Entries by Patti Moran

So, You’re Almost at Year’s End and Your Appeal is Out. Now What?

by Melissa Irish, PRG Managing Associate A few tips on making your year-end appeal even more successful! Make sure you inform your donors that they can make gifts of appreciated stock. (And make sure you have a broker that can receive such gifts!). With so much growth in the markets, there are huge advantages to […]

We Are Seeing Higher Numbers than Two Months Ago…

Jewish Family & Community Services East Bay (JFCS East Bay), a treasured client of PRG, is at the forefront of one of the largest resettlement efforts in US history. Through the support of hundreds of donors, staff, and volunteers, we are proud to say that the agency is doing an exceptional job. When Afghanistan fell […]

Important Lessons from the Front Lines of a Capital Campaign

by Elliot Levin, PRG President & Founder PRG recently served as capital campaign counsel to the largest, successful campaign in recent Sonoma County history – the $48 million Caritas Center, developed by Catholic Charities of Santa Rosa – that brings hope and a new start to homeless families and individuals through a comprehensive mix of […]

A Planned Giving Program is More Relevant Than Ever

by Andy Eber, PRG Senior Associate Many nonprofits are just beginning a new fiscal year. Agency leaders are navigating the ever-changing COVID landscape and having survived the worst (we hope) of the pandemic, everyone is acutely aware of the need for financial reserves and revenue stability. It may seem counterintuitive that, in the midst of […]