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.
July 6, 2019 Read more
Planned Giving Blog
Fundraising professionals focus on income as a measure of giving ability. The worried fundraiser thinks this way. “The prospective donor won’t give, because she won’t save money by being charitable. I won’t raise enough money to make my annual goals. My charity won’t accomplish its mission, and I’ll lose my job. What am I going to do?”
July 5, 2019 Read more
What kind of “asker” are you? Confident, well-dressed, professional? Or more of a beggar? Someone apologetic, mincing their way through the ask? One type is going to succeed often, and the other will almost always fail. Can you guess which is which? You’ll find the answer — and other great advice on making the ask — on our blog in a guest post from author, public speaker and planned giving specialist Dr. Rebecca Price Janney.
July 4, 2019 Read more
Becoming part of our network is a unique experience. You’ll receive timely communiqués, learning opportunities, webinars, client hours, get to try out new tools. We’re like a “central clearinghouse” for cutting-edge discoveries about marketing and other forms of intelligence drawn from thousands of thought leaders.
July 3, 2019 Read more
If you’re new to planned giving, you’re lucky you found this page. Established program? It’s a good refresher and has useful tips for your team.
July 1, 2019 Read more
“Direct mail is too expensive,” you say. Well, fine. Use something cheaper that does not work nearly as well.
June 27, 2019 Read more
If you’re not going after planned gifts, the bigger fish next door is. And since planned gifts are gifts from the heart, they inspire more cash gifts, too. This means, if the nonprofit next door wins your planned gifts, your cash gifts will walk out the door, too.
June 20, 2019 Read more
“Oh, you’re one of those people who care about the black squiggly marks,” the Director of Development told me.
June 19, 2019 Read more
You can’t believe how hard it is for people to be simple, how much they fear being simple. They worry that if they’re simple, people will think they’re simpleminded. In reality, of course, it’s just the reverse. ~ Jack Welch, CEO, General Electric
June 14, 2019 Read more
It’s hard to explain how a Donor Advised Fund works to a donor. And when you try, they’re yawning. This creative marketing copy helps them get the point.
June 12, 2019 Read more
A direct mail campaign that’s not so vanilla. Only in the for-profit world. Would you have had the stomach for it?
June 12, 2019 Read more
A donor can donate a house, get a deduction, live there for life, and receive an annuity from the donation for life. Hmm … does not sound right.
June 11, 2019 Read more