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Are Online Will Services Safe and Effective?

Are Online Will Services Safe and Effective?

by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving

Online will and estate planning services are used by many non-profit organizations, with varying results. I thought it might be interesting to review some of the good points and bad points inherent in them. As always, it’s a battle to balance each of the points and...
Planned Giving Should Not Be A Luxury or Add-On

Planned Giving Should Not Be A Luxury or Add-On

by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving

Did you get your share of the $41 billion dollars in the United States that donors willed to their favorite charities in 2020?  If not, you’re likely one of those managers and leaders who think that investing in planned giving is a luxury – something you do IF there...
You Are NOT Aware of the Hidden Money in Your Database

You Are NOT Aware of the Hidden Money in Your Database

by Richard Perry and Jeff Schreifels | Sep 11, 2020 | Bequests, Net Revenue, Planned Giving | Economics, Planned giving

I don’t know one non-profit that couldn’t use more net revenue. Yet, in hundreds of thousands of organizations, potential net revenue sits in databases and never gets realized. Yes, it’s sitting there from donors waiting to be asked for it, yet you do nothing about...
What Does It Mean to Care for a Donor?

What Does It Mean to Care for a Donor?

by Richard Perry and Jeff Schreifels | Jan 29, 2018 | Bequests, donor-focused, Love | Donor-Centered, Relationships, Strategic Plans

A few years ago I was meeting with a major gift officer I was managing, and we were working on her strategic plan for all of her donors. We got to talking about touch points for her donors. This led her to tell me a story I will never forget. It’s a story that...

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