At this point in the strategic planning process you have looked at the internal and external situation, identified key trends that will impact your organization and your clients…
By this point in the strategic planning process you’ve gathered information, examined the external and internal situation and confirmed your mission and vision…
Most organizations have a mission statement, but many Board members and senior staff can’t articulate it well. Most paraphrase with some degree of accuracy…
Before looking to the future, it is vital to determine your organization’s current situation (internally and externally) and identify key trends that…
Small to medium not for profits operate in an ever changing environment, and need effective strategic planning to be successful. Limited resources make this difficult, and often…
Strategic planning, like vacation planning, could be creative and fun. But, then, it could be serious and downright difficult. For those of us who have…
What needs to be done to launch an Estate Giving Program?
Establish a Committee (which meets very infrequently)
Prospective Membership…
With approval to proceed we would recommend that the staff member responsible for the program join the Canadian Association of Gift Planners . CAGP has a chapters across Canada and…
What motivates a donor to make an Estate Gift?
Estate giving donors want to make a difference! While many individuals might want to be a major donor…
Our third blog in the series talks about taking the first steps toward an Estate Giving Program.
Next steps for “not quite ready” OR first steps…
