Ranked podium with 1, 2, and 3 positions representing the top 1% of nonprofits.
Planned Giving Marketing
Viken Mikaelian

Are You In the Top 1%?

Funders, donors, and board members judge your nonprofit by completely different standards than you judge yourself. They look for long-term stability, professionalism, and future readiness—within seconds. A visible planned giving presence answers all of that instantly. The top 1% have it. The rest don’t. Visibility signals stability. Stability builds trust. And trust drives gifts.

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Banner: clarity, repetition, consistency
Planned Giving Marketing
Viken Mikaelian

Planned Giving Isn’t About Creativity

Most nonprofits fail at planned giving not because they lack donors—it’s a $450+ billion sector. They fail because they chase creativity instead of building systems. They change messaging quarterly. They run campaigns instead of programs. Here’s what actually works: clarity, repetition, and consistency. We’ve seen ugly display ads outperform Madison Avenue design. The difference? One clear message repeated relentlessly. That’s discipline.

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Stacks of coins protected under a golden umbrella in the rain, symbolizing planned giving as fundraising insurance and long-term nonprofit stability
Planned Giving Marketing
Viken Mikaelian

Fundraising Insurance

When a nonprofit loses a key donor or grant, chaos follows. Planned giving is more than a strategy—it’s fundraising insurance. It protects missions from financial storms and ensures long-term stability. Discover why disciplined endowment management, not last-minute appeals, earns trust from funders and donors alike—and why no one funds organizations that fail to plan for their future.

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An image of a driver in a car Putting Your Donor's DAF Into Drive.
Planned Giving Marketing
Viken Mikaelian

Putting Your Donor’s DAF Into Drive

Donor-advised funds (DAFs) are booming – but are they really fueling philanthropy, or just idling in park? While donors enjoy tax breaks, flexibility, and investment growth, too many DAF dollars sit untouched for years instead of reaching the nonprofits that need them most. With over $200 billion held in DAFs nationwide, the opportunity is massive, but only if fundraisers know how to spark action. Here’s how to shift DAFs from parked potential to powerful impact.

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Person wearing green and navy argyle socks with brown dress shoes on tile floor
Planned Giving Marketing
Viken Mikaelian

Argyle Socks

“Socks again???” A childhood lesson taught me gratitude matters more than the gift. In philanthropy, the same truth holds: donors remembered with sincere thanks give again. One genuine thank-you call transformed a modest supporter into a six-figure benefactor. Authentic appreciation doesn’t just acknowledge—it builds legacies and lasting partnerships.

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An image of a ship in the desert seimilar to The $117 Million Bequest Mirage.
Planned Giving Marketing
Viken Mikaelian

The $117 Million Bequest Mirage

Most legacy gift lists are fiction. Donors don’t remember making commitments, staff chase vanity metrics, and organizations waste thousands on digital tools that promise everything but deliver nothing. This case study reveals why relationship-building beats database-building every time. Discover the proven strategies that turn inflated prospect lists into genuine legacy commitments—including donor surveys, year-round education, and stewardship plans that actually work in the real world.

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Tombstone with the letters RESERVED similar to a Gift-A-Grave™.
Planned Giving Marketing
Viken Mikaelian

Gift-A-Grave™

It’s Good Stewardship Tote bags are nice. Coffee mugs? Cute. But what if your nonprofit could offer donors something a little more … eternal? Introducing Gift-A-Grave™ — the only planned giving incentive that says: “If you leave us in your will, we’ll save you a spot in the ground. Because lasting impact deserves a lasting address” Permanence—the sine qua non of meaningful legacy. That’s right. Join our Legacy Society, and we’ll secure your final resting place. Because nothing screams legacy quite like a shovel and a headstone. What Is Gift-A-Grave™? It’s exactly what it says. Donors commit to a planned gift, and in return, they receive: No cryptic fine print. No clickwrap legalese. Because when you want results, you skip the buzzwords and go straight to the burial. For Advancement Officers With a Shovel and a Deadline Why This Isn’t Actually the Worst Idea You’ve Heard This Year Look. we’ve mastered the

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An image of The $10 Billion Promise: Why "Committed" Isn’t "Collected".
Planned Giving Marketing
Viken Mikaelian

The $10 Billion Promise: Why “Committed” Isn’t “Collected”

Legacy Giving Isn’t About Forms—It’s About Follow-Through Lately, you’ve probably seen the headlines:“Half a million wills created.”“Ten billion dollars committed.” The dashboards are slick. The numbers are impressive. And yet—most of those figures live in a world of promises, not payments. A donor can add your nonprofit to their will today, and yes, that feels like a victory. But here’s the hard truth: you might see that gift in 2045. Or you might never see it at all. That’s not cynicism. That’s planned giving reality. The Difference Between a Form and a Future I respect what the new digital platforms have built. They’ve made will creation accessible, even elegant. That’s a good thing. But a form is only the beginning of a much longer journey. Because what happens after the signature? I once worked with a nonprofit that proudly announced a $5 million “commitment.” Fifteen years later, they discovered the

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An image of a woman laughing at donor thank-you videos on computer.
Planned Giving Marketing
Joe Garecht

How to Use One-Minute Donor Thank-You Videos to Steward Your Donors

A few weeks after donating to a youth literacy nonprofit, my friend Elena received a surprising email. It wasn’t the usual automated receipt or slick newsletter, but instead was a short video from a second-grade teacher. In the video, the teacher stood in her colorful classroom, holding up a book. “Hi Anne,” she said with a smile. “Thank you so much for your generous support. Thanks to you, my students were able to take home their very first books this year. You’re helping build lifelong readers. We are so grateful!” That 60-second video made Anne feel seen, appreciated, and deeply connected to the mission, and she became a monthly donor just two weeks later. In an age of digital overload, a heartfelt, personal thank-you video stands out. It fosters emotional connection, boosts donor loyalty, and converts one-time donors into long-term partners. And the best part? It only takes about a

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LegacyPlanner™ Logo

Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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