It’s true. Planned gifts can get complicated.
That’s why we have professionals like Meredith Sossman, JD, Camilyn Leone, Esq., and Scott Janney on our team. And it’s a very good team.
But when it comes to marketing, all you really need is street smarts and commitment. Even Camilyn and Meredith above, both lawyers, publicly admit it.
However, admitting it is one thing. Putting it into practice is another. Camilyn and Meredith get it, but most fundraisers out there don’t — and they don’t put nearly enough commitment into marketing. Look at all of the fundraisers taking seminars on CRUTs, CRATs and CRAPs. They even take seminars on calculators. As my old saying goes, “If you need to take a course on understanding a planned giving calculator, where does that leave your prospect?”
To borrow from Einstein,
Effort = #PlannedGifts, doubled. Putting effort into marketing your planned gifts can result in an exponential increase in the amount of funding your organization will receive. And a good place to begin is with a plan.
It doesn’t take a genius to see the logic in that.
I have touched on this topic several times and I am not going to let up until our community gets it.