Give and Take

I didn't take it with me; I had it delivered cartoon.
Beneficiary Designations
Patrick O'Donnell

Beneficiary Designations

Bequests and Beneficiary Designations make up over 92.5% of all planned gifts. And it’s a very simple gift for your supporters to make since it does not affect their cashflow or lifestyle during their lifetime.

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Light Bulbs Depicting Brand Marketing Copywriting
Planned Giving Marketing
Patrick O'Donnell

Copywriting and Branding Essentials

We’ve all seen those late-night TV infomercials by high-energy pitchmen selling the same old products year after year since the ’90s: “Just set it, and forget it!”, “Operators are standing by!”, “But wait, there’s more!” Regardless of what you think about their advertising styles, many of those companies are still around and enjoying hefty bottom lines by selling Showtime Rotisserie Grills, ThighMasters, Snuggies, and Ginsu Knives. And their success rates can be traced to one common denominator: consistent branding.

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Planned Giving Websites
Planned Giving Marketing
Viken Mikaelian

Why You Need a Planned Giving Website

It’s time for a reality check: Your donors are on the internet—and your planned giving program should be, too. The argument that older donors aren’t computer savvy just doesn’t hold water anymore.

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If You Wait for Perfect You'll Never Get Anything Done
Career
Viken Mikaelian

Done Beats Perfect

As a young ambitious person I remember boasting, “I’m a perfectionist.” And I was! I believed there was a right way to do everything. And I was downright obnoxious about it to the point that I would teach an employee how to hold a pencil. But now I know better.

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Hear What People are Really Saying
Relationships
Gail Rodgers

Five Key Tips to Become a More Active Listener

Being an active listener ranks highly as a skill valued in any profession. However effective listening skills prove even more useful in a relationship-building job like fundraising. In fact, becoming an empathic listener is one of the Seven Habits of Highly Effective People.
A few simple tips can help you retrain yourself into becoming a better listener. Read on to learn the top five habits to help you build active listening skills.

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Mentor with new board member
Board Governance
Viken Mikaelian

Energize Your Board with a Board Mentorship Program

Sometimes it seems like every nonprofit is currently searching for engaged, committed board members. You may live in a place where the usual CEOs, entrepreneurs, and political figures’ list of board assignments is already too lengthy to ask them to add your nonprofit too.

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Involve engage sign
Major Gifts
Caitlin Fillmore

Engage Major Donors with a Commissioning Club

The textbook definition of a commission is, “a fee paid to an agent or employee for transacting a piece of business or performing a service.” However I prefer to think of a commission, in terms of the nonprofit world, as connecting inspiration with financial and community support. Commissioning clubs provide a uniquely inspirational way to connect major donors intimately with the cause they care about.

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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.

800-490-7090
succeed@plannedgiving.com

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