planned giving tomorrow archive

Planned Giving Tomorrow is now free to clients only and is published monthly. Not a client? You will need to subscribe and it carries benefits! But do please browse through past issues below and submit your comments here.

Planned Giving Tomorrow is the only magazine devoted to marketing planned gifts.

2018 Special Report

Note: This issue is 9×12. If you wish to print it on regular size paper, please adjust your print settings to 90%. Contact us for hard copies via US Mail.

Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means.
What are the pros and cons of a merge?
What are the implications for planned giving as a specialty?
When is it time to ‘outsource’ gift planning?
What can the car industry teach the philanthropy sector?
Authors:

Jeff Comfort
Camilyn Leone, Esq.
Dr. Scott Janney
Scott Lumpkin
Lisa Repko
Lynne Ierardi, JD

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Spring 2018: The Mistakes Issue

Note: This issue is 9×12. If you wish to print it on regular size paper, please adjust your print settings to 90%. Contact us for hard copies via US Mail.[/vc_column_text][sc_list]

Development Mistakes Board Members Make
A Four-Year Experiment To Build Endowments
Donor Frustration
Should We Learn From For-profits?
Some Fundraisers Do Not Like the Wealthy
A Crash Course in Graphic Design
How to Talk to the Wealthy

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Winter 2018: Personal Improvement and Productivity

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Donor doesn’t want to talk to you?
You have 100 blocks a day; how are you using it?
Technical corner: The New Tax Law
Forget multi-tasking; focus instead
Open door policy? Think again…
“Invisible results” – how to measure productivity
Looking A Gift Horse In The Mouth

Summer 2017: Wealth

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I Want to Meet a Rich Man
The Trajectory of Wealth
You May be Asking Too Little
Blended Gifts
Emphasize the legacy, not the gift
Money Vs. Wealth
Managing Gifts of Retirement Plan Assets After the Donor Passes
Money. Money. Money. Are you prejudiced against wealth?
Humor. Use it.
Small signature line tip!

Spring 2017: Leadership

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Want to Raise More Money? Engage Women Today.
Go ahead. Be average.
Deferring the Deferred.
Put Their Name on It.
Interview With 800 Fundraisers.
Butt Out.
Servant Leadership.
He Doesn’t Have a Leg to Stand On.
Dear President Trump.
Great Leaders Build Great Teams for Tomorrow.
Words of Wisdom From the Wall Street Journal and the Bible.

Fall 2016: Storytelling

Note: This issue is 9×12. If you wish to print it on regular size paper, please adjust your print settings to 90%. Contact us for hard copies via US Mail.

Why Nonprofits Are Just Getting By
Turn Your Words Into Money
Taking The Risk Out Of Real Estate Gifts
The First Time I Called Marjorie
Fundraising Is Not For Sissies
The Tightrope Walker
IRA Qualified Charitable Distributions, PART 2
Gift Agreements Are Golden

Summer 2016: Productivity

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Workus Interruptus; how you let others control your time
A magic power that makes you unstoppable
3 Time Management Lessons
The “leftover bequest” was far more than what was guaranteed to us
Be Massively Productive
Avoid Budget Cuts
IRA Rollover stuff: increase value to donors
10 Mistakes that kill your print marketing
Energize your career
Multitasking test
Add hours into your week

Spring 2016

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The 1% Challenge
Why Getting in the Will Today Matters
Collaboration: What it’s not, what it is, and how to achieve it
4 Steps to Your Perfect Everyday Elevator Pitch
What’s Hot, What’s Not for 2016
An Award No Fundraiser Wants
There is Such A Thing As Bad Publicity
Stuck in the Office? Then, About Face!
The Millennial Challenge
Three Key Details To Know About Your Prospects
Dollars Aren’t The Only Green Gifts

Fall 2015

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Do you dare to be ambitious?
There are more million dollar donors in your database than you think
Don’t assume your donor knows the details of his gift
5 ways to jazz up your donor stories
Do you agree with America’s top fundraisers?
Survey results: what are your blind spots?
The lawyer-less gift plan
Why bet on a poker hand you cannot win?
The $10 million gift to the government
10 bottles of vodka, a major gift and an unexpected friendship

Spring/Summer 2015

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The sexiest 7 words in fundraising
The cure for “Indecisivitis”
Gift annuity Q&A
The trust-relationship-commitment cycle
The only real antidote to worry
Confessions of A former development director
What kind of gift would you refuse to accept?
How to build trust with the wealthy 1%
Want to be a savvy charity?
Never take marketing advice from an attorney

January 2015

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Marketing is not an expense. It’s an investment.
Why Jews give.
Tough lesson learned after I made someone miserable.
Fundraising is not fun.
How to say “dead”.
CGA sale!
Learn from a car salesman.
Can you spell Bequeeeth?
Not pushing bequests? IRS will penalize you.
14 real simple resolutions for this year.

Fall 2014

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Bequests Are Dead
How to Ask People for More Money
How to Make a Lot of Money
Encounter with a Street Bum
The $94 Planned Giving Program
The Solicitation Letter – Magic Touches
18 Planned Giving Marketing Truisms
Another “Hot” New Study… Really?
A Financial Advisor Talks About Planned Giving

Summer 2014

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“But My Prospects Are Different.” No They’re Not.
Who’s Your Tom Bond
What’s Your Asking Style?
How About Never?
A Few Tricks of The CGA Trade
Doing Nothing… the Opportunity Costs

Spring 2014

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Good News: The IRS Joined Your Marketing Team
Know Thy Prospect
Social Media: It’s not all it’s cracked up to be
Planned Giving and Air Conditioning
10 Reasons Churches Need a Legacy Giving Ministry
Syracuse on Professional Advisors
Shocking news: Google is using US Mail.