Planned Giving Tomorrow

• Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means.
• What are the pros and cons of a merge?
• What are the implications for planned giving as a specialty?
• When is it time to ‘outsource’ gift planning?
• What can the car industry teach the philanthropy sector?
• Authors:

• Development Mistakes Board Members Make
• A Four-Year Experiment To Build Endowments
• Donor Frustration
• Should We Learn From For-profits?
• Some Fundraisers Do Not Like the Wealthy
• A Crash Course in Graphic Design
• How to Talk to the Wealthy

• Donor doesn’t want to talk to you?
• You have 100 blocks a day; how are you using it?
• Technical corner: The New Tax Law
• Forget multi-tasking; focus instead
• Open door policy? Think again…
• “Invisible results” – how to measure productivity
• Looking A Gift Horse In The Mouth

• I Want to Meet a Rich Man
• The Trajectory of Wealth
• You May be Asking Too Little
• Blended Gifts
• Emphasize the legacy, not the gift
• Money Vs. Wealth
• Managing Gifts of Retirement Plan Assets After the Donor Passes
• Money. Money. Money. Are you prejudiced against wealth?
• Humor. Use it.
• Small signature line tip!

• Want to Raise More Money? Engage Women Today.
• Go ahead. Be average.
• Deferring the Deferred.
• Put Their Name on It.
• Interview With 800 Fundraisers.
• Butt Out.
• Servant Leadership.
• He Doesn’t Have a Leg to Stand On.
• Dear President Trump.
• Great Leaders Build Great Teams for Tomorrow.
• Words of Wisdom From the Wall Street Journal and the Bible.

• Why Nonprofits Are Just Getting By
• Turn Your Words Into Money
• Taking The Risk Out Of Real Estate Gifts
• The First Time I Called Marjorie
• Fundraising Is Not For Sissies
• The Tightrope Walker
• IRA Qualified Charitable Distributions, PART 2
• Gift Agreements Are Golden

• Workus Interruptus; how you let others control your time
• A magic power that makes you unstoppable
• 3 Time Management Lessons
• The “leftover bequest” was far more than what was guaranteed to us
• Be Massively Productive
• Avoid Budget Cuts
• IRA Rollover stuff: increase value to donors
• 10 Mistakes that kill your print marketing
• Energize your career
• Multitasking test
• Add hours into your week

• The 1% Challenge
• Why Getting in the Will Today Matters
• Collaboration: What it’s not, what it is, and how to achieve it
• 4 Steps to Your Perfect Everyday Elevator Pitch
• What’s Hot, What’s Not for 2016
• An Award No Fundraiser Wants
• There is Such A Thing As Bad Publicity
• Stuck in the Office? Then, About Face!
• The Millennial Challenge
• Three Key Details To Know About Your Prospects
• Dollars Aren’t The Only Green Gifts

• Do you dare to be ambitious?
• There are more million dollar donors in your database than you think
• Don’t assume your donor knows the details of his gift
• 5 ways to jazz up your donor stories
• Do you agree with America’s top fundraisers?
• Survey results: what are your blind spots?
• The lawyer-less gift plan
• Why bet on a poker hand you cannot win?
• The $10 million gift to the government
• 10 bottles of vodka, a major gift and an unexpected friendship

• The sexiest 7 words in fundraising
• The cure for “Indecisivitis”
• Gift annuity Q&A
• The trust-relationship-commitment cycle
• The only real antidote to worry
• Confessions of A former development director
• What kind of gift would you refuse to accept?
• How to build trust with the wealthy 1%
• Want to be a savvy charity?
• Never take marketing advice from an attorney

• Marketing is not an expense. It’s an investment.
• Why Jews give.
• Tough lesson learned after I made someone miserable.
• Fundraising is not fun.
• How to say “dead”.
• CGA sale!
• Learn from a car salesman.
• Can you spell Bequeeeth?
• Not pushing bequests? IRS will penalize you.
• 14 real simple resolutions for this year.

• Bequests Are Dead
• How to Ask People for More Money
• How to Make a Lot of Money
• Encounter with a Street Bum
• The $94 Planned Giving Program
• The Solicitation Letter – Magic Touches
• 18 Planned Giving Marketing Truisms
• Another “Hot” New Study… Really?
• A Financial Advisor Talks About Planned Giving

• “But My Prospects Are Different.” No They’re Not.
• Who’s Your Tom Bond
• What’s Your Asking Style?
• How About Never?
• A Few Tricks of The CGA Trade
• Doing Nothing… the Opportunity Costs

• Good News: The IRS Joined Your Marketing Team
• Know Thy Prospect
• Social Media: It’s not all it’s cracked up to be
• Planned Giving and Air Conditioning
• 10 Reasons Churches Need a Legacy Giving Ministry
• Syracuse on Professional Advisors
• Shocking news: Google is using US Mail.

• The Art of Planned Giving
• Jumping to Conclusions About Donors
• Fundraising’s New Look
• Donor Calls: Don’t Phone Them In
• One Mistake We Didn’t Make
• Making Room for the Financial Advisor
• Restless Restrooms
• Owning Your Message

• Sex: Would You Do It to Get the Gift?
• Skating to Where the Puck Will Be
• Coming Clean About Annuity Fees
• Field Guide to Real Estate Donors
• Why We Love Awful Clients
• Postal Mail Beats Bad Email
• Donors Beg: “Tell Us Less!”
• Can Humans Find Your Website?

• Complaints Are Good
• There IS Money Out There
• The Why of Lapsed Donors
• Underground Revenue
• Loving Your Competition
• Don’t Leave Earth Without Them
• Vacate Your Comfort Zone
• “Don’t Use My Name”

• Jessica… a lesson from a 2 year old
• Commitment to Survival
• A Relationship, Not a Transaction
• Winning the Style Wars
• Donors Seek Lucid Giving
• Guerrilla Your Dreams
• Your Real-World Planned Giving Solution
• Philanthropizing Millenials

• Viken Mikaelian: You’re Late for Reality
• Dr. Suzanne Tucker Allen: For Nonprofits with a Future…
• Gabrielle Dudley: Making the Ask by the Numbers
• John Foster: Bold Fundraising versus Diminishing Returns
• Joe Tumolo: “Listen, Do You Smell Something?”
• Wilke Nelson: The Case for Guerrilla Fundraising
• Geoff Harrington: Planned Giving to the Rescue!
• I ♥ PPP (formerly NCPG) 2011 National Conference
• Stop the Presses: We’re Not Special

• Debra Ashton: It’s All About Endowment (But Many Non Profits Still Don’t Get It)
• He Makes Them Cry: Charles Evdos
• Steve Perry: Show, Don’t Tell
• Joe Tumolo: Make Quality Time for Donors
• Michael J. Rosen: Not as Important as Men
• Rob Silbaugh: Value Every Donor as a Friend…
• Appreciated Stuff?
• Tax Code Changes
• And more…

• Marketing Planned Gifts to Financial Advisors? I Don’t Think So.
• Who’s Afraid of Real Estate?
• Double Your Salary in the Next Five Years.
• Negotiation 101: How Both Sides Win.
• How to Market a Gift Annuity to Someone Who Doesn’t Want One.
• Planned Giving Newsletters That Work.
• Celebrating a Bequest With Respect and Care.
• Starting a New Gift Planning Program? Begin With the Essentials.
• Planned Giving: Simple Stuff or Just for Harvard Lawyers?
• And more…

• Kathryn Miree: Critical Donor Messages in Turbulent Times
• Parlez-vous Bequest? Viken Mikaelian
• Kelly Rowell: Facebooking
• Mary Hopkins: My Estate Went to the World’s Best Charity… and All I Got Was This Lapel Pin
• The Top Ten Marketing Realities for Nonprofits… of All Shapes and Sizes
• No-Hassle Gifts the No-Hassle Way. Gayle Union
• It’s Not Your Prospect’s Job to Remember You. Viken Mikaelian
• Making Time for Your Donors (with Joe Tumolo and Sam Caldwell)
• Tony Martignetti on CRUTs.
• Scott Janney on the Estate Tax Accident.
• And more…

• We discovered who made the first planned gift.
• Is your Non-Profit the next Bernie Madoff?
• Adventures in Fundraising.
• Claire’s Q&A Cafe: a chit chat with a small, successful NPO.
• We’re not sending out a year-end letter.
• A small NPO’s best friend.
• Trends of the times.
• Diagnosis? Financial concussion. Prescription?
• Not so smart.
• Ed and me.
• Is your board fired up?
• Thinking of taking your NPO’s newsletter online? Think again.
• Banks throw non profits to the curb.
• No one Googles unitrusts first thing in the morning.

• All Annuitants Are Women and They Lie About Their Age!
• Cigarette Smoking Will Not Kill You Today.
• Fundraisers Boost Divorce Rates
• Tainted Money
• Age-Based Marketing: Rest in Peace.
• Where’s Your Elevator Speech?
• Nobody Ever Washes a Rental Car.
• Treat Your Prospect Like Donors, and Donor Like Friends.
• And more…

Contributors: Scott Janney, Bill Harrison, Viken Mikaelian, John Foster, Matt Hugg

• The End is Near. Again.
• Why Most Planned Giving Marketing Fails.
• Who Are Your Bequest Prospects?
• 8 Top Features of a Planned Giving Website.
• Wear Out Your Shoe Leather, Not Your Chair Cushion.
• To Junk Mail, or Not to Junk Mail.
• Ethics
• And more…

Contributors: Doug White, Viken Mikaelian, John Foster & Staff

• How Close is Too Close (Part II).
•  Marketing 101 – Back to the Basics!
•  Asking for Principal Gifts: 4 Approaches
•  They’ve Done it Again
•  Find Your Audience, Then Find Your Money.
•  You Can’t Guess Response Rates
•  And more…

Contributors: Dan Rice, June Stephens, Joseph Tumolo, Bill Harrison, Viken Mikaelian, John Foster

• Planned Giving is Not an Important Component of Fundraising.
• You Had me at Bequest!
• The One I Wished Had Gotten Away
• Barriers to Donor Centric Planned Giving Marketing.
• IRA Rollover: A Year Later.
• But My Prospects Are Smarter Than Everyone Else!
• And more…

Contributors: Brian Sagrestano, Deb Blackmore Abrams, Mindy Aleman, Vincent Fraumeni, Viken Mikaelian, John Foster

• Are You A Binge [Planned Giving] Marketer?
• How Close is Too Close?
• Convincing Your Boss and Your Board
• Planned Giving Placed on the Back Burner. Again.
• Why Planned Giving Newsletters Don’t Get Read.
• What’s Wrong With Some Bourbon
• And more…

Contributors: Jerry Rohrbach, Viken Mikaelian, John Foster, Katherine Fritz