My consulting work offers a new challenge every week. In addition to leading my clients through capital, endowment, and planned giving campaigns, I conduct board education sessions about fundraising. I also coach CEOs and high-performing leaders so they can achieve...
Charitable Gifts
6 ways to start a planned giving conversation
How do you start a planned giving conversation with a longtime donor? As fundraisers, we work hard to improve our relationships with donors. With a donor that has a history of giving to our organization over several years, we may want to start a planned giving...
Beyond cash
Three weeks left in the long, long year that's been 2020. You probably have enthusiastic supporters and longtime donors who want to further your mission and make a positive impact on the clients you serve. However, they may want to give something other than cash....