We were recently asked: Is there any “benchmark,” or industry standard regarding the mechanics of “handing off” a loyal direct mail donor to the Planned Giving Department? Without airing too much “dirty laundry,” our in-house Direct Marketing Department refuses to give the Planned Giving Department access to the donor database out of fear that planned […]
Myths (& Facts) on Planned Giving
Get your board on board and let them see the value of planned giving with these Myths and Facts. You can also purchase the expanded professional version of this post in PowerPoint. Perfect for your next board meeting or legacy society event. You can also evaluate your board’s readiness here. Engaging a board is critical […]