A Rare Interview with the Founder of Moves Management

I’ve seen board members bristle at the mention of “moves management.” I get it.  It is an easily misunderstood term.  Donors, including board members, aren’t chess pieces to be moved around. The concept of thinking through how to accompany a donor, or prospective donor, from where they are now to the point where they areContinue reading “A Rare Interview with the Founder of Moves Management”

Bequests or Annuities?

Proactive.  Reactive.  That’s the difference between your approach to bequest marketing and other types of planned gifts. We find gentle, but consistent ways to invite our donors to remember our organization in their will or estate plan because that’s where 85% or more of all planned gifts come from. (I just read today about theContinue reading “Bequests or Annuities?”