Planned giving is about credibility and legitimacy. If you’re not taking it seriously, your organization, and you, will not be taken seriously.
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.
From a no-nonsense simple online presence to robust planned giving marketing solutions for savvy donors.
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.
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: Website, Marketing, Outreach
- Module 2: Back Office Operations (all the forms you need to formalize your program)
- Module 3: Building Donor Relations (tools and forms)
Purchase the entire Box as a whole, or each module separately. More.
Most “experts” place the practice as having been birthed in the 1970s — or maybe as far back as the ’40s. So it’s safe to say the first planned gift must have been made sometime in those decades. Right?
“It’s never government, the economy, or tax laws that are our enemy. It’s ourselves.”— A CEO of a healthcare foundation, remaining anonymous.
Annual giving tends to focus on immediate needs. Planned giving is more focused on long-term growth. Although we need both, focusing on long-term growth creates stability.
There is a perception that many fundraisers are job-hoppers, never staying in one role or with one organization for long.