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Plans are important, but they’ll never work unless you take action.

This month, the DBD team will be sharing ways for you to jump start your work in 2022.

Recently, someone I know received an annual campaign appeal from an organization that he has had a long and deep relationship with. His family has made major gifts to the organization, and they’ve made the organization a planned giving beneficiary. In this particular appeal, he and his wife were misidentified with an incorrect first name and salutation. At the same time, three other letters, with different names but listing his address, also appeared at his door.