The plain, unvarnished truth is that traditional wealth screening tools simply do not work in planned giving.
Major Gifts
Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.
December 13, 2019 Read more
Are you relying on dumb ways to seek donations? A few years ago, a darkly humorous Australian public service ad to promote railway safety went viral. Called “Dumb Ways to…
May 15, 2019 Read more
“It’s never government, the economy, or tax laws that are our enemy. It’s ourselves.”— A CEO of a healthcare foundation, remaining anonymous.
April 1, 2019 Read more
Annual giving tends to focus on immediate needs. Planned giving is more focused on long-term growth. Although we need both, focusing on long-term growth creates stability.
What’s the big deal about planned giving anyway? When it comes to things we don’t understand, or may be intimidated by, there’s always a reason to avoid taking a closer …
June 2, 2018 Read more
April 6, 2018 Read more