Planned Giving Off the Side of Your Desk - RECORDING

Fundraising is a multi-tasking, multi-platform job where cash is king and fiscal goals often trump all. Where can planned giving strategy fit in an environment like this? Paul Nazareth has worked in a small shop, Canada’s largest University and a faith-based team with 1.9 million donors  being served by less than a dozen staff. Now as a professional advisor he gets a bird’s eye view of donor interactions with charities and where opportunities are lost. We will discuss what an auto-pilot program looks like and 5 small things a charity can do to ensure more bequests, even when a full time staff person is not possible.

Originally broadcast on March 27, 2013


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