Give and Take

Son trusts father as he dives into his arms from above height.
Planned Giving Marketing
Viken Mikaelian

Donors Flock to Reliability, Predictability, and Trust

It’s tempting to think about marketing as a collection of traditional outreach. Sure, part of it is which we have been offering for years. Display ads, postcards, surveys, tag lines, digital media, videos — the list goes on. But marketing is more than that. Marketing also includes things you might not immediately think of.

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"Can we talk?" word bubble in a red background
Planned Giving Marketing
Ben Case

A Really Tough Planned Giving Conversation

What would you do if you had a verbal commitment for a planned gift—and the donor died before putting it into writing? It happens more often than you’d think. Here’s a real-world example of how stewardship can save the day. 

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Couple on beach watching sunset
Charitable IRA Rollover
Viken Mikaelian

IRA Qualified Charitable Distributions

Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).

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AI and Intelligence
Planned Giving Marketing
Viken Mikaelian

Is AI Dumbing Us Down?

AI is smart enough to discover names of people in your organization. Legitimate-looking emails come in with the line, “see attachment” — which, when opened, launches malware. Others request sensitive business information or for you to fill out an RFP behind a password. I wrote back to one such bot, and it responded so convincingly I almost fell for it. Be very careful — two friends lost between $4k and $7K at work through such an attack. Only one was reimbursed.

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Face and numbers depicting artificial intelligence
Planned Giving Marketing
Patrick O'Donnell

Why Your Nonprofit Should Steer Clear of AI

AI might look enticing, but when you strip away all the hype it’s a ticking time bomb. AI-created content has created some serious problems for its early adopters. Do you really want to lose donations over an easier way to write a caption?

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Compass With Needle Pointing Word Vision
Planned Giving Marketing
Viken Mikaelian

The Power of Endowments

An endowment sends a motivating message to the world, as well as to your board, staff and donors. It says your organization is going to be here for the long run. It creates respect, trust, authority.

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Life saver in ocean floating
Planned Giving Marketing
Viken Mikaelian

Nonprofits Did Not Do Well Last Year

2023 was another tough year in the nonprofit industry. Although all the numbers aren’t in yet, it’s on track to be on par with 2022 — perhaps worse. And what’s even more concerning is that this seems to be part of a larger downward trend.

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People Community Progress
Planned Giving Marketing
Wayne Olson

Give Donors Community

When raising funds, talking with coworkers or even with family, remember that we all want to belong. We all want to feel part of something. In everything you do look for ways to give your donors and staff community and you will succeed.

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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.

Reach out! We look forward to hearing from you.

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