From Oct. 18 to 24, the critical documents that we talk about every day get their moment in the news cycle. We’ve pulled together tips to make the most of your donor outreach. Continue reading Estate Planning Awareness Week Is Oct. 18-24. Let’s Prep for Outreach.
Knowing how to ask for a prospect meeting is part art and part science. As you move forward with booking first meetings, incorporate these three tips.Continue reading 3 Tips (Plus Script Starters) for Getting Your First Meeting with a Prospect
Most Americans who expect to leave an inheritance aren’t including a gift in their estate plans. While some might see this news as disheartening, others see opportunity. Continue reading 4 Signs That You Have a Good Planned Giving Prospect