Your Wealth Screening Is Lying to You-PSA 6

Your Wealth Screening Is Lying to You-PSA 6

by | May 12, 2020 | PSA

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 define rather than refine your list. The more...
The Job of Planned Giving Marketing

The Job of Planned Giving Marketing

by | May 11, 2020 | blog

The Job of Planned Giving Marketing Getting Your Donor’s Attention at the Mailbox A 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 going to their mailbox to find out...
Donor Messages That Fill the Pipeline-PSA 4

Donor Messages That Fill the Pipeline-PSA 4

by | Apr 30, 2020 | PSA

How to Fill Your Pipeline with the Right Donor Messages Practical Solution Announcement 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...
What Makes Marketing a Planned Gift Effective?

What Makes Marketing a Planned Gift Effective?

by | Apr 24, 2020 | blog

What Makes Marketing a Planed Gift Effective? From Education to Invitation A New Perspective for a New Era 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,...