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.

Read More
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.

Read More
Deep Dive: Planned Giving Stewardship
Tess Conrad Tess Conrad

Deep Dive: Planned Giving Stewardship

A charity almost lost $5 million due to gaps in their Planned Giving stewardship! Find out what happened, and how it was fixed. Part 4 of our 4-part Estate Giving Donor Cycle Deep Dives.

Read More
Deep Dive: Planned Giving Cultivation
Tess Conrad Tess Conrad

Deep Dive: Planned Giving Cultivation

This is the most neglected part of the Estate Donor Cycle - but skipping it could cost you millions in future revenue! Part 2 of our 4-part Estate Giving Donor Cycle Deep Dives.

Read More