#Pleiadesnpa

andyragone

May 31, 20232 min

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

Apr 28, 20233 min

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...

kimmijett

Feb 18, 20233 min

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

Aug 3, 20222 min

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, 20223 min

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...