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andyragone
Oct 10, 20233 min read
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....
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kimmijett
Oct 3, 20236 min read
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...
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kimmijett
Sep 30, 20234 min read
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...
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kimmijett
Sep 8, 20233 min read
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...
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andyragone
Aug 7, 20234 min read
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...
163 views0 comments
andyragone
Jul 24, 20233 min read
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...
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andyragone
Jun 16, 20232 min read
Ten Seconds
The Time Needed for Professional Advisors to Ask Precise Questions that Will Greatly Impact the Direction of Nonprofits The importance of...
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andyragone
May 31, 20232 min read
Recession Proof
Tapping into a New Income Stream in Uncertain Times Much of gift planning (though not all) encourages donors to make future giving...
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andyragone
Apr 28, 20233 min read
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...
114 views0 comments
kimmijett
Feb 18, 20233 min read
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....
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kimmijett
Aug 3, 20222 min read
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...
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kimmijett
Aug 3, 20223 min read
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...
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