by Michelle Martin | May 12, 2020 | PSA
Your Wealth Screening Is Lying to You-PSA 6 Your Wealth Screening Is Lying to You (and eliminating good prospects!) Practical Solution Announcement 6 Wealth screening software is helpful to identify strong prospects … but many times the tools are used to...
by Michelle Martin | May 12, 2020 | blog
What’s the Secret to Effective Planned Giving Marketing? In talking with fundraisers and other nonprofit professionals, we’ve seen a consistent and clear pattern: Organizations that continued their marketing without interruption saw continued donor engagement....
by Michelle Martin | May 11, 2020 | blog
The Job of Planned Giving Marketing Donor goes to the mailbox, right? They’re not looking to get educated about the latest and greatest of the Cares Act. They are not go to their mailbox to find out exactly how a charitable remainder unitrust works. They’re not...
by Michelle Martin | Apr 30, 2020 | PSA
Donor Messages That Fill the Pipeline-PSA 4 We’re pretty excited about this week’s Practical Solutions Announcement (PSA), because Greg is the one asking questions! Greg Wilson is the Sr. Major Gifts and Planned Giving Officer at Good Shepherd...
by Michelle Martin | Apr 24, 2020 | blog
What Makes Marketing a Planned Gift Effective? Our lives have changed a lot in the last few months, but we’ve had the chance to evaluate what’s working and what’s not. Professionally, you’ve learned new methods for connecting with planned...
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