Treat Your Prospects Like Donors, and Your Donors Like Friends

There is one marketing truth you must understand: People give when they are ready to give, not when you are ready to sell (i.e., “ask”). So, just because your lead is not ready to buy (donate) today, doesn’t mean they aren’t important. After all, today’s leads are tomorrow’s donors, or next month’s or next year’s. Read more »


Category: Planned Giving Marketing on November 20th, 2008

Get the Year End Going

Year end is a time of retrospect and anticipation.  For fundraisers, especially those responsible for planned gifts, you remember all that you didn’t get done and anticipate all there is to do before December 31!

Helping your donors meet the December 31 tax deadline (See solicitation letters for Year End Giving in a Tough Year) means that you can plan on staying longer and doing more than just about everyone else — except for your office’s gifts processor.  So plan a nice rest in January (Isn’t there a planned giving conference in the Caribbean, then? There should be…) and get ready for the year-end sprint. Read more »


Category: Planned Giving Marketing on November 18th, 2008