Keep your planned giving correspondence and marketing materials simple. Prospects won’t respond if they do not understand what you’re telling them. And if you are a lawyer, please read this paragraph twice.
Here are two simple statements that get your point across:

You don’t have to be wealthy to make a significant gift.
You can make a gift […]

Category: Planned Giving Marketing on July 25th, 2007

Most of us in planned giving started out doing something else. We were volunteers, annual giving officers, ministers, financial planners, insurance brokers, teachers.

Category: Planned Giving Marketing on July 18th, 2007

What fundraiser has not faced a boss who:

doesn’t understand how planned gifts work,
doesn’t want to learn, and
thinks that planned gifts are an “easy out” for donors who should have made an outright gift?

Sorry, but that boss is not going to smack his forehead one afternoon and exclaim spontaneously, “Where have unitrusts been all my life?”�

Category: Planned Giving Marketing on July 13th, 2007