Give and Take

Fundraising competition

As nonprofits share best practices and reveal their most coveted success stories, you don’t often hear the word “competition.” Wake up. Fundraising competition is here and it is only going to get more intense.

Here's a quick summary of the CARES Act, and how it relates to your nonprofit organization.

Planned Giving Website features

If you want your planned giving websites to do more than just take up space – if you want it to actually communicate with your prospects and motivate them to plan a gift – here are the features to look for, and the ones to avoid.

What Does the Future Hold? A Bold Prediction.

As we settle into another month of staying indoors, a lot of people and so-called experts are making a lot of speculations about what’s next — for public health, for the economy, for our society as a whole. Here's what we think the fundraising future holds...

My Apple Tree

Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree. ~ Martin Luther

Six Tough Planned Giving Marketing Facts.

These six planned giving facts may sound a bit harsh, but they're the truth — and they're crucial if you want to succeed in the field.

The Gift of Attention

I called a longtime friend of mine and asked him out for coffee, and he said, in a very somber tone, “I’m so busy. I am so busy, I have so much going on.” This “busyness” is turning into an epidemic. Even children are now contracting this illness and developing anxiety in school. If you want to love your donors, give them the gift of attention.

Training instructor in front of class

When you invest in nonprofit training, you want it to be a valuable experience. Here are ten things to keep in mind as you search for the best resources.

Donor-Centric Planned Giving Marketing

If you want people to pay attention to your direct mail intended to raise money, let those who are “smart” in marketing have the final say, not attorneys or tenured professors. Invest in donor-centric planned giving marketing!

My 404 Page

Have you stumbled upon my 404 page? How does it look? Is it funny? Is it serious? Is it blank? Learn more about my - and YOUR - 404 page in this article!

There Is Money Out There

Does the economy have you down? Fear not! People still have money to spend. In fact, for nonprofits, it's ALWAYS a world of fundraising abundance!

Rate Tables and Hard Numbers in CGA Ads

Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift.  Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!

Deferring the Deferred

"But we want the cash, now," we often hear. Well, we would have had the cash now if we had not deferred it in the first place. Get started now! Don't defer planned giving.

Fundraising vs. Friendraising

In philanthropy, rather than getting donors to raise cash, it is smarter to raise cash to get long-term donors. Sounds like a tongue-twister, but it’s not.

Planned Giving and the Church

The congregation sighs and settles in for what the pastor knows is actually their least favorite Sunday. “Please take a look at the insert in your bulletin,” he continues. “You’ll see that we didn’t meet our budget again this year.” His audience knows where this is going: The church is struggling to accomplish its mission, but the congregation is not pulling its weight in terms of monetary contributions.

Given Lemonade? Just Add Sugar.

I recall one afternoon when the entire staff from the development office was running around like chickens with their heads cut off, screaming at everyone because a donor’s name was misspelled on the roster. Did the donor care?

The Donor will Never Know. Why Attend His Funeral?

“I really don’t want to go to that funeral. You think the family will notice if I’m not there? I mean, we’re sending them a thank-you note for her donation, and I already sent a sympathy card …”

SECURE Act Q&A

Do you feel overwhelmed by all of the regulations affecting the planned giving industry? What compounds the situation is how others respond to new legislation such as the SECURE Act. What do they offer you? Subject matter genius attorneys who are super brilliant with tax laws.

I Learned A Lot Of Things From My Dad. Here are Three.

Good judgment comes from experience. Unfortunately experience comes through bad judgment.

Fear of Failure. Risk Aversion. And Nonprofits.

Famous ad agency uses pigeons to pitch private jets. It's true. Read on ...

Legacy Planner 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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