Source: Planned Giving Boot Camp for Advisors
Yes, the Planned Giving Blog is apolitical but there are times when I can’t resist getting into the spirit of politics – especially Presidential elections when they cross over into my territory! (For fun and a little education, of course!) What caught my attention? A little article this morning on Foxnews.com entitled “Half of Clintons’...
[youtube=http://youtu.be/XlIMJShHYiE] Please feel free to check out this webinar we just gave last week looking at updated data sources like Giving USA 2015 and the VSE for planned giving purposes. The big question we address is whether we are starting to see the impact of the baby boomers on global planned giving numbers. But, you...
What is success in planned giving? Ultimately, we are looking for more money but you get there with more new commitments from your prospects. In looking for model institutions to measure a client of mine against, I came upon an institution of higher education/medicine that reported the above numbers to the VSE. Let’s take a close...
Planned Giving Nightmare Finally Winding Down