Give & Take

Why are planned giving newsletters getting less response?

Marketing noise: every day the average prospect is inundated with over 3000 marketing messages. In a large city, it’s over 5000. A battle is being fought for the eyes and ears of the world, and in most cases the enemy is an overstuffed mailbox.

Planned Giving Mass Emails (or Spam?)

Some vendors advocate sending out "weekly generic emails" to prospects and financial advisers. "Stay in their face," they say..

Counting Your Website Hits? The Real Scoop.

Most in philanthropy are not that tech-savvy. And if one does not understand the basics, it's much too easy to go down a misguided path by taking advice from someone not as much interested in his or her institution's long-term interest.

Young women wearing eyeglasses with laptop smiling

Successful people never “find” themselves; they create themselves by tapping into their potential. Everything in life exists in potential, and those who recognize its power achieve more than those who ignore their influence over events. You always have a choice: be intimidated or inspired, let obstacles stop you or use them as setups for a comeback. The key to success is not about finding yourself but about continuously creating and refining who you are through mindset, effort, and action.

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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.

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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