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For most land trust organizations, I don’t recommend big assertive planned giving programs. It can get too complicated too quickly, and 8/10 planned gifts are either bequests or beneficiary designations. It’s quite easy to market such gifts passively. Also, the management of any of the...

Fundraising planning should always start with the program goal. Starting with the program goal does not necessarily imply that every goal is attainable, but starting there is important. The program goal is a “net” goal for fundraising; that amount needed to run the programs and...