Give and Take

Father and son communicating
Planned Giving Marketing
Wayne Olson

Make Your Words Work for You

We can have the greatest product, mission, or idea in the world, but if no one hears it, what good is it? At the same time, we can whisper a good idea, and it can change the world.

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Policy Folders
Planned Giving Marketing
Caitlin Fillmore

Keep Your Gift Acceptance Policy Strong

The idea of your organization receiving a windfall may seem like only the stuff of dreams. But with stories of nonprofits experiencing unexpected major gifts happen all the time. When a donor chooses to give their wealth to your organization, will you be ready?

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Key Performance Indicators Bar Chart Illustration
Planned Giving Marketing
Caitlin Fillmore

Average Gift Amount: A Fundraising Key Performance Indicator

A few essential pieces of data help fuel a powerful development department. These metrics, often called Key Performance Indicators, or KPIs, help fundraisers gauge the health of their activities. Another essential KPI for fundraisers is the Average Gift Amount.

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Older male thinking of choosing executor and trustee
Planned Giving Marketing
Patrick O'Donnell

Choosing an Executor or Trustee

You’ve finally decided to create an estate plan instead of taking the path of Abraham Lincoln, Bob Marley and Aretha Franklin. Congratulations! But how do you choose an executor or trustee? We have a few tips that will help.

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Future opportunity
Sustainability
Viken Mikaelian

Planned Giving is “Hot” these Days

As more uncertainty rattles the markets and the economic downturn deepens, donations will dry up. Even your most consistent donors will reevaluate their charitable giving as the threat of a recession looms. And the Wall Street roller-coaster will affect stocks as well as cash.

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People helping people for good causes
Planned Giving Marketing
Mike Johnson

5 Steps to Make Charitable Giving Part of Your Estate Plan

There are good causes with plenty of people and projects in need of support as they strive to make the world a better place. You might like to consider supporting them as part of your estate plan, making a charitable donation with the wealth you leave behind. This can be a wonderful way to give something back to the world, leave a positive impression, and support a cause that matters or means something to you personally. It also feels great, which is why so many people opt to add a charitable donation to their estate plan. But how does it all work? And what’s the best way to go about it? Here’s a five-step guide to learn all about charitable giving in estate planning.

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Elderly man complaining on phone
Planned Giving Marketing
Wayne Olson

Take the Cranky Calls

We all know them. The phone rings and the caller ID shows this is a call from someone who we know will be trouble. He or she is calling to complain, and it will not be pleasant. Around the room, people suddenly get busy so they will not have to take the dreaded call. Accelerate your career by taking the call!

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Woman sitting on bench in front of a lake contemplating and dreaming
Planned Giving Marketing
Viken Mikaelian

Don’t Raise Money. Sell a Dream.

There’s something that some fundraisers don’t get that good marketers know instinctively: You’re not selling a product, gift plan, or naming rights. To paraphrase Steve

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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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