Category: Planned Giving Marketing

"Can we talk?" word bubble in a red background
Planned Giving Marketing
Ben Case

A Really Tough Planned Giving Conversation

What would you do if you had a verbal commitment for a planned gift—and the donor died before putting it into writing? It happens more often than you’d think. Here’s a real-world example of how stewardship can save the day. 

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Face and numbers depicting artificial intelligence
Planned Giving Marketing
Patrick O'Donnell

Why Your Nonprofit Should Steer Clear of AI

AI might look enticing, but when you strip away all the hype it’s a ticking time bomb. AI-created content has created some serious problems for its early adopters. Do you really want to lose donations over an easier way to write a caption?

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Compass With Needle Pointing Word Vision
Planned Giving Marketing
Viken Mikaelian

The Power of Endowments

An endowment sends a motivating message to the world, as well as to your board, staff and donors. It says your organization is going to be here for the long run. It creates respect, trust, authority.

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Life saver in ocean floating
Planned Giving Marketing
Viken Mikaelian

Nonprofits Did Not Do Well Last Year

2023 was another tough year in the nonprofit industry. Although all the numbers aren’t in yet, it’s on track to be on par with 2022 — perhaps worse. And what’s even more concerning is that this seems to be part of a larger downward trend.

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People Community Progress
Planned Giving Marketing
Wayne Olson

Give Donors Community

When raising funds, talking with coworkers or even with family, remember that we all want to belong. We all want to feel part of something. In everything you do look for ways to give your donors and staff community and you will succeed.

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Thank you acknowledgement card
Planned Giving Marketing
Caitlin Fillmore

Thank “You.” Who Gets Gratitude?

In any given year, donors may give you thousands quarterly via a mailed check or an online donation for $0.12 that you are not sure was on purpose. It begs the question – is a gift, a gift? Does everybody at your nonprofit feel the same about these two examples? Has your organization ever stopped to consider exactly which donors get what thank-yous at your nonprofit? Take time in the new year to outline the expectations and procedures for thanking at your nonprofit to establish an essential best practice.

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