Where’s Your Elevator Pitch?
Planned Giving Marketing
Viken Mikaelian

The Elevator Opens: Are You Ready to Talk Planned Giving?

Master your elevator pitches. You have eight seconds to make an impression—are you ready? Whether it’s a reunion, a luncheon, or a chance encounter, your ability to start a meaningful conversation about legacy giving matters. This guide offers 25 ultra-brief, donor-specific elevator pitches you can memorize and use anywhere. Organized by giving vehicle and donor motivation, each one is crafted to spark curiosity and open the door to deeper discussion.

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Watercolor rendering of children at play under a bright sun
Planned Giving Marketing
Viken Mikaelian

A Legacy of Hope: How Planned Giving is Transforming Lives at St. Jude

Through legacy gifts, donors like Angela and Terrell Richards and Hilda and Arnulfo Miramontes are transforming lives at St. Jude Children’s Research Hospital. Their stories show how planned giving—through wills, trusts, and heartfelt commitments—ensures children battling catastrophic illnesses receive lifesaving care, free of charge. This article honors their legacies and invites readers to consider their own. Because leaving a legacy isn’t about wealth—it’s about impact, compassion, and giving children a future worth fighting for.

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Bronze sundial casting a long shadow on stone, symbolizing timelessness and enduring values in fundraising.
Stewardship and Relationships
Viken Mikaelian

Why Timeless Fundraising Strategies Crush Fads, Gimmicks, and Quick Fixes

Trendy fundraising tactics come and go—usually with little to show for it. The nonprofits that win big gifts and long-term loyalty understand one thing: donors are deciding if you’re worthy of their legacy. This article pulls no punches. It’s a call to abandon gimmicks and build something lasting. If you’re serious about donor trust, planned giving, long-range impact—and your career—this isn’t just another blog post. It’s your wake-up call.

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Hand holding a glowing key with text: How to Launch a Successful Planned Giving Program
Planned Giving Marketing
Viken Mikaelian

How to Launch a Planned Giving Program: A Step-by-Step Guide

Introduction: What Is Planned Giving and Why Does It Matter?  Planned giving, also known as legacy giving, is the art of securing future gifts from donors through their estate plans. These gifts are often the largest and most impactful contributions a donor will ever make—with the average planned gift ranging from 200-300 times larger than a typical annual donation. Consider how a small environmental nonprofit transformed its future with just three bequests in its first year of planned giving: these gifts secured enough funding to protect 250 acres of critical habitat in perpetuity. Yet, many nonprofits hesitate to launch their own planned giving program, assuming they lack the expertise or resources. The truth is: Planned giving is a people business, not a legal business™. And it’s never too early to start. This guide offers the most practical, scalable approach to launching a planned giving program—even if you’re a small nonprofit

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Neglected boat stranded on dry land — a visual metaphor for abandoned nonprofit blogs and missed legacy opportunities
Planned Giving Marketing
Viken Mikaelian

The Silent Killer on Your Website: Your Blog

A bad blog doesn’t just look lazy—it proves it. In the world of planned giving, where trust and credibility matter most, an outdated or lifeless blog can quietly sabotage donor confidence. Learn why showing up halfheartedly online is worse than not showing up at all—and how to fix it before it costs you.

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Paper-cut family and justice scale symbolizing estate planning, updating a will, legacy protection, and planned giving decisions
Planned Giving Marketing
Patrick O'Donnell

Eight Reasons It’s Important to Update Your Estate Plan

Most people create a will or trust and never look at it again. But life changes—marriages, births, moves, asset shifts—can render your estate plan outdated and ineffective. Failing to update it may mean your assets go to the wrong person or your heirs face unnecessary stress and taxes. Reviewing your estate plan ensures your wishes are honored and your legacy protected. It’s not morbid—it’s responsible planning.

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Woman looking at computer monitor with limited options of planned gifts, with a sad face.
Sustainability
Johnne Syverson, CFP, AEP, CAP

Use It Or Lose It: A Complete Guide to Agricultural Planned Giving

A retired farmer wanted to donate $202,000 in grain. One charity said no—“We only take cash and stocks.” Another said yes, turned it into a high-yield gift annuity, and gained a grateful donor for life. The first charity? Left with nothing. This isn’t about generosity—it’s about competence. When nonprofits cling to outdated rules, they don’t just miss gifts. They drive donors away. Inflexibility isn’t policy. It’s failure.

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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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