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…
November 23, 2018 Read more
Planned Giving Blog
Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”
You have a planned giving program — that’s great! And you get those occasional gifts, and that’s great too. But you’re wondering if your donors know that you exist.
September 14, 2018 Read more
I just love Tom Ahern’s sarcastic line: “Oh, goody! Look what’s come in the mail, honey. It’s the latest issue of our death brochure. Round up the kids!”
August 17, 2018 Read more
Legacy society member brings girlfriend to all organization events. She also attends events without him. She puts off other members by over-imbibing and being more outspoken than Whoopie Goldberg.
June 15, 2018 Read more