You Can’t Take it With You – Even if You’re Buried with It
There are all kinds of planned gifts — including those that allow you to leave personal property to a nonprofit.
Documents, brochure and postcard templates, marketing materials, solicitation letters, gift acceptance policies, videos.
Personal and professional development courses for MGOs. Includes community job board.
Courses, lessons, webinars on personal and professional development, including CFRE-accredited Planned Giving Boot Camp.
Personal and professional development, including CFRE-accredited Planned Giving Boot Camp and Initiating the Legacy Conversation (new!).
There are all kinds of planned gifts — including those that allow you to leave personal property to a nonprofit.
Our clients, friends and prospects often ask which term is better to use for their marketing efforts, “Planned Giving” or “Gift Planning”. This is a decades-old dispute and I am getting tired of it. So I decided to write this blog to end the argument. If anyone is ready to spar, sharpen your blade (well, pencil is okay). A few nonprofits have migrated to Gift Planning because it sounds more “sophisticated.” Others argue that Planned Giving has been around too long and it’s time for something “new.” And some “feel” it makes better sense and sounds better. This is all
“Transparency” is just a trendy term for “operational openness.” Openness can work in a nonprofit’s favor. It allows donors and prospects to see that your organization is being run responsibly. It assures them that the money it raises is being used to further its mission. But a charity that tries to keep too many secrets may end up with the feds imposing a little “transparency” of their own. In the legal system, this is sometimes called “discovery.” Case in point: The Kabbalah Centre International. Just to recap, the IRS and a grand jury in the U.S. District Court of the
The idea of ethics, as an active, engaging, and permeating part of what we do, falls well short of where it needs to be in our daily routine.
Listen: there’s a grassroots rebellion against direct mail marketing. For example, CatalogChoice.Org, a nonprofit “do not send” registry for consumers and companies who want to stem the flood of unwanted catalogs and other junk mail they receive, has served more than a million individuals and businesses since its founding in 2007. And while — at least from your viewpoint — your planned giving newsletter is anything but junk mail, to your prospect, it’s just part of the daily avalanche of unwelcome arrivals. And that means it’s quite likely your messaging is going straight from the mailbox to the recycling bin,
The more you stress your prospect, the more demands you make upon them, the more likely they are bail on you. Here are some tips on how to keep ‘em sweet.
William John Cameron (1879-1953) really lived the kind of life you would expect in an adventure novel or a Hollywood movie. We want to establish that to begin with, to counter any idea that he’s famous just for coming up with colorful aphorisms. The son of Manitoba pioneers, “W.J.” Cameron was one of 13 children in his family, and he is said to have once walked barefoot from Gladstone in Manitoba to Bottineau, North Dakota – a distance of approximately 100 miles – to go to work on his uncle’s farm. Later he founded a successful surgical equipment supply house
Personalization is the key to attracting prospects, optimizing donor relationships, and maximizing the donations that result from them.
A beautiful sunny autumn day in Southeastern Pennsylvania and the local strip mall was crowded with shoppers enjoying themselves… All except one.
Donors don’t leave legacies to grey flannel suits. Donors want to see the face of the person wearing the suit — which is why fundraisers need well-written biographies.
Empower your donors to plan their will and invest their legacy in the cause they support the most.
1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460
Copyright 2023 © PlannedGiving.Com
Reach out! We look forward to hearing from you soon.
We value your privacy and keep your
information private. We do not spam.