Highly qualified Financial Planners and Wealth Advisors who deliver full financial plans for their clients are key influencers who can help you gain access to wealth that may not otherwise find its way to your organization.
Imagine Canada has launched a national initiative called the Personal Philanthropy Project. Aimed at individuals, the goal is to encourage affluent Canadians to be more intentional around their philanthropy and to ultimately give more to charities.
For charities, I truly believe ripe opportunities lie in companies they have never approached. But the ask has to be made, and you can’t be afraid to take a risk. No risk, no ROI!
Planned giving metrics no longer mirror the major gift cycle which guides the principles of moves management and is the basis of metrics used to set and measure performance for major gift officers (MGO). Major gifts metrics and moves management are less and less applicable to performance metrics for planned gift officers (PGO).
Highly qualified Financial Planners and Wealth Advisors who deliver full financial plans for their clients are key influencers who can help you gain access to wealth that may not otherwise find its way to your organization.
Imagine Canada has launched a national initiative called the Personal Philanthropy Project. Aimed at individuals, the goal is to encourage affluent Canadians to be more intentional around their philanthropy and to ultimately give more to charities.
For charities, I truly believe ripe opportunities lie in companies they have never approached. But the ask has to be made, and you can’t be afraid to take a risk. No risk, no ROI!
Planned giving metrics no longer mirror the major gift cycle which guides the principles of moves management and is the basis of metrics used to set and measure performance for major gift officers (MGO). Major gifts metrics and moves management are less and less applicable to performance metrics for planned gift officers (PGO).
We often feel there is not enough time to do everything we want to in a day - but I believe there is always time for a thank you.
