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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.

6 Ideas for Thanking Your Donors Now

6 Ideas for Thanking Your Donors Now

by Richard Perry and Jeff Schreifels | Dec 9, 2022 | Letters, Stand out, Thanking, Year-end | Communication, Donor-Centered, Meaningful Connections, Thanking

Take some time to thank your donors now – while everyone else is asking – and you’ll stand out above the others.

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.

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