How in the world did this happen?
Why was it ever allowed?
Who first accepted this?
For some strange reason over several decades, too many planned giving marketing firms and too many nonprofit planned giving departments were filled with lawyers. And these lawyers were charged with developing, directing, and deploying marketing plans and initiatives.
Seems like they figured that lawyers are smart enough to do marketing because, after all, they are lawyers (smart!) and marketing is easy!
But that kind of thinking is precisely why so many nonprofits still woefully fail to uncover enough planned gift disclosures and fail to generate enough qualified planned giving leads.
MarketSmart says: If you have a legal problem, hire a lawyer. If you have a marketing problem, hire a marketer. Period!
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