Content Tagged Planned Giving

Manage Assets

How to Help Cultivate a Successful Planned Giving Program

The planned giving program landscape is made up of an extraordinary variety of missions, sizes and philosophies. While there are no cookie-cutter answers to success, well-run programs do share numerous common elements.
1 min read
Manage Assets

Planned Giving: Outsourcing Investments and Administration, Focusing on the Relationship

In the nonprofit arena, focus is placed on the organization’s mission and on raising the necessary funds to achieve its goals.
3 min read