Fourth Deadly Sin of Planned Giving: No Plan for Every Donor
Fourth in a series: The Seven Deadly Sins of Planned Giving “Why do you support us?” “What is it about our organization that you love so much?” “What are the programs and projects that you get most excited about, and why?” Do you know the answers to these questions...
Third Deadly Sin of Planned Giving: Overloading Caseloads
Third in a series: The Seven Deadly Sins of Planned Giving If there’s one thing we see in common in Planned Giving and Major Gift portfolios across a wide swath of non-profit organizations, it’s that PGOs and MGOs have way too many donors in them. For major gifts,...
Second Deadly Sin of Planned Giving: Ineffective Lead Generation
Second in a series: The Seven Deadly Sins of Planned Giving Our Director of Planned Giving, Robert Shafis, really gets worked up when I ask him about how effective non-profits are in generating – and then actually following up on – planned giving leads. You see, Bob...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
