The goal? Develop fundamental best practices for creating sustainable, well-constructed gift planning efforts at any organization, regardless of size, scope or history. The output? Sixteen standards, a checklist of best practices, plus tools and links that put the practices into action. Continue reading What Great Gift Planning Programs Have in Common: Meet the National Standards
The most successful planned giving fundraisers consistently rely on these six tools. Do you have them all? Continue reading Better Donor Conversations: Do You Have These Skills in Your Toolbox?
You likely have a few more donor touchpoints to round out 2021. My advice for at least one of them: Incorporate a survey. Here’s why a survey is so valuable. Continue reading The 1 Tool You Need to Close 2021 On Solid Footing