Planned giving professionals tell us that one of the hardest things about their work is winning more resources internally. Here are some big, powerful stats to share with your boss and board to help you expand your planned giving fundraising in 2018.
Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. If you’re on the hunt for mapping software to track donor visits and plan efficient travel, you’ll find recommendations made by charitable gift planning professionals in a PPP discussion forum.
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A Session Highlight from the National Conference on Philanthropic Planning, NCPP
The National Conference on Philanthropic Planning usually appeals to the most experienced gift planners, but Meryl Cosentino, took attendees back to kindergarten in her breakout session, which came complete with milk and cookies, but without naps. Her tips are great reminders for planners at every experience level.
Session Highlights-National Conference on Philanthropic Planning, (NCPP2015)
At the National Conference on Philanthropic Planning, Jeff Lydenberg reviewed key research and tips to help gift planners take advantage of the ‘under-appreciated bequest.’ This is foundational advice since bequests are the largest source of planned giving revenue for charities both large and small.
The Nonprofit Research Collaborative, which includes PPP as a partner organization, has released its “Special Report on Nonprofit Fundraising Campaigns.” More than 1,000 organizations responded to a mid-year survey, including 109 that received the survey link from PPP (watch for a link to the next NRC survey in e-mail from PPP on January 21 and plan to respond). Forty-six percent of organizations reported being actively in a fundraising campaign—substantially higher than in summer 2011, when 12% reported being in a special, capital or comprehensive campaign and 34% were planning campaign but not in one.