Can One Person Handle Planned Giving and Major Gifts?
Learn how to handle and approach a hybrid major gifts and planned giving position.
Sixth Deadly Sin of Planned Giving: No Plan for Stewardship
Without a stewardship plan, you could lose over half of the revenue that you’re currently expecting from planned gifts.
Third Deadly Sin of Planned Giving: Overloading Caseloads
A Planned Giving Officer’s work is to build relationships with donors through meaningful connections. You can’t do that with a portfolio full of donors who really just need thoughtful stewardship.
Second Deadly Sin of Planned Giving: Ineffective Lead Generation
Do you know how effective your planned giving lead generation is, along with your follow-up?
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
