Planned Giving Marketing

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.

Many churches focus only on the collection plate… meaning they are leaving millions of dollars on the table. Major donor efforts (and church planned giving programs) are essential to the financial health of your congregation. Read this article to learn why planned giving is essential for your church.

Many fundraisers and advisors hold a deeply rooted belief that donors should always use an attorney to draft their wills. Yet many wealthy (and not-so-wealthy) individuals have had success with using an online will planner to handle their estates. This article looks at whether online will planners can be used for creating wills and bequests that support your non-profit.

Fundraising analytics are important for the health of your non-profit’s development program. Without basic wealth and demographic information, you won’t be able to effectively fundraise from those in your non-profit’s CRM. If your database doesn’t provide basic fundraising analytics, you can, with a little work, do it yourself. Here’s how to do it effectively.

One of the most important concepts in fundraising is return on investment (ROI). You need to know the ROI of every activity to carry out in your development program. Use the tips in this article to learn the basics of calculating the planned giving ROI for your organization’s planned gift program!