Integrating Planned Giving With Major Gifts

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!

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...
7 Pillars of Major Gifts – Pillar #5: Turning Planned Giving into Strategic Giving

7 Pillars of Major Gifts – Pillar #5: Turning Planned Giving into Strategic Giving

With trillions of dollars transferring from one generation to another in the next few decades, planned giving, Pillar #5, is an important part of the ideal major gift organization. If you have not planned giving as a central part of your major gift organization, you...