If you’re not sure, maybe it’s time to forget Conventional Marketing Wisdom (CMW) and start thinking strategically.
When you market planned gifts, you are trying to persuade people to do something that most of them don’t even want to think about – permanently transfer assets away from their control and that of their families. Even your […]

Category: Planned Giving Marketing on May 28th, 2007

Marketing noise: every day the average prospect is inundated with over 2500 marketing messages. In a large city, it’s over 3700. A battle is being fought for the eyes and ears of the world, and in most cases the enemy is an overstuffed mailbox.

Category: Planned Giving Marketing on May 25th, 2007

“I can contact 2,000 prospects with the push of a button.”
Oh, really!?

Category: Planned Giving Marketing on May 16th, 2007

This article is not for the faint of heart or the fawningly polite!
Your Prospects Don’t Want “Planned Giving” News.
The next time a planned giving vendor tells you they’ll generate repeat traffic on your planned giving website by delivering “exciting” revolving planned giving articles in online reading rooms, stop for a reality check. Your planned giving […]

Category: Planned Giving Marketing on May 16th, 2007

Absolutely. U.S. seniors use the Internet more than their younger counterparts and are the fastest growing sector of the PC-purchasing public. They also hold the majority of the wealth in the U.S. and are your main market. As they migrate to the Net, you should be there to meet them there.
The article titled Seniors and […]

Category: Planned Giving Marketing on May 16th, 2007

Website HITS, or
How Idiots Track Success: A must-read article.
Most fundraisers aren’t that tech-savvy. And if one does not understand the basics, it´s much too easy to go down a misguided path by taking advice from someone not as much interested in his or her institution´s long-term interest.
Website “hits” mean nothing. Nada.

Category: Planned Giving Marketing on May 16th, 2007

Not only are your prospects online, but they’re savvy online. Now is the time to meet them there.
They’re researching. Investing. And their numbers are growing. If you don’t have a compelling Web presence, you simply don’t exist.

Category: Planned Giving Marketing on May 16th, 2007

The classic cry of the binge marketer is “Oops… business is slow. I guess I’d better do some marketing and send out a mailing.” If you find yourself in the middle of a quiet spell, thinking that a few actions, a couple of phone calls and a mailing here and there will get things moving […]

Category: Planned Giving Marketing on May 16th, 2007

There are so many lies, half-truths, and misguided misinformation out there about online fundraising that it’s driving me crazy.
Planned Giving Marketing Tools do not Close Planned Gifts.
I shop at Wal-Mart sometimes - there’s one around the corner. It’s not my hangout, but when I need some ordinary stuff, that’s where I go.
More often than not, […]

Category: Planned Giving Marketing on May 16th, 2007

Summary
If you are age 70½ or older, new legislation now allows you to make cash gifts totaling up to $100,000 a year from your traditional or Roth IRA to qualified charities without incurring income tax on the withdrawal. This is good news for people who want to make a charitable gift during their lifetime from […]

Category: Charitable IRA Rollover on May 16th, 2007