Planned Giving Marketing Archives - Planned Giving Marketing Trusted Authority

Now’s Your Chance to Save The World!

Bequests, Planned Giving Marketing, Will Planners

It’s not too late to make a difference—perhaps a much bigger one than you thought possible—if you have a will.

You Had Me at Bequest

Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”

Final Invoice

Bequests, Planned Giving Marketing, Will Planners

The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.

Don’t Worry, You Don’t Need a Will

Bequests, Estate Planning, Planned Giving Marketing, Will Planners

Live Well … Leave Well. Make a difference even after you’re gone. Plan your estate for those you love and leave a legacy, not a mess.

An Estate-Planning Guide Just For Women

Bequests, Estate Planning, Gifts of Real Estate, Planned Giving Marketing

Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.

Coffee mug with note pad reading what legacy do I want to leave?

How to Launch a Simple Bequest Program

Planned Giving Marketing

Bequests are the most popular planned gift. They're also the easiest to receive. And a bequest program is the perfect way to segue into closing other gifts. Bequests Make Up 92% of all planned gifts! Planned Giving, at its most basic, is simply a gift made from a donor’s estate to a nonprofit. And of […]

We Want Your Stories

Planned Giving Marketing

We’re looking to compile the largest-ever collection of bequest-related stories — and give you and your nonprofit some publicity at the same time. We will be publishing the stories on PlannedGiving.com, MajorGifts.com and on Bequests.com (which we just acquired). Our goal is to teach and inspire. Some of these stories may even be used as examples by presenters nationwide (with […]

Mother carrying daughter at sunset on the beach

Little Jessica

Giving, Planned Giving Marketing, Relationships

Before she became ill, I used to see Jessica every Sunday night when her parents came to play in the little mixed-couples pickup basketball league at the gym. At that time — and this was thirty years ago — Jessica was about one year old. Cute kid. An only child who was barely talking yet.

Online Will Planners: Interview With Viken Mikaelian

Planned Giving Marketing

[An Interview With Viken Mikaelian.] After seeing vendors like Freewill, Nonprofit Docs, LegalZoom and other vendors popularize an online will planning module, it just made sense for us to develop our own. After all, we’re in the planned giving marketing business, and this is just one more way we can help our clients succeed.

Online Will Makers: Eliminating the Stigma

Planned Giving Marketing, Will Planners

I’ve always felt that encouraging donors to create a will is in the best interests of any nonprofit. After all, they can’t leave you a planned gift without one.

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