Give and Take

All Annuitants Are Women and They Lie About Their Age
Charitable Gift Annuity
Scott Janney

All Annuitants Are Women and They Lie About Their Age

With the recent plunge in the value of investment portfolios, some chief financial officers and development professionals are wondering whether they should remain “in the business” of offering gift annuities to their donors.

Read More »
Get the Year End Going
Planned Giving Marketing
Viken Mikaelian

Get the Year End Going

Helping your donors meet the December 31 tax deadline means that you can plan on staying longer and doing more than just about everyone else — except for your office’s gifts processor.  So plan a nice rest in January (Isn’t there a planned giving conference in the Caribbean, then? There should be…) and get ready for the year-end sprint.

Read More »
Find Your Audience, Then Find Your Money
Planned Giving Marketing
Viken Mikaelian

Find Your Audience, Then Find Your Money

It’s my experience that your audience is the single most powerful and most important element in the mix. If your marketing campaign is to get results, whether you use direct mail, print pieces, or e-mail, you must first make certain that the right audience is getting your message.  As I see it, finding the right audience determines 60 percent of the outcome.

Read More »
Bourbon, Ethics, Fundraising
Planned Giving Marketing
Viken Mikaelian

Bourbon, Ethics, Fundraising

Your organization helps teenagers with substance abuse. One of your board members announces he’s received a large inheritance from his grandfather and is going to donate $250,000 in his grandfather’s name. The local paper discovers granddad made his money from the sale and distribution of alcohol.

Read More »
Legacy Planner Logo

Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

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 soon.

800-490-7090
succeed@plannedgiving.com

We value your privacy and keep your
information private. We do not spam.