Serving Clients Full Circle

Writings by Randall

Posts tagged plannedgiving
Relationship Be Damned, Full Speed Ahead (and right into the iceberg)

Wealth screening is a valuable research tool, but it was never meant to replace professional judgment. When organizations ask donors solely at their estimated financial capacity rather than at a level supported by trust, engagement, and demonstrated commitment, they confuse information with strategy. The strongest philanthropic relationships are built over years, not by algorithms.

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