Planned Giving: The Most Important Activity You Never Do
Here’s something I noticed working with consulting, coaching, and mentoring clients and talking to hundreds of nonprofit leaders. You rarely get to your most important fundraising activity. It takes extraordinary intention to establish a planned giving promotion habit. Listen to learn how to begin one today.
Planned Giving Content:
00:00 Why is Planned Giving Important?
00:37 Leading with Vision and Planned Gifts
00:54 Gifts Planning and The Rule of Seven
01:35 How Can You Take Advantage of the Planned Gift Opportunity
Karen Eber Davis provides customized advising and coaching around nonprofit strategy and board development. People leaders hire her to bring clarity to sticky situations, break through barriers that seem insurmountable, and align people for better futures. She is the author of 7 Nonprofit Income Streams and Let's Raise Nonprofit Millions Together.
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