Planned Giving

We talk about RFM (Recency, Frequency, Monetary Value) as a powerful framework to understand and segment our donor pool. But here's the challenge: we often think of RFM as a single measure or apply it in only one way. The reality is that RFM can be leveraged strategically across your entire fundraising operation — from… Read More »Beyond the Basics: Using RFM to Connect Engagement, Annual Giving, and Planned Giving