CATEGORY

Planned Giving Marketing

Strategies and best practices for communicating planned giving effectively. Covers messaging, content development, digital presence, donor education, and positioning planned giving as a core component of fundraising strategy.

What every modern fundraiser thinks they need to become after addressing a donor as “Mr.” instead of “Dr.”. Spoiler: You don’t.
Planned Giving Marketing
Viken Mikaelian

Don’t Apologize. Cash the Check.

Originally Published September 16, 2010. Updated for January, 2025. Apology Not Accepted: Why You Shouldn’t Beg for Forgiveness in Fundraising A few years back, I was lying on a beach with my wife, margarita in hand, enjoying the sound of the waves and the luxury of ignoring my phone. Naturally, that’s when it rang. On the other end was a client, panic vibrating through his voice like a dentist drilling too close to the nerve. “I’m going to have to

Read More »
Planned Giving Marketing
Viken Mikaelian

Let’s Talk About Love

I’ve been in the planned giving marketing industry for 25 years, and for 25 years I’ve been saying that planned giving is a people business. If you love people, you will go far in planned giving (and in your career).

Read More »
Image of floating emails with finger pointing to one. Subject matter is email privacy.
Planned Giving Marketing
Viken Mikaelian

Asking Your Prospects for Their Email Addresses

That popup demanding contact info for a generic eBrochure? It’s lazy. Your visitors know it. They’ll hand over their junk email and never think of you again. Want real engagement? Offer real value—exclusive content, branded swag, early access. No value, no ask. Simple. Respect the exchange or lose the donor.

Read More »
Elephant and a mule celebrating over beer. Political satire.
Planned Giving Marketing
Viken Mikaelian

Next 4 Years: Thrive or Survive

The next four years are yours to shape, no matter who’s in office. Success isn’t luck — it’s mindset, action, and personal growth. Staying in your comfort zone, no matter how hard you work, won’t get you ahead. Growth requires discomfort, risk, and learning new skills. Every top performer faces fear but uses it to grow stronger. Will you survive and hope someone else fixes your life or thrive by taking charge? Life isn’t a ballot box—no one else can vote for your success.

Read More »
A gold rendering of real estate assets and coins.
Planned Giving Marketing
Viken Mikaelian

Unlocking the Power of Philanthropy Through Real Estate

When most people think about philanthropy, they envision cash donations or planned giving from stocks. But what about real estate? For donors looking to make a lasting impact, Realty Gift Fund (RGF) is leading the way in transforming real estate assets into significant charitable contributions. Realty Gift Fund (RGF) is a qualified 501(c)(3) nonprofit organization, meaning it is a charitable organization that is eligible to receive tax-deductible donations; its primary focus is facilitating the donation of real estate to other non-profit organizations. We sat down with Jay Grab, one of RGF’s experts, to discuss how the organization simplifies these complex transactions and amplifies donors’ legacies.

Read More »
Gratitude heart hanging from tree
Planned Giving Marketing
Viken Mikaelian

This Thanksgiving, Develop an Attitude of Gratitude For Your Supporters

When I was a kid, I had to write prompt, heartfelt thank-you notes to anyone who sent me a gift—even when it was my aunt who just passed away, who always sent me the same thing: a pair of Argyle dress socks. As Mom used to say, “They took the time to think about you and send you a gift. You can take the time to say thank you.”

Read More »
Man thinking against yellow background with text “Not serious about year-end giving?” suggesting hesitation about nonprofit fundraising decisions
Planned Giving Marketing
Viken Mikaelian

“We’re Not Sending a Year End Appeal This Year.”

Originally published: November 15, 2009 Déjà Vu All Over Again: 2008 Meets 2024 Back in 2008, the economy was in free fall. Nonprofits were panicking. Donor confidence had tanked. I wrote a piece that year urging fundraisers not to pull back on their year-end appeals. I argued that during downturns—especially during downturns—it’s more important than ever to stay visible and keep asking. Well, here we are again. 2024 wasn’t exactly a picnic either. Inflation remained stubborn. The markets shook confidence.

Read More »
Luxury Motor Coach
Planned Giving Marketing
Chase Magnuson

Luxury Motor Coach Donation

Owners of luxury motor coaches and RVs, such as Marathon Coaches and other high-end brands, can have the best of both worlds: a vacation with all the comforts of home, and an opportunity to shape their philanthropic legacy that also provides a current charitable tax deduction.

Read More »
Stoplights
Planned Giving Marketing
Viken Mikaelian

The Illusion of “New” in Planned Giving Marketing

Several times a year, I get emails or phone calls from clients excited about the latest buzz in planned giving marketing. It usually starts with something like this: “Have you seen the new Widget that Company B just launched? It practically guarantees donors will be knocking down our door. My boss thinks we should buy it. Why don’t you offer something like this?” I’ve been in this industry long enough to know what’s coming next. The “Widget” is rarely—if ever—something

Read More »
Giving Magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

Giving Magazine

For those who drive change — not watch it. Join the top 1%.