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RFM and Wealth Screening for Major Gift Strategy
Learn how to perform an RFM analysis, the simplest tool to start narrowing your prospect list to your most impactful donors. This article contains background information and a video to lead you step-by-step into meaningful engagement.
Meeting the Moment: A Case Study on Building a Successful Planned Giving Program for an Arts & Culture Institution in the Jewish Sector
CCS’s partnership with Holocaust Museum LA (HMLA) serves as a helpful example of how to design an effective planned giving program.
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