Give and Take

Gathered family and children with dog in the middle all sitting on a sofa
Planned Giving Marketing
Viken Mikaelian

10 Important Reasons Why You Need a Will

Over 60 percent of all Americans are missing a critical legal document: Their last will and testament. While there are a lot of important reasons to create a will and keep it updated, here are the Top 10.

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Handwriting note late at night by candlelight
Planned Giving Marketing
Sarah Pinto

The Big DAF Gaffe

A lot of donors are leaving undistributed assets in their DAFs — defeating the intent of a donor-advised fund. What’s the solution before a government crackdown? Here are some answers.

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Everyone Has a Story - Movie Board
Planned Giving Marketing
Viken Mikaelian

A Mountain of Evidence: Donor Stories Work

First-hand accounts back it up. The data proves it. And numbers don’t lie. But despite hearing over and over again that donor stories sell, they still remain one of the most under-utilized tools in planned giving.

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Two men ducking a revolt / complaints from public
Marketing Planned Giving
Viken Mikaelian

Sometimes, the Same Old Thing Is a Good Thing

As marketing guru Seth Godin says, repetition builds trust, and consistency stands out. Have you ever been annoyed at a company just because it made a change to its marketing or advertising campaigns? Maybe it was a business that switched its slogan for no reason; or maybe it was a firm that did a complete about-face and changed its name to something ridiculous or created a brand-new ad campaign, when the old one was working quite well.

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Laptop illustrating netiquette on screen
Planned Giving Marketing
Patrick O'Donnell

The End of an Error: How to Write an Email That Gets Read

The convenience of sending all those digital communiques zipping through cyberspace with a mere keystroke has caused us to forget some basic rules and best practices about emails — and good communication in general. Here are a few tips that will help your next email not only get read, but make a good impression and maybe even inspire your reader to take action.

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The words "Fumbling" written on a brick wall.
Planned Giving Marketing
Patrick O'Donnell

Football, Fumbled Estate Planning, and a $45 Million Tax Bill

If you’ve ever wondered just how important good estate planning is, take a look at this terrifying tale of high-net-worth horror about a family that lost $45 million—nearly half their estate’s value—to federal taxes. The worst part? The massive tax loss could have easily been prevented with some foresight, planning, and expert advice.

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Elderly Woman Online
Planned Giving Marketing
Viken Mikaelian

Seniors, Technology, and Wealth

As long as technology has existed, there’s been a perception that seniors are not just slow to adopt it, but resistant to use it. Some fundraisers still say things like, “Our donors are all older, so they aren’t online.” Well, we dug into the facts and figures about seniors and technology in 2024 … and what we learned blows those skeptics completely out of the water.

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