Our consultants have been helping organizations overcome the challenges inherent to many planned giving programs, and after 40 years, we have learned many of the ins and outs of planned giving. In our case studies, we highlight four real client challenges and the solutions that helped them start, revive, enhance, and sustain their planned giving programs.
In this case study, we helped train and coach the fundraising team to get them more comfortable talking about more complex gift types with their donors, elevating them from “check seekers” to philanthropic advisors. See how it transformed their fundraising.