by Michelle Martin | Aug 24, 2020 | Blog
A Deferred Gift Leads to Outright Gifts How Focusing on Impact Strengthens Donor Relationships Stories That Strenthen Donor Relationships JEFF: Greg, you were telling me stories about donors who, once you kind of get into the concept of impact and what is possible,...
by Michelle Martin | Aug 17, 2020 | Practical Solutions Announcements
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 greeted me. And welcomed me into a waiting room...
by Michelle Martin | 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 on so...
by Michelle Martin | Jun 18, 2020 | Blog
Marketing a Planned Gift During a Recession Lessons from the 2008 Financial Crisis Donor Science Consulting released a very helpful report that analyzed a group of 72,000 charities to see what we could learn from the “great recession” of 2008. Some highlights:...
by Michelle Martin | Jun 8, 2020 | Practical Solutions Announcements
Stories That Make Donors Engage (… so you can have more conversations about planned gifts) Practical Solution Announcement 10 JEFF: Hi everybody, this is Jeff Stein from Planned Giving Marketing. And, as always, I’m joined by my friend Greg Wilson. Greg is...
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