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A Year or Longer… How Gift Planning ROI Takes the Long Road
by Andy Ragone When starting a planned giving program for any organization, the timeline to attract donors can take a while. Building...
andyragone
Nov 13, 20233 min read
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How Can Major Gifts and Planned Gifts Officers Work Together?
B y Kristen Jaarda J.D., LL.M., CAP®, CFRE There are big shifts occurring on nearly every nonprofit fundraising team. Do you see them? In...
kimmijett
Oct 21, 20233 min read
63 views
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Cranky Calls – Why you should take the tough calls
By Wayne Olson Senior Director, Planned Giving, Shriners Children’s Wayne.olson@shrinenet.org We have all heard or taken complaint calls....
andyragone
Oct 10, 20233 min read
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Building a Successful Planned Giving Program: What Could Possibly Go Wrong?
Three uncanny parallels between good barbecue and gift planning, by Andy Ragone We need money now. We don't have time to do planned...
kimmijett
Oct 3, 20236 min read
71 views
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What's Trending in Charitable Gift Planning?
By Kristen Jaarda, JD, LLM, CAP, CFRE Executive Vice President, Crescendo Interactive I recently received a question from a nonprofit...
kimmijett
Sep 30, 20234 min read
75 views
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Embracing the Rewarding Challenge:
The Unsung Triumphs of a Planned Giving Career By Kimberly Jetton, MNM, CFRE President, Partner, and Founder Embarking on a career in...
kimmijett
Sep 8, 20233 min read
55 views
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Rising Stars Series - Vince Fraumeni, Director of Planned Giving, Cal Poly Pomona
At Pleiades, our reason for being is to passionately offer precise navigation for nonprofits to successfully enhance their leadership and...
andyragone
Aug 7, 20234 min read
164 views
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Rising Stars Series - Paul Kaminski, CEO of Long Beach Community College Foundation
At Pleiades, our reason for being is to passionately offer precise navigation for nonprofits to successfully enhance their leadership and...
andyragone
Jul 24, 20233 min read
100 views
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Ten Seconds
The Time Needed for Professional Advisors to Ask Precise Questions that Will Greatly Impact the Direction of Nonprofits The importance of...
andyragone
Jun 16, 20232 min read
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Recession Proof
Tapping into a New Income Stream in Uncertain Times Much of gift planning (though not all) encourages donors to make future giving...
andyragone
May 31, 20232 min read
62 views
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Where the Money Is
The Greatest Gifts Come from Wealth, not Disposable Income We LOVE our major gift donors… So does every other nonprofit in town! Think...
andyragone
Apr 28, 20233 min read
114 views
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Know Your Options
By Andy Ragone Periodically, I am given the opportunity to present the value of gift planning in front of an organization’s leadership....
kimmijett
Feb 18, 20233 min read
37 views
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Top 3 Considerations When Working with Allied Professionals by Kimberly Jetton, MNM, CFRE
Working with Allied Professionals, including Trust and Estates Attorneys, Financial Advisors, CPAs and Fiduciaries in partnership with...
kimmijett
Aug 3, 20222 min read
41 views
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3 Reasons for a Planned Giving Program By Kimberly Jetton, MNM, CFRE
Any organization that has been in operation for a significant amount of time can hopefully point to at least one large and...
kimmijett
Aug 3, 20223 min read
51 views
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