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Planned Giving Marketing

  • The 2014 IRA Rollover

    It will be passed in 4 hours, 37 minutes, and 21 seconds.

    As stupid as this sounds, this is what most pundits are sounding like in the planned giving world we live in.

    Instead of ruminating ourselves, we’ve decided all of us can take a better course of action. Excuse the pun, but it’s called “take action” and contact your senator as we've outlined below.

    Continue reading

  • Charities must actively pursue bequests

    Could the Feds be any clearer, folks?

    "If your nonprofit does not aggressively promote charitable bequests, then your nonprofit is by definition an irresponsible loser."
    High-ranking agency official: "I can't believe people are still on the sidelines about this. It's like being on the sidelines about cigarette smoking." Continue reading

  • Bequests Are Dead

    Well, not quite, But PODs and TODs are gaining new life.

    By Camilyn k. Leone, JD
    Fewer Americans are drafting a will—and that makes getting a bequest tougher. Even for those who have a will, adding a charitable bequest may require an attorney. This can add time, hassle and procrastination where you don't want it.
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  • The 10 Year Solution

    With planned giving marketing, you're on the donor's timeline.

    By Christopher Jones, CFP, CHfC, CLU
    If I told you there was a permanent solution to your organization's financial challenges and that this solution would take 10 years to implement, would you want to know more? What if a previous leader in your organization had chosen to start on the path 15 years ago or better yet, 25 years ago? How would you feel about the 10 year solution then? Continue reading

  • Ask Brian


    Got a question itching for an answer? Ask Brian M. Sagrestano, JD, CFRE, at PlannedGiving.com/brian

    Bashful? You can ask to remain anonymous.

    Check online at PlannedGiving.com/answers for replies that don't fit here and a lot more.


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  • Overheard in Israel...

    A visitor to Israel attended a concert at the Moscovitz Auditorium. He was quite im­pressed with the architecture and acoustics. He inquired of the tour guide, “Is this magnifi­cent auditorium named after Chaim Moscovitz, the famous Talmudic scholar?” Continue reading

  • Opportunity Costs of Doing Nothing

    The New Oxford American Dictionary defines Opportunity Cost as “the loss of potential gain from other alternatives when one alternative is chosen.”
    For example, the opportunity cost of going to school is the money you would have earned if you got a job instead. On the one hand, you lose four years of salary while getting your degree. On the other hand, you hope to earn more during your career thanks to your degree. Continue reading

  • Legacy, Relationships and ROI

    By Jean Marie Martin
    Where would we be without relationships? They chart our days, influence our decisions and activate our moods, motivations, and activities. They bring us joy, sadness, jobs, marriage, frustrations, children, and, donations.

    Let's start at home.

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  • How About Never?

    Read the full white paper by Jim Friedman here.

    How-about-never-cartoon
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  • "Edgy" Marketing?

    By Viken Mikaelian

    Many fundraisers are scared to use what they call “edgy” content in their planned giving marketing communications.

    We call it having a “spirited” dialog with your prospects. Number one excuse? “But my prospects are different.” Continue reading

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