My Apple Tree

My Apple Tree

Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree. ~ Martin Luther

Don’t Defer Planned Giving!

Deferring the Deferred

“But we want the cash, now,” we often hear. Well, we would have had the cash now if we had not deferred it in the first place. Get started now! Don’t defer planned giving.

Convincing Your Boss and Your Board

Convincing Your Boss and Your Board

What fundraiser has not faced a boss who doesn’t understand how planned gifts work, doesn’t want to learn, and thinks that planned gifts are an “easy out” for donors who should have made an outright gift?

Trust-Based Fundraising

Trust-Based Fundraising

I’ll be blunt: You can get lucky with lust, but you get married and stay married with trust. You’re probably thinking, “What does that have to do with marketing or fundraising?” Well … read on …

Planned Giving: It’s About Legitimacy

Planned Giving: It's About Legitimacy

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.

CRATs, nOObs, and Other Acronyms

Start your week with a laugh:

Like cell phones, social media and text messages, acronyms have taken over our lives. But we had planned giving acronyms long before the birth of texts. What else does a CRAT stand for? Read and find out.

You Can’t Do It Alone

You Can’t Do It Alone

Study shows what successful people have in common: they spent a lot of time with someone who had been successful. In other words, they learned how to be successful. They had friends, mentors, influencers and coaches.

In Other Words…

In Other Words…

Again and again, Dr. Russell James found that formal and technical terms reduce the chances that a prospective donor will be interested in making a planned gift. And we’ve been saying that since 1998. Yet, many nonprofits still do not take the advice.

The Planned Giving Productivity Quiz

stop multitasking

Planned giving productivity. It’s not about learning calculators, CRUTs and CRATs. Here are 5, simple helpful tips for you career — and mental health.