Current Category: planned giving advisors
5 Steps to Move Donors to “Yes”
March 6, 2023
In calls, marketing materials, emails, surveys and even in-person events and visits, one of the key techniques for getting your […]
What does legacy REALLY mean?
February 23, 2023
The concept of “legacy” is a key component of marketing and building any planned giving program. We often simply call […]
How to Make Your Donor the Hero of Their Own Story… and Yours Too!
February 8, 2023
You have the opportunity to turn your donors into the heroes they want to be! The hero’s journey is a […]