Year End Planned Giving To Do List
Here’s “what needs to be done” on financial planning/charitable giving for the end of the year.
Get Ready Now for Year End – Everyone Else Is
Retail activity for 2020 tells us that you need to start now in preparing for your year-end activities with your caseload donors. They are!
Early Gifts – Year-End Worry
Cash flow problems will lessen when you’re willing to ask donors for gifts more than once a year.
Keep Your Asks General – Expect Less from Donors
Specifics matter in fundraising. Donors want to know the impact of their gifts, so you should give them tangible things to invest in.
Thank Now!
It’s the busiest time of the year again. Take some time out to thank your donors now – while everyone else is asking – & you’ll stand out above the others.
Don’t Worry About Meeting Year-End Goals – Help is on the Way
No doubt about it – as a major gift officer, you are now in the busiest, most productive time of your year. That’s why you need to plan for it – and we’ll help.
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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
