The Race to Involve Professional Advisors: A Course Guide for Charities and...
Original Author: Miree, Kathryn One of the greatest barriers to effective gift planning is misunderstanding and poor communication between fundraisers and donors' professional advisors. The author...
View ArticleWhat Donors Want: The Critical Role of the Philanthropic Advisor
Original Author: Esposito, Virginia This session presents important insights into the motivations, philanthropic interests, and challenges of charitable donors and their families. The new climate for...
View ArticleThe Big Picture: Portrait or Panorama-The Donor in Context
Original Author: Ablowitz , Enid M. Both the for-profit gift planner and the nonprofit fundraiser serve as educators and facilitators for donors, but may not look at the giving relationship from the...
View ArticleWhat Do You Want from Me? Developing Working Relationships Between Nonprofit...
Original Author: Blakesley, Scott "What do you want from me?" This and other questions arise as nonprofit gift officers and professional advisors approach working together. Experience has shown that...
View ArticleHello...Are You There? Good Phone Karma
Original Author: Gillespie, James This session will cover the psychology of call reluctance and deal with preparation success factors that pave the way for satisfying appointment calls, including...
View ArticleGift Agreements, Donor Privacy and Advisors: Answering the Crisis Vital...
Original Author: Weldon, Stephen A. State Freedom of Information Act legal cases nationally have ordered disclosure of thousands of anonymous individuals and corporations. The loss of anonymity in...
View ArticleShow Them the Money: Understanding and Working with Professional Advisors
Original Author: Starkey, Lani Many times, a donor's professional advisors hold the keys to a major/planned gift. Accordingly, in order to close the gift, a gift planner must obtain approval and...
View ArticleThe Race to Involve Professional Advisors: A Course Guide for Charities and...
Original Author: Miree, Kathryn One of the greatest barriers to effective gift planning is misunderstanding and poor communication between fundraisers and donors' professional advisors. The author...
View ArticleWhat Donors Want: The Critical Role of the Philanthropic Advisor
Original Author: Esposito, Virginia This session presents important insights into the motivations, philanthropic interests, and challenges of charitable donors and their families. The new climate for...
View ArticleThe Big Picture: Portrait or Panorama-The Donor in Context
Original Author: Ablowitz , Enid M. Both the for-profit gift planner and the nonprofit fundraiser serve as educators and facilitators for donors, but may not look at the giving relationship from the...
View ArticleWhat Do You Want from Me? Developing Working Relationships Between Nonprofit...
Original Author: Blakesley, Scott "What do you want from me?" This and other questions arise as nonprofit gift officers and professional advisors approach working together. Experience has shown that...
View ArticleHello...Are You There? Good Phone Karma
Original Author: Gillespie, James This session will cover the psychology of call reluctance and deal with preparation success factors that pave the way for satisfying appointment calls, including...
View ArticleGift Agreements, Donor Privacy and Advisors: Answering the Crisis Vital...
Original Author: Weldon, Stephen A. State Freedom of Information Act legal cases nationally have ordered disclosure of thousands of anonymous individuals and corporations. The loss of anonymity in...
View ArticleShow Them the Money: Understanding and Working with Professional Advisors
Original Author: Starkey, Lani Many times, a donor's professional advisors hold the keys to a major/planned gift. Accordingly, in order to close the gift, a gift planner must obtain approval and...
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