A Deferred Gift Leads to Outright Gifts

A Deferred Gift Leads to Outright Gifts

by | Aug 24, 2020 | blog

A Deferred Gift Leads to Outright Gifts Stories That Stengthen Donor Relationships Transcript:  JEFF: Greg, you were telling me stories about donors who, once you kind of get into the concept of impact and what is possible, all the other [technical] stuff goes away....
Planned Giving Donors Hiding in Plain Sight

Planned Giving Donors Hiding in Plain Sight

by | Aug 17, 2020 | blog, PSA

Planned Giving Donors Hiding in Plain Sight Are you missing some of your best planned giving prospects? Transcript: I recall a number of years ago, I met a client at a local community hospital. And upon arriving at the hospital, a retiree met me at the door and...
Wealth Screening for Small Organizations

Wealth Screening for Small Organizations

by | Jul 28, 2020 | blog

Wealth Screening for Small Organizations Wealth Screening Lists vs. Marketing Lists   It’s important to discuss why some of these screening tools and prospect identification is important for very large organizations, but why it’s not an area to focus...
Marketing a Planned Gift During a Recession

Marketing a Planned Gift During a Recession

by | Jun 18, 2020 | blog

Marketing a Planned Gift During a Recession Donor Science Consulting released a very helpful report that analyzed a group of 72k charities to see what we could learn from the “great recession” of 2008. Some highlights: Charities that successfully continued fundraising...