Here are two messages I’ve received from fellow Planned Giving directors regarding Planned Giving activities during the Covid-19 pandemic: To give you a little encouragement…..my planned giving work is going well during the pandemic. I find that people are much easier to reach then pre-pandemic. Also, people seem to welcome contact and the shared experience...
Learning, planning, preparing. Events are off (virtual donor events are just not the same). Emergency campaigns are off (unless you can tie in into the Coronavirus). Stewardship – sure. Otherwise, you might have some free time on your hands. Think about this planning idea – throughout my 22+ years in planned giving, I have never...
UPCOMING WEBINAR TRAINING OPTIONS APR 22 Planned Giving Boot Camp Co-sponsored by PlannedGiving.com Wednesday, April 22, 2020 at 12:00 PM APR 28 Get Planned Giving Results Now…with a Survey Campaign! Tuesday, April 28, 2020 at 12:00 PM MAY 5 Get Planned Giving Results Now…with a Matching Gift Campaign! Tuesday, May 5, 2020 at 12:00 PM...
Click here to see PGCalc’s update on Charitable Giving Incentives in CARES Act – some interesting items to think about.
On a client call yesterday, we addressed a serious issue: should we (staff and the consultant – myself) be doing proactive follow-up with planned giving prospects in the current environment? No simple answer. I am drafting follow-up email text for them asking prospects (who had indicated some level of planned giving interest in a recent...