These six planned giving facts may sound a bit harsh, but they’re the truth — and they’re crucial if you want to succeed in the field.
I called a longtime friend of mine and asked him out for coffee, and he said, in a very somber tone, “I’m so busy. I am so busy, I have so much going on.” This “busyness” is turning into an epidemic. Even children are now contracting this illness and developing anxiety in school. If you want to love your donors, give them the gift of attention.
When you invest in nonprofit training, you want it to be a valuable experience. Here are ten things to keep in mind as you search for the best resources.
If you want people to pay attention to your direct mail intended to raise money, let those who are “smart” in marketing have the final say, not attorneys or tenured professors. Invest in donor-centric planned giving marketing!
Have you stumbled upon my 404 page? How does it look? Is it funny? Is it serious? Is it blank? Learn more about my – and YOUR – 404 page in this article!
Does the economy have you down? Fear not! People still have money to spend. In fact, for nonprofits, it’s ALWAYS a world of fundraising abundance!
Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift. Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!
“But we want the cash, now,” we often hear. Well, we would have had the cash now if we had not deferred it in the first place. Get started now! Don’t defer planned giving.
In philanthropy, rather than getting donors to raise cash, it is smarter to raise cash to get long-term donors. Sounds like a tongue-twister, but it’s not.
The congregation sighs and settles in for what the pastor knows is actually their least favorite Sunday. “Please take a look at the insert in your bulletin,” he continues. “You’ll see that we didn’t meet our budget again this year.” His audience knows where this is going: The church is struggling to accomplish its mission, but the congregation is not pulling its weight in terms of monetary contributions.
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