Give and Take

Consistent Branding
Planned Giving Marketing
Patrick O'Donnell

Copywriting and Branding Essentials

We’ve all seen those late-night TV infomercials by high-energy pitchmen selling the same old products year after year since the ’90s: “Operators are standing by!” “But wait, there’s more!” Regardless of what you think about their advertising styles, many of those companies are still around and enjoying hefty bottom lines by selling Showtime Rotisserie Grills, ThighMasters, Snuggies, and Ginsu Knives. And their success rates can be traced to one common denominator… read on.branding.

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Judge Legal Image
Bequests
Patrick O'Donnell

The Man Who Died Without A Will

Thousands of other Americans don’t have a will. Meet with an estate planning attorney, or use our LegacyPlanner™ for free to create a simple, legal will that’s valid in all 50 states.

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Happy Couple Making A Will Together
Bequests
Viken Mikaelian

Getting It All Together: Making Your Will

Making a will is a lot easier than you probably think. But like anything, you have to start with the basics. These are the documents you need to get started creating your will; the things you absolutely must account for; and a few things you’ll want to consider.

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You Had Me At Bequest
Bequests
Mindy Aleman

You Had Me at Bequest

Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”

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Government Agent
Bequests
Patrick O'Donnell

Final Invoice

The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.

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Grieving Frustrated Woman
Bequests
Gail Rodgers

An Estate-Planning Guide Just For Women

Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.

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Coffee mug with note pad reading what legacy do I want to leave?
Planned Giving Marketing
Viken Mikaelian

How to Launch a Simple Bequest Program

Bequests are the most popular planned gift. They're also the easiest to receive. And a bequest program is the perfect way to segue into closing other gifts. Bequests Make Up 92% of all planned gifts! Planned Giving, at its most basic, is simply a gift made from a donor’s estate to a nonprofit. And of all the planned gifts (or “legacy gifts”) your donor can make, the simplest one for them to give (and for you to receive) is a bequest. That’s because creating a bequest is as easy as naming a nonprofit as a beneficiary of a retirement plan

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Planned Giving and Social Media
Social Media
Viken Mikaelian

Considering Social Media for Planned Giving?

The No. 1 enemy of a social media program is figuring out how to monetize it. How do you measure ROI, when — as is the case with planned giving — you might not ‘see’ results for years? That is not a question we can easily answer — at least, not honestly — because it depends on factors unique to your organization.

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

Empower your donors to plan their will and invest their legacy in the cause they support the most.

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