by Heather Slack-Ratiu | Jul 27, 2024 | Insight, Mid-Level Fundraising, Storytelling
I was pleased to attend the session, Maximizing Major Gift Officer Success: Strategies for Relationship Management. Taught by Meredith Terrain, Founder & Principal, The Allied Group, the session was such a great reminder to major gift officers that our jobs are...
by Elizabeth Bruns | Jul 27, 2024 | Gift Planning, Insight, Uncategorized
Donor Advised Funds (DAFs) are charitable giving accounts established by financial institutions (such as Fidelity, Vanguard, or Schwab). Donors received an immediate tax deduction when the DAF is established. The financial institution administers the DAF, and the...
by Kathy Swayze | Jul 27, 2024 | Insight, Storytelling
Often the question goes something like this: “Everyone is so busy. Do we really need to talk to the program team? They are so busy. Can’t you just use the background materials?” Those of you who have worked with Impact over the years can probably guess my answer. No!...
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