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Planned Giving Tomorrow is now free to clients only and is published monthly. Not a client? You will need to subscribe and it carries benefits! But do please browse through past issues below and submit your comments here.

Planned Giving Tomorrow is the only magazine devoted to marketing planned gifts.

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2018 Special Report

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  • Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means.
  • What are the pros and cons of a merge?
  • What are the implications for planned giving as a specialty?
  • When is it time to ‘outsource’ gift planning?
  • What can the car industry teach the philanthropy sector?
  • Authors:

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  • Jeff Comfort
  • Camilyn Leone, Esq.
  • Dr. Scott Janney
  • Scott Lumpkin
  • Lisa Repko
  • Lynne Ierardi, JD

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Spring 2018: The Mistakes Issue

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  • Development Mistakes Board Members Make
  • A Four-Year Experiment To Build Endowments
  • Donor Frustration
  • Should We Learn From For-profits?
  • Some Fundraisers Do Not Like the Wealthy
  • A Crash Course in Graphic Design
  • How to Talk to the Wealthy

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Winter 2018: Personal Improvement and Productivity

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  • Donor doesn’t want to talk to you?
  • You have 100 blocks a day; how are you using it?
  • Technical corner: The New Tax Law
  • Forget multi-tasking; focus instead
  • Open door policy? Think again…
  • “Invisible results” – how to measure productivity
  • Looking A Gift Horse In The Mouth

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Summer 2017: Wealth

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  • I Want to Meet a Rich Man
  • The Trajectory of Wealth
  • You May be Asking Too Little
  • Blended Gifts
  • Emphasize the legacy, not the gift
  • Money Vs. Wealth
  • Managing Gifts of Retirement Plan Assets After the Donor Passes
  • Money. Money. Money. Are you prejudiced against wealth?
  • Humor. Use it.
  • Small signature line tip!

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Spring 2017: Leadership

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  • Want to Raise More Money? Engage Women Today.
  • Go ahead. Be average.
  • Deferring the Deferred.
  • Put Their Name on It.
  • Interview With 800 Fundraisers.
  • Butt Out.
  • Servant Leadership.
  • He Doesn’t Have a Leg to Stand On.
  • Dear President Trump.
  • Great Leaders Build Great Teams for Tomorrow.
  • Words of Wisdom From the Wall Street Journal and the Bible.

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Fall 2016: Storytelling

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  • Why Nonprofits Are Just Getting By
  • Turn Your Words Into Money
  • Taking The Risk Out Of Real Estate Gifts
  • The First Time I Called Marjorie
  • Fundraising Is Not For Sissies
  • The Tightrope Walker
  • IRA Qualified Charitable Distributions, PART 2
  • Gift Agreements Are Golden

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Summer 2016: Productivity

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  • Workus Interruptus; how you let others control your time
  • A magic power that makes you unstoppable
  • 3 Time Management Lessons
  • The “leftover bequest” was far more than what was guaranteed to us
  • Be Massively Productive
  • Avoid Budget Cuts
  • IRA Rollover stuff: increase value to donors
  • 10 Mistakes that kill your print marketing
  • Energize your career
  • Multitasking test
  • Add hours into your week

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Spring 2016

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  • The 1% Challenge
  • Why Getting in the Will Today Matters
  • Collaboration: What it’s not, what it is, and how to achieve it
  • 4 Steps to Your Perfect Everyday Elevator Pitch
  • What’s Hot, What’s Not for 2016
  • An Award No Fundraiser Wants
  • There is Such A Thing As Bad Publicity
  • Stuck in the Office? Then, About Face!
  • The Millennial Challenge
  • Three Key Details To Know About Your Prospects
  • Dollars Aren’t The Only Green Gifts

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Fall 2015

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  • Do you dare to be ambitious?
  • There are more million dollar donors in your database than you think
  • Don’t assume your donor knows the details of his gift
  • 5 ways to jazz up your donor stories
  • Do you agree with America’s top fundraisers?
  • Survey results: what are your blind spots?
  • The lawyer-less gift plan
  • Why bet on a poker hand you cannot win?
  • The $10 million gift to the government
  • 10 bottles of vodka, a major gift and an unexpected friendship

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Spring/Summer 2015

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  • The sexiest 7 words in fundraising
  • The cure for “Indecisivitis”
  • Gift annuity Q&A
  • The trust-relationship-commitment cycle
  • The only real antidote to worry
  • Confessions of A former development director
  • What kind of gift would you refuse to accept?
  • How to build trust with the wealthy 1%
  • Want to be a savvy charity?
  • Never take marketing advice from an attorney

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January 2015

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  • Marketing is not an expense. It’s an investment.
  • Why Jews give.
  • Tough lesson learned after I made someone miserable.
  • Fundraising is not fun.
  • How to say “dead”.
  • CGA sale!
  • Learn from a car salesman.
  • Can you spell Bequeeeth?
  • Not pushing bequests? IRS will penalize you.
  • 14 real simple resolutions for this year.

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Fall 2014

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  • Bequests Are Dead
  • How to Ask People for More Money
  • How to Make a Lot of Money
  • Encounter with a Street Bum
  • The $94 Planned Giving Program
  • The Solicitation Letter – Magic Touches
  • 18 Planned Giving Marketing Truisms
  • Another “Hot” New Study… Really?
  • A Financial Advisor Talks About Planned Giving

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Summer 2014

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  • “But My Prospects Are Different.” No They’re Not.
  • Who’s Your Tom Bond
  • What’s Your Asking Style?
  • How About Never?
  • A Few Tricks of The CGA Trade
  • Doing Nothing… the Opportunity Costs

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Spring 2014

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  • Good News: The IRS Joined Your Marketing Team
  • Know Thy Prospect
  • Social Media: It’s not all it’s cracked up to be
  • Planned Giving and Air Conditioning
  • 10 Reasons Churches Need a Legacy Giving Ministry
  • Syracuse on Professional Advisors
  • Shocking news: Google is using US Mail.

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Spring 2013

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  • The Art of Planned Giving
  • Jumping to Conclusions About Donors
  • Fundraising’s New Look
  • Donor Calls: Don’t Phone Them In
  • One Mistake We Didn’t Make
  • Making Room for the Financial Advisor
  • Restless Restrooms
  • Owning Your Message

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Fall 2012

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  • Sex: Would You Do It to Get the Gift?
  • Skating to Where the Puck Will Be
  • Coming Clean About Annuity Fees
  • Field Guide to Real Estate Donors
  • Why We Love Awful Clients
  • Postal Mail Beats Bad Email
  • Donors Beg: “Tell Us Less!”
  • Can Humans Find Your Website?

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Summer 2012

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  • Complaints Are Good
  • There IS Money Out There
  • The Why of Lapsed Donors
  • Underground Revenue
  • Loving Your Competition
  • Don’t Leave Earth Without Them
  • Vacate Your Comfort Zone
  • “Don’t Use My Name”

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Winter 2012

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  • Jessica… a lesson from a 2 year old
  • Commitment to Survival
  • A Relationship, Not a Transaction
  • Winning the Style Wars
  • Donors Seek Lucid Giving
  • Guerrilla Your Dreams
  • Your Real-World Planned Giving Solution
  • Philanthropizing Millenials

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Fall 2011

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  • Viken Mikaelian: You’re Late for Reality
  • Dr. Suzanne Tucker Allen: For Nonprofits with a Future…
  • Gabrielle Dudley: Making the Ask by the Numbers
  • John Foster: Bold Fundraising versus Diminishing Returns
  • Joe Tumolo: “Listen, Do You Smell Something?”
  • Wilke Nelson: The Case for Guerrilla Fundraising
  • Geoff Harrington: Planned Giving to the Rescue!
  • I ♥ PPP (formerly NCPG) 2011 National Conference
  • Stop the Presses: We’re Not Special

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Spring/Summer 2011

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  • Debra Ashton: It’s All About Endowment (But Many Non Profits Still Don’t Get It)
  • He Makes Them Cry: Charles Evdos
  • Steve Perry: Show, Don’t Tell
  • Joe Tumolo: Make Quality Time for Donors
  • Michael J. Rosen: Not as Important as Men
  • Rob Silbaugh: Value Every Donor as a Friend…
  • Appreciated Stuff?
  • Tax Code Changes
  • And more…

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Summer 2010

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  • Marketing Planned Gifts to Financial Advisors? I Don’t Think So.
  • Who’s Afraid of Real Estate?
  • Double Your Salary in the Next Five Years.
  • Negotiation 101: How Both Sides Win.
  • How to Market a Gift Annuity to Someone Who Doesn’t Want One.
  • Planned Giving Newsletters That Work.
  • Celebrating a Bequest With Respect and Care.
  • Starting a New Gift Planning Program? Begin With the Essentials.
  • Planned Giving: Simple Stuff or Just for Harvard Lawyers?
  • And more…

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Spring 2010

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  • Kathryn Miree: Critical Donor Messages in Turbulent Times
  • Parlez-vous Bequest? Viken Mikaelian
  • Kelly Rowell: Facebooking
  • Mary Hopkins: My Estate Went to the World’s Best Charity… and All I Got Was This Lapel Pin
  • The Top Ten Marketing Realities for Nonprofits… of All Shapes and Sizes
  • No-Hassle Gifts the No-Hassle Way. Gayle Union
  • It’s Not Your Prospect’s Job to Remember You. Viken Mikaelian
  • Making Time for Your Donors (with Joe Tumolo and Sam Caldwell)
  • Tony Martignetti on CRUTs.
  • Scott Janney on the Estate Tax Accident.
  • And more…

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Summer 2009

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  • We discovered who made the first planned gift.
  • Is your Non-Profit the next Bernie Madoff?
  • Adventures in Fundraising.
  • Claire’s Q&A Cafe: a chit chat with a small, successful NPO.
  • We’re not sending out a year-end letter.
  • A small NPO’s best friend.
  • Trends of the times.
  • Diagnosis? Financial concussion. Prescription?
  • Not so smart.
  • Ed and me.
  • Is your board fired up?
  • Thinking of taking your NPO’s newsletter online? Think again.
  • Banks throw non profits to the curb.
  • No one Googles unitrusts first thing in the morning.

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Winter 2009

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  • All Annuitants Are Women and They Lie About Their Age!
  • Cigarette Smoking Will Not Kill You Today.
  • Fundraisers Boost Divorce Rates
  • Tainted Money
  • Age-Based Marketing: Rest in Peace.
  • Where’s Your Elevator Speech?
  • Nobody Ever Washes a Rental Car.
  • Treat Your Prospect Like Donors, and Donor Like Friends.
  • And more…

Contributors: Scott Janney, Bill Harrison, Viken Mikaelian, John Foster, Matt Hugg[/sc_list][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][vc_single_image image=”3954″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/wp-content/uploads/fall2008.pdf”][/vc_column][vc_column width=”3/4″][vc_column_text]

Fall 2008

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  • The End is Near. Again.
  • Why Most Planned Giving Marketing Fails.
  • Who Are Your Bequest Prospects?
  • 8 Top Features of a Planned Giving Website.
  • Wear Out Your Shoe Leather, Not Your Chair Cushion.
  • To Junk Mail, or Not to Junk Mail.
  • Ethics
  • And more…

Contributors: Doug White, Viken Mikaelian, John Foster & Staff[/sc_list][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][vc_single_image image=”3955″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/wp-content/uploads/spring2008.pdf”][/vc_column][vc_column width=”3/4″][vc_column_text]

Spring 2008

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  • How Close is Too Close (Part II).
  •  Marketing 101 – Back to the Basics!
  •  Asking for Principal Gifts: 4 Approaches
  •  They’ve Done it Again
  •  Find Your Audience, Then Find Your Money.
  •  You Can’t Guess Response Rates
  •  And more…

Contributors: Dan Rice, June Stephens, Joseph Tumolo, Bill Harrison, Viken Mikaelian, John Foster
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Winter 2008

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  • Planned Giving is Not an Important Component of Fundraising.
  • You Had me at Bequest!
  • The One I Wished Had Gotten Away
  • Barriers to Donor Centric Planned Giving Marketing.
  • IRA Rollover: A Year Later.
  • But My Prospects Are Smarter Than Everyone Else!
  • And more…

Contributors: Brian Sagrestano, Deb Blackmore Abrams, Mindy Aleman, Vincent Fraumeni, Viken Mikaelian, John Foster[/sc_list][/vc_column][/vc_row][vc_row][vc_column width=”1/4″][vc_single_image image=”3957″ img_size=”full” alignment=”center” onclick=”custom_link” link=”/wp-content/uploads/fall2007.pdf”][/vc_column][vc_column width=”3/4″][vc_column_text]

Fall 2007

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  • Are You A Binge [Planned Giving] Marketer?
  • How Close is Too Close?
  • Convincing Your Boss and Your Board
  • Planned Giving Placed on the Back Burner. Again.
  • Why Planned Giving Newsletters Don’t Get Read.
  • What’s Wrong With Some Bourbon
  • And more…

Contributors: Jerry Rohrbach, Viken Mikaelian, John Foster, Katherine Fritz[/sc_list][/vc_column][/vc_row][vc_row][vc_column][vc_column_text]

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