Companies like to boast about what they do. Apparently, many firms also like to do far more than they should. More and more in the planned giving community I see “marketing” firms promising their clients the world.
Says the panicked board member… until you show him a better way to lower risk. Has this ever happened to you? A board member or finance
Trying to save money by using eMarketing? Think again. According to the 2015 Response Rate Report by Direct Marketing Association (who also does eMarketing), direct mail
Investing time in people is the most valuable use of a leader’s day. Despite daily urgencies, meaningful moments—like one-on-one check-ins, hallway conversations, or being home for dinner—create trust, connection, and long-term impact. This was exemplified by Mr. Martin K. Brown, a beloved principal who knew every student by name and presence. His secret? Be visible, know people deeply, and lead with love. That’s real time management—and real leadership.
Q: When a husband and wife fund a gift annuity, is it always joint and survivor?
Donors often do not know the exact structure or details of their own planning, charitable or otherwise. They depend on their advisors. This is one reason it is so important to partner with advisors when working with donors.
Question In your Strange Myths section in Giving Tomorrow Magazine, the statement is made that “Most planned giving donors are not prospects for large major
First, a Thank You For those of you who are reading this and are clients of mine, I truly thank you for your business. When
I wonder if anyone’s ever done a study to see when gyms are more crowded—in January (post new year’s resolution season) or in the spring (pre swimsuit season). I’d put my money on January.
Once upon a time in a market far, far away, I worked at FORTUNE Magazine. In retrospect, selling advertising in FORTUNE had a lot of