Author: Viken Mikaelian

Two men ducking a revolt / complaints from public
Planned Giving Marketing
Viken Mikaelian

Sometimes, the Same Old Thing Is a Good Thing

As marketing guru Seth Godin says, repetition builds trust, and consistency stands out. Have you ever been annoyed at a company just because it made a change to its marketing or advertising campaigns? Maybe it was a business that switched its slogan for no reason; or maybe it was a firm that did a complete about-face and changed its name to something ridiculous or created a brand-new ad campaign, when the old one was working quite well.

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Elderly Woman Online
Planned Giving Marketing
Viken Mikaelian

Seniors, Technology, and Wealth

As long as technology has existed, there’s been a perception that seniors are not just slow to adopt it, but resistant to use it. Some fundraisers still say things like, “Our donors are all older, so they aren’t online.” Well, we dug into the facts and figures about seniors and technology in 2024 … and what we learned blows those skeptics completely out of the water.

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Hand bump — the new handshake
Planned Giving Marketing
Viken Mikaelian

The Verbal Promise

A donor makes a verbal promise to include a planned gift for your organization in their will, but they never send you a signed intention form. Then the donor dies. How do you ask the family if the gift was included in the donor’s estate plan? This type of situation happens frequently.

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People give to people they trust.
Planned Giving Marketing
Viken Mikaelian

Planned Giving Excels at the Speed of Trust

Sometimes a board member or nonprofit will ask us, “Why planned giving? People are giving us annual gifts and we don’t want to impact that source of revenue.” Unfortunately, this is the logic that keeps among the 99% of nonprofits that do not pursue planned gifts. Here’s how to join the top 1%.

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Son trusts father as he dives into his arms from above height.
Planned Giving Marketing
Viken Mikaelian

Donors Flock to Reliability, Predictability, and Trust

It’s tempting to think about marketing as a collection of traditional outreach. Sure, part of it is which we have been offering for years. Display ads, postcards, surveys, tag lines, digital media, videos — the list goes on. But marketing is more than that. Marketing also includes things you might not immediately think of.

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Couple on beach watching sunset
Charitable IRA Rollover
Viken Mikaelian

IRA Qualified Charitable Distributions

Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).

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AI and Intelligence
Self Improvement & Career
Viken Mikaelian

Is AI Dumbing Us Down?

AI is smart enough to discover names of people in your organization. Legitimate-looking emails come in with the line, “see attachment” — which, when opened, launches malware. Others request sensitive business information or for you to fill out an RFP behind a password. I wrote back to one such bot, and it responded so convincingly I almost fell for it. Be very careful — two friends lost between $4k and $7K at work through such an attack. Only one was reimbursed.

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Compass With Needle Pointing Word Vision
Planned Giving Marketing
Viken Mikaelian

The Power of Endowments

An endowment sends a motivating message to the world, as well as to your board, staff and donors. It says your organization is going to be here for the long run. It creates respect, trust, authority.

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Life saver in ocean floating
Planned Giving Marketing
Viken Mikaelian

Nonprofits Did Not Do Well Last Year

2023 was another tough year in the nonprofit industry. Although all the numbers aren’t in yet, it’s on track to be on par with 2022 — perhaps worse. And what’s even more concerning is that this seems to be part of a larger downward trend.

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