Little guys still catch some big ones with Planned Giving

I always kvell (Yiddish for experience joy for someone else’s success) a bit when I see former clients – even the little guys compared to some of the fundraising giants out there – reel in a really big planned gift.

The following article is an amazing example of how even the ordinary fundraising shops – typically without planned giving staff and little planned giving budget – can cultivate and celebrate “transformative” planned gifts.  This one is a $5 million bequest intent to SUNY Oswego:

If you are a small fundraising shop, you can do it, too!

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