Can One Person Handle Planned Giving and Major Gifts?
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
Sixth Deadly Sin of Planned Giving: No Plan for Stewardship
Sixth in a series: The Seven Deadly Sins of Planned Giving When I first sat down with Bob Shafis (our Director of Planned Giving Services), I asked him what was one of the biggest problems in planned giving that no one talks about. He said, “That’s easy, non-profits...
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.
