Let’s Talk Legacy Gifts

Let’s Talk Legacy Gifts

I recently presented an in-depth study on today’s planned giving donors, and I’d love to highlight for you a few of the lessons we learned. Lesson #1: Tell Your Story! Why do donors decide to make legacy gifts? What are their motivations for planned...
Get to Know Today’s Planned Giving Donors

Get to Know Today’s Planned Giving Donors

Planned giving is the process of donating contributions in the present allocated for a future date. It’s a wonderful way to intentionally plan ahead and, well, leave behind a legacy! We recently conducted an in-depth study called Leaving a Legacy: A New Look at...
Prioritizing Major Donors

Prioritizing Major Donors

Who is the most valuable donor to your organization? Is it the one who gives the most money? The one who’s the most networked? The one who has been with you the longest? We recently conducted some research on this topic, and I’d love to share with you some...