A donor makes a major gift, the check arrives, and then… nothing. For more than 90 days, a very large check sat untouched in a finance department because no one knew what to do with it. And no one asked for help. It is a powerful reminder that fundraising doesn't end when the donor says yes; every department has a role in protecting the trust that made the gift possible. Getting the gift may be our job, but honoring the gift is everyone's responsibility.
Read MoreHeritage societies are quietly regaining importance because they do far more than recognize future gifts, they strengthen long-term donor relationships today. Planned giving represents one of the largest and most overlooked sources of charitable revenue, yet many organizations still treat legacy donors with minimal stewardship. A well-structured heritage society creates visibility into future commitments, reinforces donor loyalty, and normalizes conversations about lasting impact. With modest effort and consistent attention, these programs can become a powerful driver of long-term financial resilience.
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