Give and Take

Studies consistently show that businesses using video marketing have phenomenally increased their lead generation. Your nonprofit can enjoy the same success by using video to market your planned and major gifts programs. Here's why a nonprofit video marketing program is so important for your fundraising efforts.

Many fundraisers and advisors hold a deeply rooted belief that donors should always use an attorney to draft their wills. Yet many wealthy (and not-so-wealthy) individuals have had success with using an online will planner to handle their estates. This article looks at whether online will planners can be used for creating wills and bequests that support your non-profit.

Donor stories are among the most effective ways to reach and engage with your audience. That's why it’s important to have a system in place to pursue, record and share donor stories. Use the tips in this article to help you effectively utilize donor stories for fundraising at your non-profit.

Personally, I don’t want another paperweight, it just makes my trashcan heavier. But if someone brought me the best baklava money can buy, that would go in my belly quickly — and be greatly appreciated. So what are some of the best gifts your nonprofit can send to legacy society members and other key donors? Here are some ideas.

Your donor gave you an in-kind gift that you thought had nominal value, but when it was appraised, it was worth a lot more? This kind of pleasant surprise is not uncommon for charities that accept in-kind gifts of oil and gas interests. Non-profit endowments benefit when they accept more than just cash gifts.

How do you thank your alumni donors? We give them gifts. Every year. These can range from the mundane (a printed calendar) to the ridiculous (a bobble-head doll), to the more expensive-and-mundane (an engraved glass mug or paperweight.) Here's how to end the agita and understand how to best steward and recognize your alumni givers.

Fundraising analytics are important for the health of your non-profit's development program. Without basic wealth and demographic information, you won't be able to effectively fundraise from those in your non-profit's CRM. If your database doesn't provide basic fundraising analytics, you can, with a little work, do it yourself. Here's how to do it effectively.

Whether you're kicking off a fledgling planned giving program or you're comfortably positioned with a legacy society, it doesn't take a data scientist to help you find your best prospects. It DOES, however, start with your donor data. This blog explains why data is essential.

Donors like to do more than just give -- they like to feel like they are investing in the nonprofits they support. Investing means feeling like they are part of the organization and partially responsible for its success. If you want donors to give more to your organization, you need to find ways to help them feel as though they are investing, not simply making a donation.

Did anyone ever tell you, "Quit your whining?" Complaining is practically second nature for most of us, and some people have been known to raise it to an art form. The thing is, no one likes a whiner, right? Well, think again. In this article, you'll learn why letting your donors complain can actually be GOOD for your donor retention efforts!

Collaboration draws upon the unique skillsets of individuals to achieve a common goal among a group. But for specialization to work, teaming up (aka, collaboration) with others who have complementary skills is critical. And I am happy to see that’s becoming the norm in philanthropy. Putting processes in place to increase collaboration at your non-profit will help you build a stronger fundraising team.

We recently interviewed Jordan Cassidy,  Co-founder & Head of Business Development of LifeLegacy, about nonprofits using online will planners for their constituency. Here’s what he had to say. Q: Is a will really an effective way to get planned gifts? A: A bequest giving tool like our free online will is great for engaging everyday donors. You can offer this complimentary service to your donors, track engagement and use it as the beginning, not the end, of the conversation with them. Q: How is this different from others? A: Our donor experience is fully customized to our nonprofit partners; most others have inflexible platforms that do not offer this. In addition, we have seamless integrations — nonprofits can get set up with our platform within minutes using a co-branded link. Here’s a demo of the co-branded online will experience for one of our partners, the American Brain Tumor Association. Q: Your

Like dating, you have an ongoing relationship with your donors, and there is a right way and a wrong way to treat a donor— to keep them happy; to show you truly appreciate them; to “keep the romance alive.” Here's how to treat your donors the right way to make sure they keep giving again and again!

Did you hear that former Zappos CEO Tony Hsieh died intestate? Now his family, friends, and business associates are apparently fighting over a bunch of deals and agreements that were scribbled on thousands of sticky notes plastered all over the walls of his Utah mansion. Don't make the same mistake. Don't die without an estate plan that keeps your legacy intact!

Loyal donors are more likely to make a planned giving. Nurture your loyal donors who give once or twice, and they will give lifetime. In order to nurture your loyal donors, you need to thank them, recognize them, and steward them the right way!

One of the most important concepts in fundraising is return on investment (ROI). You need to know the ROI of every activity to carry out in your development program. Use the tips in this article to learn the basics of calculating the planned giving ROI for your organization's planned gift program!

Inaction breeds doubt and fear. Action breeds confidence and courage. If you want to conquer fear, do not sit home and think about it. Go out and get busy. There's a very real cost to failing to take action - it directly impacts your fundraising return on investment (your fundraising ROI). Learn more and see how to combat inaction today!

Many people think of last century as the golden age of philanthropy. They think of the huge bequests and foundations (Pew, Carnegie, Mellon, etc.) - but the truth is that today - right now - we are just entering the true golden age of philanthropy. Is your organization prepared to adjust for the new era?

Do you have any resolutions for the new year? Your non-profit does great work and needs to raise more money in order to do more good in the world. Maybe it's time to create some new year's resolutions to help you think big - and dream big - at your non-profit this year!

Fact: More than 60% of Americans do not have a will. That means they’ll have no say in how their estate is distributed. It also means they won’t have an opportunity to establish their legacy by leaving your nonprofit a transformative planned gift. But you have the power to change all that. Learn how, using the power of our LegacyPlanner tool!

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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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