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You may be all alone out there. Charged with uncovering hidden bequest gifts, generating new leads and meeting with supporters to help them make their plans.
It’s not easy. In fact, it’s downright hard! But there are a couple of places where you can go to get your questions answered for FREE. On LinkedIn, two of the most valuable groups for people interested in planned giving are:
Smart Planned Giving Marketers Group (full disclosure… I am the manager of this group)
The Partnership for Philanthropic Planning Group
Also, if you are interested in major gifts, scroll to the bottom of this post.
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Smart Major Gift Marketers (also managed by me)
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this arrived at an opportune time, Greg…I have a proposal in to a nonprofit who wants fundraising help from my consulting team… including some planned giving help. I was certified in PG over 12 years ago…and a LOT of the law has changed…but suspect the methods are still similar….so I’ll be taking a look. Thanks, as usual!!
Good for you Marguerite!
this arrived at an opportune time, Greg…I have a proposal in to a nonprofit who wants fundraising help from my consulting team… including some planned giving help. I was certified in PG over 12 years ago…and a LOT of the law has changed…but suspect the methods are still similar….so I’ll be taking a look. Thanks, as usual!!
Good for you Marguerite!