Viken Mikaelian

King and Queen on a chess board along with a few members of the "army"
Uncategorized
Viken Mikaelian

A Message from the CEO

First, a Thank You For those of you who are reading this and are clients of mine, I truly thank you for your business. When I started in 1998, I did it with the goal to make planned giving accessible to your average prospect. At the time, planned giving was so bogged down with legalese and mind-numbing details that fundraisers were intimidated and donors befuddled. We’ve come a long way since then, but there’s still a shocking number of fundraisers taking calculator courses and fretting about tax codes while ignoring the relationship part of their job. Not you. You’re among the top 5% who get it and take the lead. As our client, you know that planned giving is a people business and simple is best. In 2000 when I introduced the planned giving postcard, a competitor who was (and still is) in the business of printing lengthy planned giving newsletters, pronounced: One cannot convey the complexities of planned giving in less than 500 words. I proved them wrong. It turns out when donors are sorting through their mail with the TV on and chicken on the grill, they don’t want to read an essay about the complexities of planned gifts. They will, however, read a colorful, oversized postcard with a short teaser about “the gift that generates cash flow for life.” (That competitor started producing postcards not too long after their somewhat hostile critique.) It’s been a fight to keep it simple from the beginning. I’m not wavering. Actually, the noisier our world gets, the simpler we make our message. My motto these days: Don’t just simplify. Oversimplify. Thank you for choosing to not add to the clutter, but instead promote a simple, accessible planned giving message. Thank you for choosing to do business with PlannedGiving.com. New Features For Our Clients Here are some new features available for your planned giving website, as well as few existing ones you may not have heard about. Specialized websites for religious organizations (Catholic and Jewish available now. More coming soon.) Beneficiary designation highlights (bank accounts, CDs, savings bonds and more) New gift types (Mineral Interests just added past December) Weekly tips delivered to your donor’s inbox Content translation (Spanish, Korean and more) Calculators that generate reports with the option to forward to prospect’s advisor eBrochures that are customized to match your branding (no generic stock images) Donor-centric content that’s always tweaked to stay fresh and search engine friendly Language for normal people, not attorneys Videos of gift descriptions with your branding (a first in the industry) Want more information?  Contact us at 800-490-7090. As always, we’re here to help. Viken MikaelianCEO, PlannedGiving.com p.s. I’m collecting examples of cringe-worthy language on planned giving websites. A little twisted, yes. But it inspires me. It reminds me why we fight so hard for simplicity. If you come across a good example, please email it to us — Success@PlannedGiving.com.

Read More »
Planned Giving vs. Gift Planning
Uncategorized
Viken Mikaelian

Planned Giving vs. Gift Planning

It’s a decades-old dispute over which term, “Planned Giving” or “Gift Planning,” gives you the edge when reaching out to your prospects.

Read More »

Are you a Binge Marketer?

The classic cry of the binge marketer is “Oops… business is slow. I guess I’d better do some marketing and send out a mailing.” If you find yourself in the middle of a quiet spell, thinking that a few actions, a couple of phone calls and a mailing here and there will get things moving again, you need to rethink your strategy.

Read More »

Who’s Your Tom Bond?

You’d never guess by looking at Thomas Chandler Cruikshank Bond, III, that he battled drug addiction for two decades, that he was jailed half a dozen times, or that he spent four years living in abandoned houses in East Baltimore. In fact, even if you had met him during most of those dark years, you never would have guessed what was really going on under his façade. He had a good job with an expense account, wore a suit and tie and drove a nice car. But, he says, “inside I was a wreck, miserable.” By 2002, Tom had been homeless or jailed for the past four years. He was injecting heroine and cocaine and had wasted away to 150 pounds. “I really thought I’d end up dying in the projects of Baltimore,” he says. Then, during yet another stint in jail, Tom heard (for the third time) about the Helping Up Mission, an organization that helps men break the grip of homelessness, poverty, addiction and mental illness. This time, Tom was finally ready to seek help. He entered the mission, and after graduating from their one-year spiritual recovery program, he was hired on staff. He continued moving around to different positions within the organization, and now he is Director of Programs and Services and oversees a team of 40 staff and eight programs serving 500 men. What a difference a year can make Tom Bond is a face and a story to a problem. He breaks the stereotype of the greasy-haired bum on the street. “The picture of homelessness and addiction that most people have isn’t accurate. The larger picture is the kid that breaks his leg and gets hooked on oxycodone and within a year or two goes to heroine. It’s a gigantic, terrible mess.” So Tom tells his story over and over and over. In his role at Helping Up Mission, he often gives tours to donors and foundation representatives. “Invariably my story pops out during the conversation. They’ll look at me in my suit and they’ll say ‘No way man. No way were you homeless.’” So who’s your organization’s Tom Bond? Who has a story that will compel your donors to give generously? Who can speak with emotion to represent the reality of what you are trying to accomplish? The story doesn’t have to be dramatic with drugs and jail time. It just needs to make people feel something— compassion, anger, excitement, or even guilt. If you’re a university, maybe your storyteller is a graduate doing breakthrough technology research. If you’re a Food Bank, perhaps it’s the blue-collar family who swears they would have starved that one tough year if not for your assistance. If you’re an elderly care facility, maybe it’s the 89-year old woman living with dignity and comfort and playing poker with her girlfriends on Thursday afternoons. But please don’t talk generically about all the residents; talk about this one. Tell her story. Here’s a quick mental marketing exercise to do. Envision all of your marketing materials, all your website copy, all the verbiage you use when talking to prospects, every PowerPoint presentation you’ve ever done. Imagine it all typed out on a multi-page document. Now imagine you have a bright orange highlighter in your hand. Go through all those words, highlighting only the ones that tell a story or convey real emotion. Most non-profits would see a lot of black and white staring back at them. Now, go find your Tom Bond. Tell stories. Make people feel.   Category: Planned Giving Marketing

Read More »

Year-End Giving 2012

  With the presidential election behind us and the status quo retained, what does this mean for charitable giving as we approach year-end? Over the last three months, this was the number one question on people’s minds – “What happens if after the election, we have the same parties in control of the House, Senate and Presidency? After all, there were lots of tax reform proposals out there during the campaign and we are about to go over the ‘Fiscal Cliff.’” While we don’t have a crystal ball, we are certain about three things which should shape how you approach year-end 2012 and the start of 2013.

Read More »
There Is Money Out There
Giving
Viken Mikaelian

There Is Money Out There

But did you hear about the doggy hotel your nonprofit is competing with? $175 per night. Your pooch can enjoy a poolside room with a view ($50 extra), an evening backrub ($25 extra), and even a bedtime story ($20 extra).

Read More »
Nonprofits Are Not Special
Planned Giving Marketing
Viken Mikaelian

Nonprofits Are Not Special: Think Like a Business

That’s right. Being a charity doesn’t magically change business, economic, or marketing realities. So think like a business. Not like a nonprofit. Because the biggest problem among nonprofits is the “non.” There are quite a few people in the nonprofit world who do not want to hear this. In fact, our least popular webinar has consistently been the one that Jeff Comfort and I presented titled, “The IRS Considers You a Business. Act Like One.” We focused very much on finances, P&L (profit and loss) statements, setting goals, and accountability. Apparently, no one wants to think like a business. I cannot emphasize this enough: If you truly want your nonprofit to succeed, you need to think like a for-profit. Focus on these first: Advertising Marketing Sales Personal Relationships Too many nonprofits drive their prospects away before they’ve even had a chance to get started. Here’s what I recently saw on a nonprofit’s pledge card: “We need the funds now to maintain our property today.” Talk about giving off a bad impression. What does the donor hear? “Give us some bucks now to take us out of our misery.” Can you imagine if a business used that same tactic in its advertising? “We need you to shop our electronics sale today, because we need to repair our leaky roof and still have enough left over to pay our employees.” How can you say it better? “We’re working on securing our future, so we can continue doing what we do today even better tomorrow.” This presents a much better image of your nonprofit to the public — and it simply builds trust and respect. According to Stanford Business, “When nonprofits act like businesses, transparency improves … a 12-year study reveals that charities that adopt modern strategies are more likely to share and collaborate.” A survey found that nonprofits that were early adopters of managerial practices have been able to adapt quickly to become more transparent and collaborative. And of course, become more sustainable. Finally, in critical times mission positioning is important. So is tact and prudence as words carry emotion. This blog post may carry too many topics, but it’s all interrelated and critical for your organization, and personal success. Categories: Planned Giving Marketing, Relationships

Read More »
The Cocktail Party Test: Is Your Enthusiasm Contagious?
Planned Giving Marketing
Viken Mikaelian

The Cocktail Party Test: Is Your Enthusiasm Contagious?

Fundraisers can make “civilians” a little nervous when they’re around. What comments do you get when you tell folks what you do? “Ugh, I could never ask strangers for money!” “Well, I hope you didn’t bring your begging bowl with you tonight – this is a friendly party.”

Read More »