Give and Take

Clients and friends often ask if including a reply mechanism on their planned giving postcards is worth the added expense. It depends on the circumstances, but generally, I do not feel it’s worth it. As we all know, planned giving is a low-response business. So even with the most successful direct mail programs, we see very few reply cards actually filled out and returned. However, this does not mean your information is not getting read. It’s just that most people are not going to take the time to respond, on a whim, to questions about a subject that requires some in-depth thought and planning. See this page for planned giving marketing strategies. Remember: You are not selling sweepstakes. You’re educating. You’re reminding. And you’re building relationships. Why Frequency Matters More Than a Response Card What does this mean for you? You’ll have additional opportunities to reach your prospects. Marketing 101

When donors don’t understand, they hesitate. When they hesitate, they procrastinate. When they procrastinate, you lose gifts. It’s that simple. Eliminate the confusion. Use straightforward language. Make calls to action crystal clear. Focus on the emotion, not the process. And above all, keep it simple. Because the mind hates confusion—and confused donors don’t give. Take a look at your current fundraising materials. Everything. Are they clear? Simple? Easy to act on? If not, start simplifying today.

Political shifts spark fundraising panic, but it’s not the end of the world. Every politician exaggerates, and tax laws change—like the SECURE Act and the Tax Cuts and Jobs Act—but nonprofits with a strategic, balanced approach thrive regardless of who’s in office. Planned giving is the key to stability, shielding organizations from volatility and donor hesitation. Fear repels donors; confidence attracts them. History proves planned gifts endure economic downturns. Now is the time to act—secure commitments, diversify funding, and plan ahead. Stop worrying and start building a future that isn’t dictated by political tides.

Nonprofits often struggle to turn sporadic donors into committed major givers. Moves management offers a solution—a systematic approach that plans and tracks every interaction, or “move,” to guide donors from interest to transformational giving. By mapping out the donor journey, nonprofits can anticipate needs, personalize outreach, and build stronger, lasting relationships. This framework not only boosts gift amounts and retention but also ensures no opportunity is missed. Without it, you risk leaving transformational gifts and deeper donor connections on the table.

  Don’t Keep Them Bottled Up! Some of you who never read Forbes Magazine might think it’s just a stuffy business periodical designed for men in gray suits who dream in pie charts. But how stuffy can a magazine really be when it runs a glowing feature on “investment-grade” Scotch whisky? That’s right. Investment-grade. As in, the kind of Scotch that doesn’t go in your liquor cabinet so much as your portfolio. Because apparently, in today’s world, a bottle of booze might outperform your 401(k. And with dollar values per fifth reaching into the five and six figures, what nonprofit wouldn’t appreciate a donation of such a very special bottle of, shall we say, “liquid assets”? The Fine Art of Gifting Booze (No, Really) When canny marketers decide to pull the cork on high-end snob appeal, the sky’s the limit — at least for them. Me? My personal Scotch budget

I’ve been in the planned giving marketing industry for 25 years, and for 25 years I’ve been saying that planned giving is a people business. If you love people, you will go far in planned giving (and in your career).

The next four years are yours to shape, no matter who's in office. Success isn't luck — it's mindset, action, and personal growth. Staying in your comfort zone, no matter how hard you work, won't get you ahead. Growth requires discomfort, risk, and learning new skills. Every top performer faces fear but uses it to grow stronger. Will you survive and hope someone else fixes your life or thrive by taking charge? Life isn’t a ballot box—no one else can vote for your success.