There’s a lot of fear around asking donors about planned gifts, but there doesn’t have to be. Here’s how to get the conversation started.
Learn how to hire the right Planned Giving Officer for your legacy program.
A hybrid position will always hurt either major gifts or planned giving, or both. Proper stewardship depends on separation of the functions.
Learn how to handle and approach a hybrid major gifts and planned giving position.
If you think of yourself and your organization as donor-centered, you won’t forget the good donors who have made a legacy gift.