by Richard Perry and Jeff Schreifels | Jun 3, 2022 | Legacy Society, Planned Gift, Planned Giving, Reporting Back, Stewardship | Donor-Centered, Planned giving, Reporting Back, Stewardship
Many non-profits feel that once they’ve secured a planned gift from a donor, their work is done. There may not be any plans for follow-up or intentional cultivation of legacy donors after the gift is committed. Yet, we know that impact reporting is essential to donor...
by Richard Perry and Jeff Schreifels | Jan 29, 2020 | Estate Giving, Leads, PGOs, Planned Gift | Planned giving, Qualifying
In my last post, I wrote about how important it was to follow up on a planned giving lead and to allocate the necessary resources it takes to go through them. The whole point of “lead generation” for planned giving is to help awaken your donor base to the fact that if...