Managing Planned Giving Staff

Whether an individual contributor or a person with a staff, you have likely played a manager role on a team. Many organizations operate in a matrix management style - in which a group of professionals with similar skills often belong to one team, but work with several different project managers to complete structured projects and programs. Still, the transition to management can be tough in any line of work. This post explores both some of the general rules for “people managers” and the more specific rules of engagement in managing planned giving professionals.

Who Says You Need Planned Giving in a Campaign? We do!

A campaign is a special event in an organization’s life, so it requires a different way of thinking about planned giving. Contrary to what some believe, there are no data supporting the theory that outright giving will decrease if planned giving is introduced. What the data do show is that only the composition of gifts will change.