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Deferring the Deferred

Don’t Defer Planned Giving!

Planned Giving Marketing,  Relationships,  Self Improvement

“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.

February 23, 2020 / 0 Comments
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I Learned A Lot Of Things From My Dad. Here are Three.

I Learned A Lot Of Things From My Dad. Here are Three.

Giving,  Planned Giving for Financial Advisors,  Relationships,  Self Improvement

Good judgment comes from experience. Unfortunately experience comes through bad judgment.

January 25, 2020 / 0 Comments
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Get Rid of Your Job-Hopping Habit Once and For All

Get Rid of Your Job-Hopping Habit Once and For All

Self Improvement

Unfortunately, many in this industry are job hoppers. Why? Because truth be told, fundraising takes hard work and commitment, and many who land in fundraising tend to focus more on transactional duties than on doing their real job.

November 21, 2019 / 0 Comments
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You Can’t Do It Alone

You Can’t Do It Alone

Relationships,  Self Improvement

Study shows what successful people have in common: they spent a lot of time with someone who had been successful. In other words, they learned how to be successful. They had friends, mentors, influencers and coaches.

November 10, 2019 / 0 Comments
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Is Your Week Planned? Effective Time Management Will Make You a Leader

Is Your Week Planned? Effective Time Management Will Make You a Leader

Self Improvement

Average people hate Mondays, and refer to Wednesday as “hump day” and then “Thank God it’s Friday.” If you are a leader, you should enjoy it all. The average consciousness lives for the weekend.

July 24, 2019 / 0 Comments
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stop multitasking

The Planned Giving Productivity Quiz

Planned Giving Marketing,  Relationships,  Self Improvement

Planned giving productivity. It’s not about learning calculators, CRUTs and CRATs. Here are 5, simple helpful tips for you career — and mental health.

July 23, 2019 / 0 Comments
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How I Got into Planned Giving

How I Got into Planned Giving

Marketing Planned Giving,  Planned Giving Marketing,  Relationships,  Self Improvement

People often ask me about my life. What’s my background? Where’s my accent from? Where did I grow up? Where did you meet your wife? One of these days I’ll get around to answering all that… But the most common question I get is, “Viken, how did you get into planned giving?” Answer: By Accident.

July 15, 2019 / 0 Comments
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Fearless Asking

Fearless Asking

Relationships,  Self Improvement,  The Ask

What kind of “asker” are you? Confident, well-dressed, professional? Or more of a beggar? Someone apologetic, mincing their way through the ask? One type is going to succeed often, and the other will almost always fail. Can you guess which is which? You’ll find the answer — and other great advice on making the ask — on our blog in a guest post from author, public speaker and planned giving specialist Dr. Rebecca Price Janney.

July 4, 2019 / 0 Comments
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Philanthropy Landscape

Philanthropy Landscape

Self Improvement

Becoming part of our network is a unique experience. You’ll receive timely communiqués, learning opportunities, webinars, client hours, get to try out new tools. We’re like a “central clearinghouse” for cutting-edge discoveries about marketing and other forms of intelligence drawn from thousands of thought leaders.

July 3, 2019 / 0 Comments
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What a Difference a “Comma” Makes | Planned Giving

What a Difference a “Comma” Makes

Planned Giving Marketing,  Relationships,  Self Improvement

“Oh, you’re one of those people who care about the black squiggly marks,” the Director of Development told me.

June 19, 2019 / 0 Comments
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