Like peas and carrots. Sharpe consultants Julie Schuldner and Kristin Croone join host Grant Miller in a lively discussion about integrating planned giving into your year-end giving messaging. They share proven year-end communications strategies for success and discuss mistakes to avoid during the most generous time of the year.
Panelist info:
Host Grant Miller is an award-winning creative writer and senior editor with Sharpe Group.
Kristin Croone, JD, Sharpe Group Senior Consultant, has worked for both law and accounting firms and has served as director of planned giving and legal counsel for the Community Foundation of Greater Memphis. In addition, Kristin has valuable experience in donor stewardship as well as tax and estate planning law and processes, including estate settlement.
Julie Schuldner, MBA, CFRE®, Sharpe Group Senior Consultant, works with many Sharpe clients to analyze and update their donor data, plan their planned giving strategies and create effective donor communications.