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How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

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

On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.

Why You Have to Qualify a Planned Giving Lead

Why You Have to Qualify a Planned Giving Lead

by Richard Perry and Jeff Schreifels | Jan 29, 2020 | Estate Giving, Leads, PGOs, Planned Gift | Planned giving, Qualifying

Your planned giving officer can’t speak to every lead, so they’ll need help qualifying donors first.

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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

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