When you market planned gifts, you are trying to persuade people to do something that most of them don't even want to think about - permanently transfer assets away from their control and that of their families. Here's how to do planned giving marketing the right way!
The plain, unvarnished truth is that traditional wealth screening tools simply do not work in planned giving. Here's why nonprofit loyalty matters - and how you can gain it for your nonprofit!
So you think you’re good at multitasking? You can talk on the phone, write an email and schedule a dentist appointment online all at once, can you? Scientific studies show that's not true. It's time to stop multitasking, before you destroy your productivity!
When you hear fundraising advice that sounds to "salesy," are you someone who thinks, "golly, gee! My fundraising prospects are smarter than that!" Well, I've got news for you... they're not!
As nonprofits share best practices and reveal their most coveted success stories, you don’t often hear the word “competition.” Wake up. Fundraising competition is here and it is only going to get more intense.
Here's a quick summary of the CARES Act, and how it relates to your nonprofit organization.
If you want your planned giving websites to do more than just take up space – if you want it to actually communicate with your prospects and motivate them to plan a gift – here are the features to look for, and the ones to avoid.
As we settle into another month of staying indoors, a lot of people and so-called experts are making a lot of speculations about what’s next — for public health, for the economy, for our society as a whole. Here's what we think the fundraising future holds...
Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree. ~ Martin Luther
These six planned giving facts may sound a bit harsh, but they're the truth — and they're crucial if you want to succeed in the field.
I called a longtime friend of mine and asked him out for coffee, and he said, in a very somber tone, “I’m so busy. I am so busy, I have so much going on.” This “busyness” is turning into an epidemic. Even children are now contracting this illness and developing anxiety in school. If you want to love your donors, give them the gift of attention.
When you invest in nonprofit training, you want it to be a valuable experience. Here are ten things to keep in mind as you search for the best resources.
If you want people to pay attention to your direct mail intended to raise money, let those who are “smart” in marketing have the final say, not attorneys or tenured professors. Invest in donor-centric planned giving marketing!
Have you stumbled upon my 404 page? How does it look? Is it funny? Is it serious? Is it blank? Learn more about my - and YOUR - 404 page in this article!
Does the economy have you down? Fear not! People still have money to spend. In fact, for nonprofits, it's ALWAYS a world of fundraising abundance!
Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift. Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!
"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.
In philanthropy, rather than getting donors to raise cash, it is smarter to raise cash to get long-term donors. Sounds like a tongue-twister, but it’s not.
The congregation sighs and settles in for what the pastor knows is actually their least favorite Sunday. “Please take a look at the insert in your bulletin,” he continues. “You’ll see that we didn’t meet our budget again this year.” His audience knows where this is going: The church is struggling to accomplish its mission, but the congregation is not pulling its weight in terms of monetary contributions.
I recall one afternoon when the entire staff from the development office was running around like chickens with their heads cut off, screaming at everyone because a donor’s name was misspelled on the roster. Did the donor care?
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!
Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
2103 Bayshore Boulevard
Unit 1501
Tampa, FL 33606
Products & Services
Subscriptions
Special Links
Copyright 2025 © PlannedGiving.Com
Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart.