Enter the Advisor
When a donor is ready to make a planned gift, often their financial advisor enters the picture. Remember, these advisors serve not only your donor
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About
Educational Resources
Resources
Success Courses
Planned Giving Boot Camp
4 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.
New! Major Gifts Boot Camp
Identify, engage, inspire major donors to give.
Resources
For professional Gift Planners
Giving Magazine
Why subscribe? Because success is exclusive
When a donor is ready to make a planned gift, often their financial advisor enters the picture. Remember, these advisors serve not only your donor
Planning a nonprofit board retreat may sound like a huge undertaking, but it is a vital component of managing a board of directors. Since it
If you have been in the fundraising industry for a while, you probably remember a time when planned giving newsletters were a surefire way to connect with donors. While the majority of people still prefer direct mail as a form of communication over e-mail, the popularity of planned giving newsletters has dwindled. Planned giving newsletters still produce benefits and are an important tool in hitting donation targets, but they must be sent with a clear strategy and must target the correct people.
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Resources
For professional Gift Planners
3 days in the trenches: It’s intense, it’s effective. We’ve been perfecting it for 20 years.
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