Listen to Me

Listening Skills


This video will convince you why it’s more important to focus on the “people side” of planned giving (like working on listening skills) instead of the “legal side.” So are you still taking courses on CRUTs, CRATs, CALCs and CRAPs?

Introduction by Viken Mikaelian

Below are professionally designed informational and infographics; download and use them as you wish. If you are distributing or posting them online, cite PlannedGiving.Com as the source. Please.

7 Reasons Donors Stop Giving (It’s common sense, but we always forget.))

7 Reasons Donors Stop Giving (2 critical infographics.)

10 Story Telling Critical Points (Place this on your bulletin board.)

Anatomy of a Bequest (Spectacular design. Perfect for your newsletter.)

Blind Spots Fundraisers Have (You will not believe this one.)

Useful Tools

12-Month Planned Giving Marketing Plan (Includes Marketing Advice)

Donor Testimonial Form (Begin with this form to build your donor story library.)

Legacy Donor Profile (This will save you quite a bit in datamining!)

2020 Planned Giving Pocket Guide (includes a mini Gift Comparison Chart)
This is not another ways-of-giving brochure — it's a "why's of giving" that helps you better understand the upside and downside of different giving options for both you and your prospects. 
Over 4,000 satisfied fundraisers have purchased this booklet.
Do Fundraisers Have Blind Spots With Wealthy Donors?

A candid conversation with Meredith Sossman, Esq. and Stuart Sullivan, VP at Graham-Pelton.

What Does It Take to Market Planned Gifts?

Viken Mikaelian and Meredith Sossman, Esq. discuss a few critical points.

Lawyers and Planned Giving Marketing?

Even Meredith, our attorney, admits lawyers are not marketers. So why use a vendor who leads with attorneys?

The Importance of Planned Giving

This is a good video to show to your board. Have the volume up.