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Rethinking the Donor Pyramid:
Our greatest bequest prospects may not be who we think. By Kimberly Jetton, CFRE, MNM Years ago, I heard a donor story from the CEO of an...
kimmijett
May 7, 20243 min read


Getting Leadership Buy-In (Part Two): Sharing MOMENTUM Metrics
by Andy Ragone, CGPP But wait… there's more! What should you know about getting leadership buy-in? In part one of this blog series, I...
kimmijett
Apr 30, 20247 min read


Getting Leadership Buy-In (Part One): Your First Two Obstacles to Hurdle
by Andy Ragone I recently presented the merits of planned giving to a board of directors in ten minutes. They would then decide whether...
kimmijett
Apr 15, 20244 min read


'Tis the Season... Estate Planning Seminar Season
By Andy Ragone "Been there, done that!" When I explain the value of hosting an estate planning seminar with an organization, the pitch is...
kimmijett
Mar 27, 20243 min read


Eight Secrets to Know When Marketing for Planned Gifts
by Andy Ragone, CGPP It's true... Donors contribute because they support your mission and are confident in your organization's ability...
kimmijett
Feb 12, 20246 min read


Give Donors Community
By Wayne Olson, Senior Director, Planned Giving, Shriners Children’s Wayne.olson@shrinenet.org When people give to charity, they want...
kimmijett
Jan 4, 20243 min read


Your Roadmap to Philanthropy: Five Gifts to Focus on in 2024
By Kristen Jaarda J.D., LL.M., CAP® Do you ever feel like you need a map to navigate the current giving landscape? If you work in the...
kimmijett
Nov 21, 20234 min read


Steer the Boat or Chart the Course?
By Wayne Olson Senior Director, Planned Giving, Shriners Children’s Wayne.olson@shrinenet.org Many people mistake management with...

andyragone
Nov 14, 20234 min read


A Year or Longer… How Gift Planning ROI Takes the Long Road
by Andy Ragone When starting a planned giving program for any organization, the timeline to attract donors can take a while. Building...

andyragone
Nov 13, 20233 min read


How Can Major Gifts and Planned Gifts Officers Work Together?
B y Kristen Jaarda J.D., LL.M., CAP®, CFRE There are big shifts occurring on nearly every nonprofit fundraising team. Do you see them? In...
kimmijett
Oct 21, 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....

andyragone
Oct 10, 20233 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...
kimmijett
Oct 3, 20236 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...
kimmijett
Sep 30, 20234 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...
kimmijett
Sep 8, 20233 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...

andyragone
Aug 7, 20234 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...

andyragone
Jul 24, 20233 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...

andyragone
Jun 16, 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...

andyragone
May 31, 20232 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...

andyragone
Apr 28, 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....
kimmijett
Feb 18, 20233 min read
