Are Online Will Services Safe and Effective?
If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.
Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now
If you offer charitable gift annuities, here’s how the increased rate could impact your charity, along with other economic factors in 2022.
How to Approach Donor Stewardship in Planned Giving: New Podcast Episode
On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.
Three Critical Elements of Planned Giving
The three legs of a mature and productive planned giving program are lead generation, fundraising and stewardship. How are you staffing them?
You Are NOT Aware of the Hidden Money in Your Database
How long will you let planned giving revenue go unrealized before it’s too late?
Turn Planned Giving into Strategic Giving – #5 of the 7 Keys to a Successful Major Gift Program
Planned giving helps the donor think creatively about how to use the assets they have and control, as a critical part of their giving
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
