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James Gold
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Blog Posts (8)
Jul 24, 2024 ∙ 4 min
Planned Giving: It's a Culture, Not a Program
Planned giving is about building a culture—one that requires a team effort where all members of the philanthropy team are involved...
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Jan 3, 2024 ∙ 2 min
Documenting Donor Bequests: Is it an Art or Science?
Meeting donor expectations will require a donor-centered approach, while also balancing the organization’s desire to count future intentions
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Aug 23, 2023 ∙ 3 min
Planned Giving Officers: External vs. Internal Hiring
By James Gold Q: Do we need to hire a planned giving professional from outside of our organization? As a health care organization, we...
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Mar 29, 2023 ∙ 3 min
Philanthropy Policy and Guidelines: Spring Cleaning Must-Haves
By James Gold and Jessica Carswell, CFRE Nothing is more inspiring and magical than the generosity of a donor making a transformative...
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Sep 6, 2022 ∙ 4 min
Planned Giving—An Immediate Impact Today
By James Gold “If not now, when?” In my daily work with health care organizations, I frequently hear the following statements from...
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Aug 25, 2022 ∙ 3 min
Is Your Gift Planning Program Campaign Ready?
By James Gold Here’s a simple truth: deferred and realized planned gifts account for 10% to 30% of annual philanthropic dollars raised....
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Aug 25, 2022 ∙ 4 min
Imposter or Professional? Grasping Planned Giving
By James Gold I remember sitting at my first planned giving conference over twenty years ago, feeling overwhelmed and clenching my teeth....
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Aug 23, 2022 ∙ 3 min
Hiring a Long-Term Philanthropy Executive: Aligning With C-Suite Leadership
By James Gold Retention of development professionals in health care philanthropy is disheartening. With the average tenure of a health...
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