In this episode of Sharpe Insights, we explore the crucial role of donor data in enhancing your planned giving program. Join me, Grant Miller, as I sit down with Jim Ross, CEO of Sharpe, to discuss best practices for maintaining accurate and actionable donor files. We dive into the importance of having complete, current, and correct data to build trust and tailor your outreach effectively. Jim shares insights on updating donor information, identifying valuable opportunities, and how generational differences can impact communication strategies. Whether you're new to planned giving or looking to refine your approach, this episode offers practical tips to strengthen donor relationships and maximize your fundraising efforts. Tune in to gain invaluable knowledge that can elevate your nonprofit's impact.