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
by Richard Perry and Jeff Schreifels | Aug 24, 2012 | Development Directors, Philanthropy, Planned Giving, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
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...
by Richard Perry and Jeff Schreifels | Feb 27, 2012 | Development Directors, Director of Major Gifts, Fundraising, Philanthropy, Planned Giving | Development Directors, Major Gift Officers, Philanthropy, Uncategorized
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...
by Richard Perry and Jeff Schreifels | Nov 18, 2011 | Fundraising, Passion, Planned Giving, Stewardship | Major Gift Officers, Philanthropy, Uncategorized
The worst thing you can do as a major gift officer is to get involved in the Giant Hairball. What is the Giant Hairball? My good friend, Jeff Brooks, writes about it in his Future Fundraising Now Blog, but essentially the Giant Hairball is anything in your...
by Richard Perry and Jeff Schreifels | Nov 11, 2011 | Fundraising, Philanthropy, Planned Giving, Stewardship | Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
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...