
Who Made the First Planned Gift?
Most “experts” place the practice as having been birthed in the 1970s — or maybe as far back as the ’40s. So it’s safe to say the first planned gift must have been made sometime in those decades. Right?
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Most “experts” place the practice as having been birthed in the 1970s — or maybe as far back as the ’40s. So it’s safe to say the first planned gift must have been made sometime in those decades. Right?

“It’s never government, the economy, or tax laws that are our enemy. It’s ourselves.”— A CEO of a healthcare foundation, remaining anonymous.

Annual giving tends to focus on immediate needs. Planned giving is more focused on long-term growth. Although we need both, focusing on long-term growth creates stability.

There is a perception that many fundraisers are job-hoppers, never staying in one role or with one organization for long.

What’s the most popular food served at conferences? You guessed it. Chicken. What’s the most popular flavor of ice cream? If you said “vanilla,” kudos again. Don’t get me wrong. There’s nothing wrong with chicken or vanilla. Although I do like both, I’m more of a seafood and habanero lover (yes, there’s even a habanero ice cream — it’s pretty good actually). But here’s the thing: Both of those options sum up what’s wrong with the nonprofit world. We’re plain.

Random acts of kindness? Pfui. How about consistent acts of kindness. Same goes for marketing… and that’s why many nonprofits fail because a little bit of this and a little bit of that …

I recently saw a post on LinkedIn mentioning that “it’s all about the relationship, not the ask.” If you want to be in the top 5% in your career, read on …

You do not need a Ph.D. All you need is Street Smarts. Look at what John Ready did at Valley Gives Back.

It’s true. Planned gifts really can get complicated. That’s why we have professionals like Meredith Sossman, JD; Camilyn Leone, Esq.; and Scott Janney on our team. And it’s a very good team. But when it comes to effective planned giving marketing, all you really need is street smarts and commitment. Even Camilyn and Meredith above, both lawyers, publicly admit it. However, admitting it is one thing. Putting it into practice at your nonprofit organization is another. Camilyn and Meredith get

You have a planned giving program — that’s great! And you get those occasional gifts, and that’s great too. But you’re wondering if your donors know that you exist.