How To Stay in Your Donor’s Wills
Tess Conrad Tess Conrad

How To Stay in Your Donor’s Wills

Yay! You got the pledge - but does that mean you'll keep it? Let's talk about how to go beyond the hand-raiser to get $50,000 estate gift cheques.

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Planned Giving Fails Without Leadership Trust
Tess Conrad Tess Conrad

Planned Giving Fails Without Leadership Trust

How can donors trust us if leadership doesn’t?

If you want a donor to leave a gift in their Will, they need to trust you. Building that trust is an important part of legacy giving marketing. But we don’t talk enough about the trust needed from leadership to make Planned Giving work. Let’s dive in.

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The Ultimate Guide to Planned Giving Services
Tess Conrad Tess Conrad

The Ultimate Guide to Planned Giving Services

Do you feel like you need Planned Giving support, but have no idea what’s out there, or what would work best for your nonprofit? I got you! Ultimately, there’s 6 types of options out there - I’ll lay out what they are, who they are a good fit for, and how much they cost.

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