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Suggested payment rates for charitable gift annuities will decline effective July 1st, 2008. 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. Read more »
Category: Planned Giving Marketing on April 19th, 2008
Suggested payment rates for charitable gift annuities will decline effective July 1st, 2008.
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. Read more »
Category: Planned Giving Marketing on April 18th, 2008
Whether you’re Yale, the local Diocese or the SPCA around the corner, your “talk” should be simple, direct and concise; preferably written in 10th grade English. Make that 9th grade.
“But my prospects are smarter…”
They may be, but the average attention span is not geared for reading anything that requires effort. So if you’re writing copy for your next solicitation, brochure or newsletter, here are some pointers: Read more »
Category: Planned Giving Marketing on March 1st, 2008
Market constantly and aggressively to your prospects! … It takes them a long time to make a gift commitment, so stay in their faces! … If you think planned giving is interesting, they will, too! … The Internet has revolutionized the whole process of closing planned gifts. …The Send key is the fundraiser’s greatest friend… Blah, blah, blah… Read more »
Category: Planned Giving Marketing on February 20th, 2008
With the perspective of one year, here’s the way we see it…
Most donors weren’t looking to make outright gifts from their IRAs. What they wanted to do was roll their accounts over, tax-free, into a charitable life-income plan. They wanted to retain or increase their income, not give it away or reduce the value of their plan. Read more »
Category: Planned Giving Marketing on February 4th, 2008
Or, Planned Giving Placed on the Back Burner, Again.
They say that planned giving is being placed on the back-burner because of tight budgets, smaller staffs and not enough time.
Bull. There’s an underlying reason that none of us wants to acknowledge. Read more »
Category: Planned Giving Marketing on December 25th, 2007
Right or wrong? Good or evil? Proper or improper? Just do the right thing! Sounds easy, doesn’t it? But what happens when you run into an “ethical” quandary?
Good Ole’ Granddad
Your organization helps teenagers with substance abuse. One of your board members announces he’s received a large inheritance from his grandfather and is going to donate $50,000 in his grandfather’s name. The local paper discovers granddad made his money from the sale and distribution of alcohol. Your policies and procedures state that all alcohol-related gifts are unacceptable. Read more »
Category: Planned Giving Marketing on November 22nd, 2007
Whoa! Before you press that “send” key, stop and think. You can easily alienate your prospects here. Ready for a quick quiz? Consider the cost of non-responders. Read more »
Category: Planned Giving Marketing on October 27th, 2007
Measuring website metrics (stats) is not an easy task. It’s also a science the very few can do. Unless you have someone who specializes in metrics, you are not going to get reliable data. Below are some steps that may help.
First, understand that you do need reliable data, and it is easy to end up with misleading data.
“How?” you ask. Read more »
Category: Planned Giving Marketing on September 10th, 2007
Have you ever asked yourself: Who Are We? (All us fundraisers, that is) …
<<< … and that includes you … >>>
We’re embarking on a survey… with questions that have never been asked before… a survey to discover Who We Are.
We don’t just want to know how many bequests you close, what your operating budget is, or how many people work in your shop. We want to know your personal likes, dislikes, ethics and opinions; whether you prefer beer or wine; if you vote Red State or Blue State; and just how far you’re willing to go to close a gift.
For those of you who are a little sensitive, relax. The survey is completely confidential. Even we won’t know who the respondents are. And looking at some of the responses we’ve received so far, we’re glad we don’t.
Category: Planned Giving Marketing on August 25th, 2007
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