Strategic Positioning
July 14, 2016
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By this point in the strategic planning process you’ve gathered information, examined the external and internal situation and confirmed your mission and vision…
Strategic Planning: Mission & Vision Revisit
July 11, 2016
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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…
Planning – The Situation Review
July 7, 2016
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Before looking to the future, it is vital to determine your organization’s current situation (internally and externally) and identify key trends that…
Strategic Planning: Introducing the 5 steps to effective strategic planning
July 4, 2016
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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 is like Vacation Planning
June 24, 2016
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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…
Launching an Estate Giving Program
April 22, 2016
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What needs to be done to launch an Estate Giving Program?
Establish a Committee (which meets very infrequently)
Prospective Membership…
How do I prepare my charity for an Estate Giving Program?
April 15, 2016
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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…
Why are donors interested in estate gifts?
April 7, 2016
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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…
First steps preparing for an Estate Giving Program
March 30, 2016
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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…
Is your organization ready for an Estate Giving Program?
March 22, 2016
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The second blog in our Estate Giving series is about organizational readiness.
When should your charity consider establishing an Estate Giving Program?
Estate or Planning Giving…
