Category: Planned Giving Marketing

Asking an influential member of your community for a large gift is often an intimidating task. While effective donor prospecting can eliminate some of the anxieties involved, tools like a major donor society also go a long way to secure a big ask. Major donor societies provide exclusive, insider access to your highest-dollar donors, generating significant revenue by developing intimate relationships with excellent stewardship.

A new report from Giving USA shows that despite charitable giving reaching a new high for 2023, inflation took a hefty toll. It proves what we’ve been saying all along: Planned giving works, and it’s a lifeboat in the stormy waters of inflation.

Over 60 percent of all Americans are missing a critical legal document: Their last will and testament. While there are a lot of important reasons to create a will and keep it updated, here are the Top 10.

A lot of donors are leaving undistributed assets in their DAFs — defeating the intent of a donor-advised fund. What’s the solution before a government crackdown? Here are some answers.

First-hand accounts back it up. The data proves it. And numbers don’t lie. But despite hearing over and over again that donor stories sell, they still remain one of the most under-utilized tools in planned giving.

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.

The convenience of sending all those digital communiques zipping through cyberspace with a mere keystroke has caused us to forget some basic rules and best practices about emails — and good communication in general. Here are a few tips that will help your next email not only get read, but make a good impression and maybe even inspire your reader to take action.