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Year End Planned Giving To Do List

Year End Planned Giving To Do List

by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving

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

Get Ready Now for Year End – Everyone Else Is

by Richard Perry and Jeff Schreifels | Sep 18, 2020 | Marketing, retail, Year-end | Marketing Plans, Planning

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

Early Gifts – Year-End Worry

by Richard Perry and Jeff Schreifels | Sep 16, 2020 | Cultivation, Year-end | Annual Fund, Budgets, Passions and Interests

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

Keep Your Asks General – Expect Less from Donors

by Richard Perry and Jeff Schreifels | Dec 6, 2019 | Asks, Offers, Year-end | Asking, Donor Offers

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!

Thank Now!

by Richard Perry and Jeff Schreifels | Dec 12, 2018 | Stand out, Year-end | Donor-Centered, Thanking

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

Don’t Worry About Meeting Year-End Goals – Help is on the Way

by Richard Perry and Jeff Schreifels | Sep 12, 2016 | Confidence, objections, Planning, Training, Year-end | Major Gift Officers, Uncategorized

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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