Planned Giving is Not About Money.
Planned giving is about credibility and legitimacy. If you’re not taking planned giving seriously, your organization, and you, will not be taken seriously.
An exclusive, end-to-end marketing strategy for sizeable accounts.
Our Enterprise Solutions are the first choice among national organizations, community foundations and large nonprofit centers with chapters or member organizations.
Specially designed, comprehensive turnkey packages available for 12, 24 and 36 months.
A planned giving website for your prospects and even a planned giving website for financial advisors is not an add-on to your marketing plan. It’s the hub. A must. And it gives them 24/7 access to your information for their philanthropic aspirations..
We can deliver a no-nonsense simple online presence for your nonprofit to robust planned giving marketing solutions for savvy donors and philanthropists.
Landing pages with digital outreach (e-broadcasts) is the way to get attention, build trust and convert casual browsers to active visitors.
Whether you need to explain charitable giving tax benefits, giving through a donor advised fund, or how federal income tax deductions of giving appreciated stock at year end work, we have marketing and legally approved language.
Fact: print marketing is far more powerful than e-marketing. So if you are planning on using e-marketing alone, don’t; balance it with print. Access a comprehensive series of gift planning tools and marketing materials a-la-carte or consider a complete solution (a marketing bundle) with a 12- to 36- month comprehensive marketing plan.
Financial, Estate and Charitable Planning. These All Go Hand-in-Hand.
But brace yourself. Most financial advisors do not understand how planned gifts work. That is, the people counseling your prospects on how to manage their assets do not understand planned giving.
This is not a criticism. Just a fact. Become a resource to them and make sure they read The Importance of Planned Giving.
All the smarts you need “in a box”: Developed by two former Ivy Leaguers, UVA Law Professor of Philanthropy, and a fundraiser (and attorney) who has raised millions.
- Module 1: Planned Giving Website (Beneficiary Designations), Marketing, Outreach
- Module 2: Back Office Operations (instructions and forms you need to formalize your program)
- Module 3: Building Donor Relations (tools, forms and advice)
Did you know that annual gifts and major gifts go up when you have a solid planned giving program in place? The Box is a great place to begin. Want grantors, grantees, sub-grantees and your board to take you more seriously? Follow all of the step-by-step instructions in The Box (The Box is so simply laid out that even an administrative assistant or intern can follow it.) It has all the content and verbiage you need from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.
The Box is also helpful to consultants who want to focus on their practice instead of writing copy.
Purchase the entire Box or each module separately. More.
Recently, an IT functionary at a large Midwestern institution convinced the Development team to produce their planned giving website in-house. It took them 8 months.
Planned gifts are not always deferred. Some provide immediate cash, some come in sooner than you think, and here are a few tips to accelerate them.
People often ask me about my life. What’s my background? Where’s my accent from? Where did I grow up? Where did you meet your wife? One of these days I’ll get around to answering all that… But the most common question I get is, “Viken, how did you get into planned giving?” Answer: By Accident.
From troubled childhood too exec. It’s a Tale of Three Generations. A true story of a friend I just reunited with. He told me about this some 35 years ago, but I did not “get it” until I watched this video.