Planned giving is about credibility and legitimacy. If you’re not taking it seriously, your organization, and you, will not be taken seriously.
A planned giving website for your prospects and even a planned giving website for financial advisors is not an add-on to your marketing plan. It’s the hub. A must. And it gives them 24/7 access to your information.
From a no-nonsense simple online presence to robust planned giving marketing solutions for savvy donors.
Financial, Estate and Charitable Planning. These All Go Hand-in-Hand.
But brace yourself. Most financial advisors do not understand how planned gifts work. That is, the people counseling your prospects on how to manage their assets do not understand planned giving.
This is not a criticism. Just a fact. Become a resource to them.
All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser (and attorney) who has raised millions.
- Module 1: Website, Marketing, Outreach
- Module 2: Back Office Operations (all the forms you need to formalize your program)
- Module 3: Building Donor Relations (tools and forms)
Purchase the entire Box as a whole, or each module separately. More.
I recently saw a post on LinkedIn mentioning that “it’s all about the relationship, not the ask.” If you want to be in the top 5% in your career, read on …
There is a perception that many fundraisers are job-hoppers, never staying in one role or with one organization for long.
You do not need a Ph.D. All you need is Street Smarts. Look at what John Ready did at Valley Gives Back.
It’s true. Planned gifts can get complicated. That’s why we have professionals like Meredith Sossman, JD, Camilyn Leone, Esq., and Scott Janney on our team. And it’s a very good…