Doing Good and Doing Well
Employing reverse mortgages and gift annuities can help planned-giving officers guide elderly donors into mutually beneficial arrangements.
Also, it should be said that the successful planned-giving officer is in the relationship business. This strategy fills the bill for a high level of donor cultivation, service and relationship building. As for a business-development function, the RM lender might have a company foundation that issues grants or it might be enlisted as a corporate sponsor for a special event, securing another relationship.
- People:
- Steffan F. Cress
- Places:
- Tampa, Fla.
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