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Are Online Will Services Safe and Effective?

Are Online Will Services Safe and Effective?

by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving

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

Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving

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

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

by Richard Perry and Jeff Schreifels | Jun 3, 2022 | Legacy Society, Planned Gift, Planned Giving, Reporting Back, Stewardship | Donor-Centered, Planned giving, Reporting Back, Stewardship

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

Three Critical Elements of Planned Giving

by Richard Perry and Jeff Schreifels | Jan 29, 2021 | Planned Giving | Planned giving, Qualifying, Stewardship

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

You Are NOT Aware of the Hidden Money in Your Database

by Richard Perry and Jeff Schreifels | Sep 11, 2020 | Bequests, Net Revenue, Planned Giving | Economics, Planned giving

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

Turn Planned Giving into Strategic Giving – #5 of the 7 Keys to a Successful Major Gift Program

by Richard Perry and Jeff Schreifels | Dec 31, 2014 | Anne Nash, Planned Giving, Strategic Gift Design | Major Gifts, Strategic Plans, Teamwork, Uncategorized

Planned giving helps the donor think creatively about how to use the assets they have and control, as a critical part of their giving

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