Don’t let legislation paralyze your planned giving marketing efforts.
SECURE Act / Webinar
Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.
Convincing Your Boss and Your Board
What fundraiser has not faced a boss who doesn’t understand how planned gifts work, doesn’t want to learn, and thinks that planned gifts are an “easy out” for donors who should have made an outright gift?
Create a Legacy You’ll Never See
Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.
Trust-Based Fundraising
I’ll be blunt: You can get lucky with lust, but you get married and stay married with trust. You’re probably thinking, “What does that have to do with marketing or fundraising?” Well … read on …
The Future of Planned Giving
Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.
It’s the Marketing, Stupid.
Most nonprofits have a reversed Darwinian approach to new idea generation. Instead of survival of the “fittest” they strive for survival of the “safest.”
Planned Giving: It’s About Legitimacy
Everyone focuses on the importance of planned giving from a financial perspective. When in fact, it’s about legitimacy and credibility. If you have both, the money will follow.
Is December a Time to Plan for Year-End Charitable Giving?
Year-end giving appeals are often poorly planned and executed. The best time to begin is between July and September, and making sure that you have a series of “touches” and not just one mailing planned.
CRATs, nOObs, and Other Acronyms
Like cell phones, social media and text messages, acronyms have taken over our lives. But we had planned giving acronyms long before the birth of texts. What else does a CRAT stand for? Read and find out.