CATEGORY
Your donor’s financial advisor can play a key role in determining when (and if) your donor gives to your organization. An advisor-centric approach in your non-profit can also pave the road for prospective donors. Is your nonprofit doing enough to build a network of financial advisors?
So you think you’re good at multitasking? You can talk on the phone, write an email and schedule a dentist appointment online all at once, can you? Scientific studies show that’s not true. It’s time to stop multitasking, before you destroy your productivity!
Planned giving productivity. It’s not about learning calculators, CRUTs and CRATs. Here are 5, simple helpful tips for you career — and mental health.
There are many smart people walking around with brilliant ideas in their heads, but just a small few of them can manage to take action and make something happen.
Our clients are some of the most successful, creative people in the planned giving community. We asked them what they’re grateful for, and here’s what they said. (Feel free to steal their ideas at your family feast on Thanksgiving.)
Originally published July 30, 2015. Updated for 2025. Summary: Why Benefits Always Win When it comes to planned giving marketing success, it’s not about the features—it’s about the emotional and personal benefits for the donor. That was the takeaway from a lively webinar featuring Viken Mikaelian and Tom Ahern, two industry veterans in donor engagement strategies. If you missed it, the recording will be available soon at PlannedGiving.guru. From Real Estate to Philanthropy I came to planned giving from the
Most Donors Support Multiple Charities—And That’s a Good Thing Did you know the average donor gives to about ten charities per year? But here’s the real kicker: their top three or four nonprofits usually receive the lion’s share of their charitable giving. Now, I’ll be honest—I’ve never had the privilege of working for someone’s “favorite” charity. You know, that one nonprofit that lives rent-free in a donor’s heart and wallet. But I’ve never let that bother me. Why? Because I
So it’s settled. Direct mail is a good idea. My husband and I run a small business. A very small business. So I was a little surprised to find out that we’re on Google’s mailing list. I’d understand if they sent me an email, or maybe a personalized video pop-up on YouTube. But no … the King of the Internet sent me a good old-fashioned letter, in a paper envelope, with a stamp, delivered by the postman. Yes, direct mail.
Free Online Will & Estate Planning Tool for Charitable Giving
A donor-facing estate planning tool designed to help document charitable intent.
For those who drive change — not watch it. Join the top 1%.