Overview

According to a study done by Decima Research, roughly 34 percent of those surveyed said they would consider including their favorite charity in their estate plans. So for every ten donors, three to four said they would be open to a conversation. Sadly, only 17 percent of those donors said that their favorite charity ever asked. Much of what holds people back from pursuing planned giving is that they see it as something complicated, taking a lot of time and way too much effort. Simplify provides a simple approach to planned giving, allowing you to get in the game and get results in a short amount of time. Through a blend of stories and real examples, the author touches on all the aspects of starting and sustaining a successful planned giving program. Joe's conversational tone makes this an enjoyable read and is an essential tool for nonprofit leaders, board members and fundraisers.

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9781942489153

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Author Information

With a need for a more relational approach to fundraising, Joe blends his relational sales training and simple planned giving approach to help organizations develop thriving and sustaining planned giving programs. Joe trains fundraisers to move away from transactional fundraising to building relationships that lead to deeper and longer lasting relationships with donors. Those relationships lead to more engaged donors and more planned gifts. Joe has an Associates degree from Montgomery County Community College and a Bachelor of Science from Saint Joseph's University in Philadelphia He received his Chartered Advisor in Philanthropy certification from the American College in Bryn Mawr, PA. He lives in the Philadelphia area with his wife Lorraine and the Jack Russell/Hound Dog they rescued, Tye.

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