If you attended Robert F. Sharpe, Jr.’s opening symposium presentation titled Trends in Planned Giving at the ACGA Annual Conference on April 9, 2014, the presentation deck is available here for download. Symposium Summary We are now in the sixth year of fundraising in a time of unprecedented change in the funding environment. It is …Read More
From our experience, those who enjoy the greatest success in major and planned gift development succeed in part because they spend the time necessary to learn and understand not only the “who” and “why” of the gift, but also the basics of the “what,” “when” and “how” of the giving process. This can be easier …Read More
Common wisdom is that a planned gift development effort can be expected to begin yielding measurable results in terms of increased income within three to five years. Numerous factors can affect that outcome, and if measurements such as new estate commitments are included, the return can be almost immediate. For purposes of this post, though, …Read More