Category Archives: planned giving

Prospect Research for Planned Giving: 5 Fundamental Steps

Prospect Research for Planned Giving: 5 Fundamental Steps Planned gifts can be hard to predict—donors may never notify you when they create one, meaning you can’t thank them, get to know them, or learn why they decided to give in

[PODCAST] Creating a Planned Giving Plan

Are you ready to create a planned giving plan? A planned giving plan is difficult because it’s hard to talk about the end, right? Not necessarily! In this episode of the Good to Growth Podcast, Lori Kranczer opens our minds