Reviewing your Planned Giving program: knowing where you are before you move forward
Oct. 1, 2019 |
Janice Meighan - in a conversation with Ed Sluga - describes the purpose, process and outcome of a fulsome review of your Planned Giving program. Put simply, it is difficult to start a journey to greater success when you don't know where you are starting from. Janice discusses policies, metrics, reporting and more in what she describes as a 'business unit' of your fundraising program.