Budget season brings all kinds of stress…not to mention an obsession with Excel formulas and Google presentations. But, with 2023 on the horizon, it pays—apologies for the pun—to think critically about budgets. It’s especially savvy to lay out a strategy for securing a budget for planned giving marketing. Continue reading How to Secure a Budget for Planned Giving (Psst: It Pays for Itself)
I wanted to bring your attention to two key resources. One can play a role in your donor-facing communication, the other can provide a foundation for the development of your nonprofit. I’m talking about the Donor Bill of Rights and the National Standards for Gift Planning Success. Continue reading Two Key Resources for Building Donor Trust
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
