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

In this series of seven posts, you will learn the indispensable categories of work that we at Veritus believe are required for any major gift program to be successful. (You can read all of these together in our free White Paper.) In my last entry, I talked about how...

Integrating Planned Giving With Major Gifts

Much like the topic of major and mid-level gifts I wrote about a few days ago, there is an uncomfortable chasm between planned giving and major gifts in most non-profits today. Often the gap between the two is caused by a management system that doesn’t integrate the...

We All Need Each Other — Why Going Solo Doesn’t Work: Planned Giving is Sexier Than You Think!

Whenever I used to hear the words “planned giving”, my eyes would glaze over.  It was like hearing about some foreign country that I never really wanted to visit.  Earlier in my career, when meeting with clients for planning sessions, we’d come up with lots of great...