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 Andrew Abraham | May 11, 2020 | PSA
Slow Down So You Don’t Lose Your Donors-PSA 5 Planned giving people love to talk about the different ways to make a gift–and the tax or impact benefits these gifts can have. But these messages that talk about gift types, tax benefits, and impact benefits are...
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 Andrew Abraham | Apr 16, 2020 | PSA
Chasing Unicorns? – PSA It’s easy to get sucked into the allure of a sexy, complex gift – the elusive ‘unicorns’ of the planned giving world. But it’s the small gifts that come in regularly and frequently that provide the stable...
by Michelle Martin | Apr 9, 2020 | PSA
Your Donors Don’t Care You’re making it too easy for your donors to ignore you … During this week’s Practical Solutions Announcement, Jeff and Greg discuss a common mistake many fundraisers make: talking to donors about details that just...
by Andrew Abraham | Mar 26, 2020 | PSA
Drunk Dialing Your Donors – PSA 1 Welcome to PGM’s first PSA, Practical Solution Announcements for Busy Fundraisers! This week, we tackle the topic of connecting to planned giving donors during the Covid crisis–and what do you do about your planned...
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