Planned Giving Donors Hiding in Plain Sight

Planned Giving Donors Hiding in Plain Sight

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

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

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...
The Most Important Parts of a Planned Giving Website

The Most Important Parts of a Planned Giving Website

The Most Important Parts of a Planned Giving Website The most important parts of your planned giving website is to make sure that the website is reflective of the strategy of your marketing program. It goes back to what we talked about before: is the planned giving...