Hearts or Minds?

Last week was Planned Giving Days, hosted by the National Capitol Gift Planning Council, and, as usual, it was an excellent opportunity to learn from a wonderful group of speakers and attendees. One presentation prompted an animated follow-up conversation.  “From Suspect to Prospect to Closing the Deal.” The speaker described her organization’s process of lead […]

Important New Resource Available

by pfreedman on May 9, 2014

As readers of this blog know, I’m passionate about having good data–for segmentation, for personalization and for reporting.  Score! Data-Driven Success for Your Advancement Team by Kevin MacDonell and Peter Wylie, is a terrific new resource for all fundraising staff, including planned giving professionals. The book is full of valuable case studies, including  “Planned Giving: Increasing the Chances of Success by Looking Beyond Donor Loyalty.”  The book is available from CASE here.

Regards, Phyllis


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