You Don’t Need to be a Lawyer to Succeed in Planned Giving Most of us in planned giving started out doing something else. We were volunteers, annual giving officers, ministers, financial planners, insurance brokers, teachers. And some of us (including one of the authors) were — yes — lawyers. Initially, we faced an unintelligible […]
Should I Develop People Skills, or Technical Skills?
Did you know that most companies base 80% of their hiring decision on technical skills, yet 85% of turnover is due to behavioral incompatibility?
Why are planned giving newsletters getting less response?
Marketing noise: every day the average prospect is inundated with over 3000 marketing messages. In a large city, it’s over 5000. A battle is being fought for the eyes and ears of the world, and in most cases the enemy is an overstuffed mailbox.
Planned Giving Mass Emails (or Spam?)
Some vendors advocate sending out “weekly generic emails” to prospects and financial advisers. “Stay in their face,” they say..
Counting Your Website Hits? The Real Scoop.
Most in philanthropy are not that tech-savvy. And if one does not understand the basics, it’s much too easy to go down a misguided path by taking advice from someone not as much interested in his or her institution’s long-term interest.