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Making Mid-Level Prospects into Major Givers
With “Legacy Life Giving”

Tom Ligare and his colleagues at Planned Giving Marketing Solutions, LLC are promoting a gift type that helps build long-term endowment by making it easier for mid-level donors to engage in major giving.

We decided to find out more about it…

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Before You Go…
The 25 Documents You Need

It was a worst-case scenario: the house was trashed, and so was the estate.

The gentleman who had lived there had been in a physical and mental decline for some time, and when his next of kin tried to put the pieces of the estate together after his passing, there were three floors of junk to dig through, and none of the documents they really needed was there.

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Marketing Gift Annuities After The Rate Reduction

by Brian Sagrestano

With the November announcement that the American Council on Gift Annuities recommended gift annuity rates would be reduced effective January 1, there was a healthy debate in the charitable community about whether to advertise this change to prospects. With the change behind us, it is a good time to reaffirm that our planned gift marketing should be focused on:

  • supporting the good that we do (our mission),
  • while helping the prospect meet a personal planning objective (like increasing retirement income).

This donor-centric approach ensures that our appeals will produce qualified leads, regardless of gift annuity rates.


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Gone Without Trace:
Man Bequeaths $2 Million to Uncle Sam

By Viken Mikaelian

I don’t think any of us would be in this business if we didn’t believe that philanthropy, giving, the act of charity – no matter how humble – ennobles everything it touches.

But I don’t know whether to laugh or cry just now, because I learned recently that a man in Florida willed his house to the U.S. government so the sales proceeds could be applied to defray the National Debt. Read more »


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Jessica

Before she became ill, I used to see Jessica every Sunday night when her parents came to play in the little mixed-couples pickup basketball league at the parish gym. At that time — and this was twenty years ago — Jessica was about one year old. Cute kid. An only child who was barely talking yet.
During the games when I was on the sidelines, I’d try to say hello to her and make friends. Usually, a child will come over and get acquainted with me sooner or later, but not Jessica. No matter what I tried, she wasn’t having any part of it. She kept her distance.  For some reason, I frightened her.
Later that year, Jessica became ill. The doctors said she had neuroblastoma, a form of cancer that most commonly affects children under the age of five, usually detected only after it has started to spread. So even before she was age two, Jessica knew what it was to lose her hair to chemotherapy.
The illness brought our whole parish together to find ways to help Jessica and her family.  It was no surprise that one major area where help was needed was money.  Jessica’s parents were not well-to-do people — just good people.
Many Voices
So with the parents’ permission I began organizing fundraising events.  One was a multi-choir concert featuring singers from four multi-denominational local churches. It seemed a life-affirming way for the community to contribute. Ticket proceeds would help to pay the $5,000 deductible on the little girl’s health insurance.
One day I met Jessica and her parents at Children’s Hospital of Pittsburgh — where the little girl was receiving an emergency transfusion — to finalize some important concert details. Jessica’s dad invited me to stick around until his wife and Jessica returned.  Knowing the effect I had on the child, I was hesitant to stay, but ultimately
I did.
Soon, Jessica’s mom turned the corner pulling one of those portable IV drip trolleys.  Jessica was in her arms connected to an IV tube.  When Jessica saw me she immediately hid her face against her mom.  We all chuckled, and I thought, “Some things never change.  What is it about me that frightens her?”
Jessica’s Gift
But the next thing I knew, Jessica turned back, stared at me for what seemed like minutes, then reached out her little arms like she wanted to give me a hug!  After I cautiously approached, she put her arms around my neck and just squeezed. One-and-a-half-year-old Jessica was giving me the biggest hug she could. Words can’t describe how I felt at that moment.
Then her parents explained.
“Do you know why Jessica hugged you, Jack? It’s because you’re bald. Jessica thinks you have cancer, too. And she’s trying to comfort you.”
Jessica passed away a few months later. If she had lived, she’d be celebrating her 20th birthday in 2012. Fortunately, her parents were later blessed with another daughter and a son — all healthy.
I share this story because Jessica’s compassion changed my life. I began by trying to generate a gift for her, and in the end her gift to me was greater — a lesson on how suffering can help people put aside their fears to serve one another.  She enabled me to realize that there is no greater gift than the gift of compassion.
When I was recently ordained a deacon in the Roman Catholic Diocese of Pittsburgh, I incorporated Jessica’s story into my first homily.  I continue to share it today with others as I have with you.
Despite Jessica’s short lifespan, she lives on through her kindness and compassion.
That’s what I call leaving a legacy.By Jack Miller, CFRE

By Jack Miller, CFRE

Before she became ill, I used to see Jessica every Sunday night when her parents came to play in the little mixed-couples pickup basketball league at the parish gym. At that time — and this was twenty years ago — Jessica was about one year old. Cute kid. An only child who was barely talking yet.Jessica knew what it was to lose her hair to chemotherapy

During the games when I was on the sidelines, I’d try to say hello to her and make friends. Usually, a child will come over and get acquainted with me sooner or later, but not Jessica. No matter what I tried, she wasn’t having any part of it. She kept her distance.  For some reason, I frightened her.

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Suggested payment rates for charitable gift annuities will decline effective January 1, 2012

Suggested payment rates for charitable gift annuities will decline effective January 1, 2012. Many fundraisers are viewing the drop as a marketing opportunity – a chance to prod their prospects into locking in current higher rates by making a gift now.

If you’ve been trying to get this message out to your prospects but haven’t had the time to compose and produce it on your own, we invite you to download one of our sample letters (download at the end of this post). There’s no charge and there’s no catch: We’re committed to making your job more easy.

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“Monkey See, Monkey Do” Fundraising:

E-Marketing Is Not the Answer

by Viken Mikaelian

If you really think you can run a planned giving program on autopilot with outsourced help that supplies electronic tools online such as tax reference libraries for prospects and financial advisors, articles on gift laws, automated email blasts, complicated calculators, etc., this article is for you.

One of the scariest things I see is that many fundraisers are entirely, foolishly depending on this stuff (which no one reads) and on the Internet for marketing, and worse, simultaneously abandoning direct mail and other print media for outreach to new donors and prospects.  It is terrifyingly stupid, ugly, lazy, and cheap.

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You’re Late for the New Paradigm

By John Foster

Not so long ago, fundraising reflected the sunny optimism of the overall economy.  Our donors had secure, well-paying jobs; the value of their McMansions and vacation condos was projected to follow an endless upward arc; and when they opened their retirement-plan statements, the ending balance was always gratifyingly larger than the previous month’s.

What a difference a few years and some economic “uncertainty” make. Read more »


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Headless Fundraising: Where’s the Leadership?

By Viken Mikaelian

I was invited to speak at a national charity conference with over 800 attendees. I know some of them were Directors of Operations and Chief Executive Officers.

So where the heck were they hiding?

The conference featured something for everyone, topic-wise — from operations and finances to strategies and fundraising philosophy, they had it covered. The conference was a huge success… except for my session, which was on planned giving marketing.  Read on.

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Survey Says: Snail Mail Speaks Louder Than E-mail

The folks at Pingdom put most of these survey numbers together based on estimates for 2009, and you know what? If you were expecting miracles from e-mail, you’re going to be disappointed.

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