Let’s say you’re a major and planned gifts officer in a small development shop, and you do it all—marketing, prospecting, donor cultivation... You’re one busy person, right!? In many mid-sized nonprofit organizations, the development office can seem a little bit like the Wild West. When you’re asked to roll out a planned giving strategy, where do you start?
This week, CGP sat down with Gordon Smith, Associate Vice President of Development, Planned Giving, for National Jewish Health and this year’s Conference Chair, to discuss conference planning and his vision for CGP Conference 2018 in Las Vegas.
At this year’s NCPP conference, my colleague Barbara Haupt and I did a pre-conference session called “From Simple to Spectacular: Recipes for Planned Giving Video at Any Level.” One of the audience questions was: “If you had budget for only one video or could make only one planned giving video, what should it be?”
This week, CGP sat down with Patrick Schmitt, co-author of the recently published article “Philanthropy’s Missing Trillions” in the Stanford Social Innovation Review and CEO of the new social venture FreeWill, to discuss his research and his vision for the future of planned giving.
The most recent Nonprofit Research Collaborative report suggests overall health and a largely positive outlook for planned giving activities and income. The report of fundraising results through the end of 2015 also looks back through data collected since 2005. In 2015, 58% of 760 responding organizations reported increased planned gift receipts, the highest in the decade of trends being surveyed.
Over the past several months we have been talking a lot about shifting the strategic direction of the organization and addressing a rebrand, a new website and even a new name to support those changes now underway.