I recall one afternoon when the entire staff from the development office was running around like chickens with their heads cut off, screaming at everyone because a donor’s name was misspelled on the roster. Did the donor care?
Do you feel overwhelmed by all of the regulations affecting the planned giving industry? What compounds the situation is how others respond to new legislation such as the SECURE Act. What do they offer you? Subject matter genius attorneys who are super brilliant with tax laws.