Personalization Is Key to Planned Giving
Planned Giving
MARCH 31, 2025
Not policies. So if you want to build trust, dont hide behind generic templates and third-person bios. They can sense when your letter is a template. Meetings get easier to book. It's all about the donor. In Part I of this series (Your Bio Is Boring. Lets Fix That.), Not portfolios. Not cold emails or sterile tax jargon.
Let's personalize your content