From a fundraiser’s point of view, or course, a perfect world would include all prospects coming directly to the fundraiser or her organization for advice on giving. But numbers indicate fewer potential donors are seeking advice from NPOs and their personnel. They are turning instead to legal and financial professionals.
Recently I read online somewhere the following: [A nonprofit] is seeking a planned giving advisor. This is a junior position for a fundraiser with 3 or so years of experience who wishes to move into planned giving. Focus is on bequests, CGAs, and marketing.
I was lying on the beach with my wife a few years back when a client buzzed through my cellphone, declaring in a sorrowful voice, “I’m going to have to apologize to all of them. In fact, I am writing the apology letter now.”
You’ll find it up there at the top of the list of disillusioning truths: “There ain’t no free lunch.” It’s true in fundraising, of course; but it can be obscured by the endless parade of miraculous “next big things” that tend to put our common sense out of focus. For example, the seemingly limitless marketing […]
How do you view planned giving? Is it simple, or complicated? One of the biggest misunderstandings I see in the non-profit world is the mistaken belief that planned giving is complex and mysterious.