Meaningful Conversations:  The Importance of Vision and Emotions in Planned Giving

Meaningful Conversations: The Importance of Vision and Emotions in Planned Giving

Get Fundraising Articles + Tips Like This In Your Inbox! - Click Here! Meaningful Conversations, Vision and Emotion in Planned Giving The world has changed dramatically over the past year and that means we too have changed, and so have our meaningful conversations....
Financial Planning Week – Interview with Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada

Financial Planning Week – Interview with Greg Pollock, President and CEO of Advocis, The Financial Advisors Association of Canada

“My wish is that as young people achieve greater financial literacy through school and initiatives like Financial Literacy Month, that they will continue learning to value money in a way that will help them understand the importance of philanthropy later on in life”...
Financial Planning Week – Interview with Paul Nazareth, VP Education and Development, Canadian Association of Gift Planners

Financial Planning Week – Interview with Paul Nazareth, VP Education and Development, Canadian Association of Gift Planners

“Really having an advisor to help a client articulate what they want to do, set some goals, and even open up some dreams…that’s where strategy and planning comes in. That’s what advisors can do – they build – they build financial security, and...

The Woman's Financial Game Plan: 7 Key Strategies

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Donor Attraction Strategies for 2021

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Donor Attraction Strategies for 2021

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Donor Attraction Strategies for 2021

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