Category: Planned Giving Marketing

Making a difference can seem daunting. The good news is you are not alone in being the change. There are more than 1.8 million nonprofits registered in the US working toward your same dreams. Your estate planning and other heavily taxed assets can be your greatest tools (and your greatest savings) in partnering with nonprofits to make the change you want to see.
Planned Giving is for You — Yes, You.

It’s tempting to think about marketing as a collection of traditional outreach. Sure, part of it is which we have been offering for years. Display ads, postcards, surveys, tag lines, digital media, videos — the list goes on. But marketing is more than that. Marketing also includes things you might not immediately think of.

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. 

Navigating the complexities of estate planning and charitable giving can be daunting, but with the right tools and guidance, you can help donors make a meaningful impact and ensure that their legacy endures for generations to come.

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.

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.

Do you want to join the top 1%? Are you a tire kicker or a Formula One driver? Be the exception!

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.

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.