The Lighter Side of Planned Giving: Personal Stories

Let your hair down and relax here for a few minutes. Warm and fuzzy tales about fundraisers and donors, sadder-but-wiser war stories, lessons learned and questions still unanswered — submit anything (well, almost anything) your peers can learn from or laugh along with.

Submit your story — anonymously if you wish.

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Steelers Nation
In January of 1980, a few friends and I used our limited resources to attend the Super Bowl. This was no small expense since we lived in Pittsburgh and the game was at the Rose Bowl in Pasadena. Read More »

If They Say They Don't Want a Visit — Believe Them!
Many of us gift planners attempt to get out of the office to see donors and prospects. We may even have implicit or explicit goals in regard to visits. But it is always important to see people who need to be seen, not just people who would be easy to see. And what about those folks who say they don't want a visit? In my humble experience, they probably have a good reason to not want you around their house! Read More »

Killing ME Softly (With His Song)!
Early in my tenure as a large community foundation's planned giving officer, I was charged with "jazzing up" our annual Legacy Society event. So I diligently reviewed the past programs to see a set pattern of Board Chair talking head followed by President talking head. Read More »

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