Helping your donors create their legacies is an honor that goes beyond a dollar amount. Creating and developing strong relationships with planned giving donors requires a different mindset; gift planning often involves an older, less technologically savvy age group and may require sensitive financial discussions. Here are a few tips to help build and maintain …Read More

Though the current environment is rife with uncertainty, history reveals that Americans’ desire to give will continue for the most part unchanged, even in tough times.  Retaining existing donors may be even more important—and cost-effective—than acquiring new ones. Current donors, especially those with a long history of support, should be treated with the respect and …Read More

When I first joined Sharpe Group, I was hired primarily because of my background in creative writing. At the time, the world of planned giving was as familiar to me as brain surgery. I quickly found my footing in managing client projects and content creation, and the most rewarding part of my work was connecting …Read More

The most successful planned giving programs understand how important it is to treat their donors like family. While building meaningful relationships with planned giving donors is critical, so is careful stewardship of your nonprofit’s resources. What are some ways to treat your donors like family without breaking the bank?   1. Multi-task your travel Coordinate …Read More