Being new to planned giving can be overwhelming. Here are some tips to get you started in your new role. 1. How will you measure your success? It’s important to establish realistic goals for yourself so you can communicate these to your leadership. For instance, goals could be increasing your legacy society membership or securing …Read More

All relationships take time to grow, especially between fundraisers and donors. The best way to forge strong relationships with your donors is to meet with them face to face. While it would be ideal to personally visit with all of your best donors, budget and time constraints can make doing so impossible. For those you …Read More

Insights recently sat down with Ron Schatz, a Sharpe Group client and director of mission advancement for Bismark Diocese in Bismark, North Dakota to discuss the secret to their success: consistent planned giving messaging. Sharpe Insights: How long have you worked for the Bismarck Diocese? What is your planned giving background and other work experience? …Read More