In today’s economic environment, a legacy planned giving initiative helps you tap the hidden enormous potential of your loyal donors and transform the growth trajectory of your organization.
July 2, 2020 Read more
Marketing Planned Giving
An effective donor story elicits a natural identification in your prospects. “That’s me!” is their response as they read it.
June 5, 2020 Read more
Don’t let legislation paralyze your planned giving marketing efforts.
January 13, 2020 Read more
Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.
January 1, 2020 Read more
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 …
December 23, 2019 Read more
Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.
December 13, 2019 Read more
Most nonprofits have a reversed Darwinian approach to new idea generation. Instead of survival of the “fittest” they strive for survival of the “safest.”
December 8, 2019 Read more
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.
December 6, 2019 Read more
Year-end giving appeals are often poorly planned and executed. The best time to begin is between July and September, and making sure that you have a series of “touches” and not just one mailing planned.
November 27, 2019 Read more
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.
November 18, 2019 Read more
People often ask me about my life. What’s my background? Where’s my accent from? Where did I grow up? Where did you meet your wife? One of these days I’ll get around to answering all that… But the most common question I get is, “Viken, how did you get into planned giving?” Answer: By Accident.
July 15, 2019 Read more
Fundraising professionals focus on income as a measure of giving ability. The worried fundraiser thinks this way. “The prospective donor won’t give, because she won’t save money by being charitable. I won’t raise enough money to make my annual goals. My charity won’t accomplish its mission, and I’ll lose my job. What am I going to do?”
July 5, 2019 Read more