by Meg Roberts | Apr 16, 2020 | Archive Highlights, Gift Planning
We often say that it is important to market planned gifts consistently throughout the year because we never know when our donors are updating their wills or considering their legacy. We provide a steady stream of information in the hopes that our donors will consult...
by Meg Roberts | Mar 10, 2020 | Archive Highlights
I know I am not the only planned gift officer who has been frustrated by this: you have an excellent response to some marketing effort, but when you try to call the donors who responded to further develop the relationship, they never answer the phone or email. Or,...
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