Convincing Your Boss and Your Board

Convincing Your Boss and Your Board

What fundraiser has not faced a boss who doesn’t understand how planned gifts work, doesn’t want to learn, and thinks that planned gifts are an “easy out” for donors who should have made an outright gift?

Create a Legacy You’ll Never See

Create a Legacy You’ll Never See

Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.

Trust-Based Fundraising

Trust-Based Fundraising

I’ll be blunt: You can get lucky with lust, but you get married and stay married with trust. You’re probably thinking, “What does that have to do with marketing or fundraising?” Well … read on …

Do For-Profits Raise Planned Gifts?

Do For-Profits Raise Planned Gifts?

Do for profits copy nonprofits? Often. Does the nonprofit sector copy the for-profit sector? Not often enough. Read on how being challenged can help our sector.

All You Need is Love

All You Need is Love

Extreme achievers (musicians, actors, artists, entrepreneurs, athletes …) have a dark side we don’t often hear about, and sometimes don’t want to hear about. John Lennon was one of them.

Secure Gifts With the SECURE Act

Secure Gifts With the SECURE Act

We are studying the SECURE Act and its effects on Philanthropy. We will release our take and advise effective ways you can shift your marketing focus to raise more and larger gifts.

The Future of Planned Giving

The Future of Planned Giving

Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.

The Planned Giving Newslet™

The Planned Giving Newslet™

Unlike the traditional planned giving newsletter that is challenging to implement, the Newslet addresses your need to deliver your message in an affordable and expeditious manner.

It’s the Marketing, Stupid.

It’s the Marketing, Stupid.

Most nonprofits have a reversed Darwinian approach to new idea generation. Instead of survival of the “fittest” they strive for survival of the “safest.”

Planned Giving: It’s About Legitimacy

Planned Giving: It's About Legitimacy

Everyone focuses on the importance of planned giving from a financial perspective. When in fact, it’s about legitimacy and credibility. If you have both, the money will follow.