The plain, unvarnished truth is that traditional wealth screening tools simply do not work in planned giving. Here’s why nonprofit loyalty matters – and how you can gain it for your nonprofit!
When you hear fundraising advice that sounds to “salesy,” are you someone who thinks, “golly, gee! My fundraising prospects are smarter than that!” Well, I’ve got news for you… they’re not!
As nonprofits share best practices and reveal their most coveted success stories, you don’t often hear the word “competition.” Wake up. Fundraising competition is here and it is only going to get more intense.
Here’s a quick summary of the CARES Act, and how it relates to your nonprofit organization.
If you want your planned giving websites to do more than just take up space – if you want it to actually communicate with your prospects and motivate them to plan a gift – here are the features to look for, and the ones to avoid.
These six planned giving facts may sound a bit harsh, but they’re the truth — and they’re crucial if you want to succeed in the field.
If you want people to pay attention to your direct mail intended to raise money, let those who are “smart” in marketing have the final say, not attorneys or tenured professors. Invest in donor-centric planned giving marketing!
Does the economy have you down? Fear not! People still have money to spend. In fact, for nonprofits, it’s ALWAYS a world of fundraising abundance!
Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift. Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!
“But we want the cash, now,” we often hear. Well, we would have had the cash now if we had not deferred it in the first place. Get started now! Don’t defer planned giving.
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