If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.
If you offer charitable gift annuities, here’s how the increased rate could impact your charity, along with other economic factors in 2022.
On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.
The three legs of a mature and productive planned giving program are lead generation, fundraising and stewardship. How are you staffing them?
How long will you let planned giving revenue go unrealized before it’s too late?
Planned giving helps the donor think creatively about how to use the assets they have and control, as a critical part of their giving