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Do You Know This Magic Key Question?

Do You Know This Magic Key Question?

Marketing Planned Giving,  Planned Giving Marketing,  Relationships,  Self Improvement

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.

October 28, 2016 / 0 Comments
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Kill Your Print Marketing Campaign

Kill Your Print Marketing Campaign

Marketing Planned Giving,  Planned Giving Marketing,  Self Improvement

Direct mail is king. But kings can be dethroned. Well-intentioned organizations do it all the time. Avoid these common mistakes to ensure your direct mail campaign is as kingly as it should be.

October 25, 2016 / 0 Comments
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Marketing Planned Giving to Advisors

Marketing Planned Giving to Advisors

Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  Planned Giving Websites

In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes not only the trajectory of your long-term revenue goals, but your career as well.

October 18, 2016 / 0 Comments
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Email vs. U.S. Mail

Email vs. U.S. Mail

Marketing Planned Giving,  Planned Giving Marketing,  Uncategorized

Trying to save money by using eMarketing? Think again. According to the 2015 Response Rate Report by Direct Marketing Association (who also does eMarketing), direct mail outperforms all digital channels in a big way. The response rate for direct mail was 600% higher than that all of the digital channels combined. This number is too big […]

August 14, 2016 / 0 Comments
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Why Getting In The Will Today Matters

Why Getting In The Will Today Matters

Beneficiary Designations,  Bequests,  Giving,  Marketing Planned Giving,  Planned Giving Marketing,  Relationships

Long-term study shows multiple benefits for charities to get in the estate plan sooner. We all know charitable estate giving is a big deal. In comparison, despite all of the media attention and conversation generated by corporate giving, annual estate giving has always been much larger. (In some years, charitable estate gifts are more than […]

April 15, 2016 / 0 Comments
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Is It Okay To Use A Bequest For Operating Expenses?

Beneficiary Designations,  Bequests,  Marketing Planned Giving,  Planned Giving Marketing,  Relationships

  Question My nonprofit organization currently uses all bequest proceeds for operating expenses. The family of recently deceased donor has questioned this and wants us to designate the funds for endowment. What should we do? Answer Remember that the only funds that serve as true endowment are those that are restricted by the donor. Since […]

April 8, 2016 / 0 Comments
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Asking Your Prospects for Their Email Addresses

Marketing Planned Giving,  Planned Giving Marketing,  Planned Giving Websites

Should you ask visitors to your website to provide their email? The answer depends on what you’re offering in exchange. I was perusing a nonprofit’s planned giving website and came across an option to download an eBrochure. “Great!” I thought. “Time to do some homework on the competition.”* I clicked the link, and was immediately […]

March 10, 2015 / 0 Comments
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