Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
(Feature Article: Anne McClintock Harvard University)
Free Marketing Content
October 17 – 23 is Estate Planning Week. Remind your supporters why a will is so important — and how they can use one to help your organization.
Websites, Landing Pages
Postcards, Tracking Tools
Brochures, Content Development
All the Smarts You Need in a Box
Content, Letters, Forms, Videos
Gain insights from industry thought leaders. See success though a new prism.
Cover: Stuart Sullivan, Chief Development Officer, Shriners Hospitals for Children
More: Your Voice: “Keeping it Fresh”; Ask the Expert! (Legacy Seeds); More Than One Kind of Smart; Donor Recognition: Does it Work?; Why Jews Give; Call to Action.
Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options. (Soon to come: Pocket Guide for MGOs.)
Learn planned giving! Your comprehensive resource to what planned gifts can do for your donors and for your organization.
Side-by-side comparison of gift plans. Branded to your organization.
Build internal support (your boss, board and team). Free downloads.
Conversation Starters, Donor Interview Form, Donor Characteristics Table, Sample Codicil, Solicitation Letters, more.
A planned giving website for your donors and one for financial advisors lays the foundation for a successful marketing plan. It provides 24/7 access to your information to fulfill philanthropic needs.
We deliver enterprise planned giving marketing solutions for savvy donors down to simple planned giving websites for smaller nonprofits and churches.
This solution is your answer if you are a national organization, foundation, Diocese or Archdiocese with affiliates.
Landing pages with digital outreach and interactive tools (calculators) get attention, build trust and convert casual browsers to active visitors.
All have marketing and legally vetted language that explain how gift plans work.
Fact: print marketing is far more powerful than e-marketing. So if you are planning on using e-marketing alone, don’t; balance it with print. Access a comprehensive series of gift planning tools, marketing materials and brochures a-la-carte. Or consider our PG Campaign (a customized marketing solution) with a 12- to 36- month comprehensive marketing plan.
Complete Services Sheet (PDF)Some content available in Spanish
ALL THE TOOLS YOU NEED
We’ll do all the work while you pursue your goals.
PG Campaign is your complete, integrated, customized multi-channel marketing solution.
If you are a national organization or foundation with several nonprofit partners, here’s your solution.
Before contacting us, evaluate your planned giving readiness.
Complete Services Sheet (PDF)Some content available in Spanish
Developed by two former Ivy Leaguers, University of Virginia Law Professor of Philanthropy, and a fundraiser who has raised hundreds of millions.
Did you know that annual gifts and major gifts go up when you have a planned giving program in place?
Want grantors, grantees, sub-grantees and your board to take you more seriously? Just follow the step-by-step instructions in The Box. The instructions are so simply laid out that it carries no learning curve. It has all the content and tools you need — from gift agreements, gift acceptance policies, evaluating your mission, approaching the best prospects, making the ask, and a lot more.
Don’t have time to implement it yourself? Work with an approved coach. The Box is especially helpful to consultants who want to focus on growing their practice. It helps consultants focus on the client first instead of reinventing the wheel and writing content.
We do not sell or share your information.
We’re friendly people! Fill out the form on the left, email us at succeed@plannedgiving.com, or just pick the phone and call.
I’ve written before about the dangers of the DIY (do-it-yourself) mentality in fundraising. The most frightening thing is the amount of time you’ll spend doing everything but meeting with donor prospects.
Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.
Even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these 15 conversation starters along with the “why” behind each one. Use them the next time you meet with a donor or prospect. They’ll help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship.
Why do only rich people have wills? Because they have the luxury to afford it. NOT. I think you’ll be surprised at the number of rich and famous people who did not have a will—or didn’t have an updated will—when they left this earth. Each eventually left behind a fortune, but millions (and millions!) of dollars was wasted on lawyers, avoidable taxes, and lawsuits.
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