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Stop Putting Off Planned Giving

Stop Putting Off Planned Giving

by Richard Perry and Jeff Schreifels | Feb 21, 2022 | fundraising strategy, Long-term planning, Planned Gifts | Management, Planned giving, Return on Investment

Planned giving is a long-term strategy. Don’t fall into the trap of being short-sighted; start creating a sustaining fundraising program.

Should You Have a Legacy Society?

Should You Have a Legacy Society?

by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship

Should you have a legacy society as part of your planned giving program?

Planned Giving Should Not Be A Luxury or Add-On

Planned Giving Should Not Be A Luxury or Add-On

by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving

Planned giving isn’t a luxury. Here are four steps to get you started right now.

Year End Planned Giving To Do List

Year End Planned Giving To Do List

by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving

Here’s “what needs to be done” on financial planning/charitable giving for the end of the year.

Seventh Deadly Sin of Planning Giving: Over-emphasizing Professional Advisors

Seventh Deadly Sin of Planning Giving: Over-emphasizing Professional Advisors

by Richard Perry and Jeff Schreifels | Jun 24, 2020 | Advisors, Consultants, Planned Gifts, Service | Planned giving

Planned Giving Officers shouldn’t spend too much of their time courting professional advisors.

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