Author Archives: kellygicale

Planned Giving Score. Planned Gift Likelihood. RFM. You can’t attend a conference or even open your email these days without being bombarded by companies offering to screen your CRM and help make your donor outreach more effective and efficient. While they typically hook you with wealth screening to uncover major gift prospects, you’ll often beContinue reading “Who are your best planned gift prospects?”

So, you have a legacy society in place to recognize those donors who make a gift to your organization in their will or other estate plans. Fantastic work securing the future of your mission! Now what? In many nonprofits, donor stewardship is treated like a necessary evil. And while we might all agree that thisContinue reading “How to Steward Planned Giving Donors”

Have you seen another nonprofit receive a huge estate gift from one of your donors? Or have you participated in webinars or conferences where you’ve heard about the importance of legacy and noncash gifts, but you’re just not sure where to start? If you’re worried about missing out on these often significant gifts, and ifContinue reading “How to Start a Planned Giving Program”