3 Tips for Unlocking Year-End Success
It’s year-end and you’ve just landed a new job – now what? How are you going to ask donors for a gift when you don’t even know them? Or maybe you’ve had a portfolio, but it’s WAY too big, so there’s no way you can reach everyone. How do you know where to focus your...
Year End Planned Giving To Do List
OK, 2020 is about to close. And folks are out there scrambling on the last minute details of Christmas and “doing what needs to be done” on financial planning/charitable giving for the end of the year. We asked our Director of Planned Giving Services, Bob Shafis, to...
Get Ready Now for Year End – Everyone Else Is
It’s always good to watch what retailers are doing when you’re making your own plans for caseload management and communication. That’s why this information caught my attention when Lisa Robertson (our Client Experience Leader) sent this to me. It’s an article entitled...
Early Gifts – Year-End Worry
“We’re finding that donors are willing to make their gifts earlier this year to help with this crisis, but we worry about the impact on our budget and cash flow at the end of the year. Any suggestions?” That’s the question that recently came in from one of our webinar...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
