Marching Orders: Training Major Gift Officers into a Planned Gift Army

Posted by National Association of Charitable Gift Planners on Sep 25, 2015 8:56:50 AM

Note: Katy’s tips will be put into practice in the Major/Blended Gifts Track at the National Conference on Philanthropic Planning. Major gift officers who need gift planning practice—and planned gift officers who train major gift staff—will work together with the faculty (including Katy) to analyze the motives and options for a loyal donor seeking increased impact.

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Topics: fundraising, planned giving, General, Leadership, NCPP

Improve Your IQ (Interprofessional Quotient)—Be A Better Communicator

Posted by National Association of Charitable Gift Planners on Jun 9, 2015 1:53:49 PM

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning.

View the previous post in this series here

The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”

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Topics: philanthropy, General, Leadership, Teamwork

Leadership Institute's Spring Story Slam: Case-Based Learning Style Explained

Posted by National Association of Charitable Gift Planners on May 7, 2015 11:53:55 AM

How much do you remember from the last conference session or planned giving council meeting you attended? Chances are that if you were sitting passively, watching bullets fly by on Powerpoint slides, you don’t remember much.

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Topics: philanthropy, planned giving, General, Leadership, NCPP

Collaboration--Interprofessionality: Roles and Responsibilities

Posted by National Association of Charitable Gift Planners on Apr 1, 2015 4:06:38 PM

In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”

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Topics: philanthropy, donors, fundraising, General, Leadership, Teamwork

Professional Ethics—Yours, Mine, Ours

Posted by National Association of Charitable Gift Planners on Nov 18, 2014 3:13:44 PM


It’s a standard crisis in medical drama—the advice of a nurse who has cared for a patient is disregarded by a doctor with specialist credentials. The patient suffers when the professions clash.

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Topics: philanthropy, General, Leadership

If You Do Just One Thing Right – Creating an Environment of Appreciation for Your Principal Gift Donors

Posted by National Association of Charitable Gift Planners on Aug 25, 2014 2:01:00 PM

Whether you are building your principal gifts program or creating a new program, securing larger outright gifts requires a shift into donor-centered, relationship-based fundraising. An important step in this process is to ensure that your larger donors feel that they are being generous within an environment of appreciation. 

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Topics: philanthropy, donors, fundraising, planned giving, General, Leadership