A Planned Giving Marketing Frontier

As I went about making some online gifts to charitable organizations toward the end of 2011, I had occasion to visit a number of websites. Even though on each site there were a handful of core matters (such as your name, how much you want to contribute, how you’d like to pay, etc.) addressed by various questions or blanks to be filled in, I was fascinated to see what sorts of optional things each site did or did not address.

Meeting the Challenge of Qualifying Planned Giving Prospects

Yesterday I presented a Webinar on the topic: Meeting the Challenge of Qualifying Planned Giving Prospects.