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.
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.