Getting Over The “Ick” Factor in Planned Giving Conversations
A lot of fundraisers feel some anxiety around planned giving conversations. Here’s how to approach them in a way that honors your donor.
Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there
Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans
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.
6 Ways You Can Help Your Donors Prepare for Year-End Giving in 2022
To help your donors plan for year-end giving, here are six factors you may want to discuss with donors who are considering a year-end gift.
Death, Dying, and Major Gifts
Your donors have important things they want to accomplish before they depart this world. And you get to help them do that.
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.
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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
