Why You Have to Qualify a Planned Giving Lead
In my last post, I wrote about how important it was to follow up on a planned giving lead and to allocate the necessary resources it takes to go through them. The whole point of “lead generation” for planned giving is to help awaken your donor base to the fact that if...
Don’t Let a Planned Giving Lead Gather Dust in the Corner
“We have so many planned giving leads – there’s no way I can get to them all.” This is an actual quote from one of many planned giving officers all over the country who are struggling to qualify leads after sending out some kind of lead generation device. This is...
Make Sure You Have the Facts!
7 Keys to a Successful Major Gift Program – Key #2: Make Sure You Have the Facts! In this seven-part series, we’re talking about what makes for the ideal major gift program. So far, we’ve established that it’s important to have the proper context for major gift...
Four Common Wealth Screening Challenges
“All that wealth screening software is a waste of time. It’s just not helpful.” This is what Jeff and I hear all the time. That’s why I found this article by Patrick Bryden helpful. Patrick is the Marketing Manager at iWave. Take a look at the article for all the...
Donor Qualification Sucks! Breakthrough and Success
A Four-Part Series on Donor Qualification Stages of Implementation Stage 4: Breakthrough and Success One thing Jeff and I and our team of front-line colleagues know for sure: the donor qualification strategy and system works. If you stick with it, it will deliver a...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
