Give and Take

Where’s Your Elevator Pitch?
Planned Giving Marketing
Viken Mikaelian

Where’s Your Elevator Pitch?

You get in the elevator to head up to the 12th floor. A prospect you’ve always wanted to talk to enters at 3. He recognizes you and says, “I’ve seen you before. What do you do for the institution?”

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Let Testimonials Say What You Can’t
Marketing Planned Giving
Viken Mikaelian

Let Testimonials Say What You Can’t

Testimonials by satisfied donors, or by recipients of your organization’s services, automatically carry more credibility than anything you could say about yourself. They are an important part of your planned giving marketing message because they tell a potential donor what you can’t.

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Insights From 30+ Years in Planned Giving …
Marketing Planned Giving
Viken Mikaelian

Insights From 30+ Years in Planned Giving …

With 30+ years of planned giving successes in my history, I’m now considered a thought leader in the industry. That’s because I learned one crucial lesson: Planned giving is about people. Focus on the people and the rest is easy.

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Tell Your Heart Surgeon to Go Away
Marketing Planned Giving
Viken Mikaelian

Tell Your Heart Surgeon to Go Away

If your administration does not realize the importance of planned giving, your job is to explain it to them. The money is there — and it shows up when people understand the need. Would you ever tell your heart surgeon that his fee is not in your budget?

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What We Don’t Do
Uncategorized
Viken Mikaelian

What We Don’t Do

Companies like to boast about what they do. Apparently, many firms also like to do far more than they should. More and more in the planned giving community I see “marketing” firms promising their clients the world.

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Get Rid of Your CGA Program!
Uncategorized
Chelsea Dinsmore

Get Rid of Your CGA Program!

Says the panicked board member… until you show him a better way to lower risk.  Has this ever happened to you? A board member or finance

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How to Be Massively Productive
Effective fundraising
Brent Hafele

How to Be Massively Productive

What is the single biggest excuse people use to not do things they say they want to do? Wait for it… (No pun intended.) “I don’t have time.” We’re about to blow that excuse away.

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Do You Know This Magic Key Question?
Marketing Planned Giving
Rebecca Langley

Do You Know This Magic Key Question?

My colleague was at her wits’ end with a donor we’ll call Philip. Everything about Philip screamed MAJOR DONOR OF THE HIGHEST LEVEL! He had all three As of a great donor prospect.

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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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