Over 90% of planned gifts are beneficiary designations. By simply promoting beneficiary designations to your prospects, your organization will grow. [Here’s a Beneficiary Designations Gift Planning Toolkit you can use.]…
One’s legacy comes in many different colors: This infographic details helpful facts and figures related to bequests, wills and charities. It’s perfect for presentations, newsletters, blogs, websites, social media, etc. — and it’s free for you to use.
The other day a colleague from another nonprofit, a fairly small one, told me he was leaning away from spending money on a new planned giving website. This is not the first development person I’ve heard struggle with this decision.
Testimonials by satisfied donors, or by recipients of your organization’s services, automatically carry more credibility than anything you could say about yourself. They are an important part of your planned giving marketing message because they tell a potential donor what you can’t.
With 30+ years of planned giving successes in my history, I’m now considered a thought leader in the industry. That’s because I learned one crucial lesson: Planned giving is about people. Focus on the people and the rest is easy.
If your administration does not realize the importance of planned giving, your job is to explain it to them. The money is there — and it shows up when people understand the need. Would you ever tell your heart surgeon that his fee is not in your budget?