Give and Take

SECURE Act / Webinar
Bequests
Viken Mikaelian

SECURE Act / Webinar

Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.

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Convincing Your Boss and Your Board
Board Governance
Viken Mikaelian

Convincing Your Boss and Your Board

What fundraiser has not faced a boss who doesn’t understand how planned gifts work, doesn’t want to learn, and thinks that planned gifts are an “easy out” for donors who should have made an outright gift?

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Create a Legacy You’ll Never See
Marketing Planned Giving
Viken Mikaelian

Create a Legacy You’ll Never See

Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.

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Trust-Based Fundraising
Marketing Planned Giving
Viken Mikaelian

Trust-Based Fundraising

I’ll be blunt: You can get lucky with lust, but you get married and stay married with trust. You’re probably thinking, “What does that have to do with marketing or fundraising?” Well … read on …

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Do For-Profits Raise Planned Gifts?
Uncategorized
Viken Mikaelian

Do For-Profits Raise Planned Gifts?

Do for profits copy nonprofits? Often. Does the nonprofit sector copy the for-profit sector? Not often enough. Read on how being challenged can help our sector.

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All You Need is Love
Uncategorized
Viken Mikaelian

All You Need is Love

Extreme achievers (musicians, actors, artists, entrepreneurs, athletes …) have a dark side we don’t often hear about, and sometimes don’t want to hear about. John Lennon was one of them.

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Secure Gifts With the SECURE Act
SECURE ACT
Viken Mikaelian

Secure Gifts With the SECURE Act

We are studying the SECURE Act and its effects on Philanthropy. We will release our take and advise effective ways you can shift your marketing focus to raise more and larger gifts.

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The Future of Planned Giving
Blended Gifts
Viken Mikaelian

The Future of Planned Giving

Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.

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The Planned Giving Newslet™
Uncategorized
Viken Mikaelian

The Planned Giving Newslet™

Unlike the traditional planned giving newsletter that is challenging to implement, the Newslet addresses your need to deliver your message in an affordable and expeditious manner.

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Legacy Planner Logo

Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

Reach out! We look forward to hearing from you.

800-490-7090
succeed@plannedgiving.com

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