Should you target market financial advisors in order to get more legacy gifts?
OCTOBER 20, 2017
But, seriously, the decision to target market to financial advisors depends on the nonprofit that employs you. If you work for a Community Foundation, I’d say almost 90% of your marketing should support your efforts to meet and build relationships with local estate planning professionals. But if you work just about anywhere else I’d turn that upside-down so you use your marketing to help you generate leads and build relationships with individual donors.