Integrating Planned & Major Gifts: Jazzy but Hard to Dance To?
As economic and other pressures tilt fundraising towards greater collaboration between planned and major gift officers, what can we learn from a seasoned planned giving officer and an aspiring principal/planned giving officer regarding integration efforts at a large organization trying to make that happen? Is it easier said than done? Their experiences will be shared through the prism of a revealing time line charting their organization's progress, and will provide participants with powerful insights. They will include feedback from other organizations to identify obstacles, metrics and best practices for integrating functions that have been in separate silos for decades.
T. Joseph McKay
National Conference on Philanthropic Planning
National Standards for Gift Planning Success