A Legacy of Generosity

The "New Normal" of Remote Development Work


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Remote development work isn’t a temporary fix—it’s our new hybrid reality.

In this timely episode, Mark⁠ & ⁠Carl⁠ welcome Paul Grassman of Thompson & Associates to discuss how the planned giving profession has evolved since the early days of the pandemic. Together, they explore what hybrid donor relationships look like and how fundraisers can thrive in this blended environment.

Inside this episode:

  • How remote tools reshaped planned giving
  • What hybrid donor engagement looks like today
  • When to prioritize in-person vs. virtual meetings
  • How to sustain long-term donor relationships in a digital world

🎧 If you’re navigating the balance between Zoom and face-to-face interactions, this episode offers practical clarity.

Key Topics/Themes: Remote work, hybrid development, donor relationships, planned giving tools

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A Legacy of GenerosityBy Leave a Legacy MN

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