Tag Archives: doctrine

STRATEGIC PLANNING — Part 3: Donor Doctrine as the Starting Point

This gallery contains 1 photo.

A couple of years ago I published two articles on strategic and tactical planning and continue to be surprised at how those posts from 2012 continue to show up on the list of top reads. So here’s one more thought about the strategy-tactic idea and how it relates to charitable gift planning. The word “tactical” is the adjective form of the verb “to tact.” A sailboat heading into an opposing wind will tact back and forth, temporarily veering off course, in order to work its way toward its destination — the STRATEGIC OBJECTIVE. Simply put, TACTICAL PLANNING is a response or reaction to an immediate need (i.e. opposing wind). Continue reading

Gallery | Tagged , , , ,