This page is very old and hasn’t been maintained in ages. But hey, we’re honored you found it—you must have been on a serious digital archeological dig. No treasure at the end of this quest, but we appreciate the effort! (2/27/2025)

Planned Giving Tomorrow

Now: Giving Today & Tomorrow

Subscription is required to access these pages.

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.

  • 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

Winter 2018: Personal Improvement and Productivity

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.

  • 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

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.

  • 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

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.

  • 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

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.

  • 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

  • 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

  • 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

  • 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

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.

  • 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

Note: This issue is 9×12 and will therefore print at a reduced size on your printer. Please adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • 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

Note: This issue is 9×12 and will therefore print at a reduced size on your printer. Please adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • “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

Note: This issue is 9×12 and will therefore print at a reduced size on your printer. Please adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • 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.

Spring 2013

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • The Art of Planned Giving
  • Jumping to Conclusions About Donors
  • Fundraising’s New Look
  • Donor Calls: Don’t Phone Them In
  • One Mistake We Didn’t Make
  • Making Room for the Financial Advisor
  • Restless Restrooms
  • Owning Your Message

Fall 2012

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Sex: Would You Do It to Get the Gift?
  • Skating to Where the Puck Will Be
  • Coming Clean About Annuity Fees
  • Field Guide to Real Estate Donors
  • Why We Love Awful Clients
  • Postal Mail Beats Bad Email
  • Donors Beg: “Tell Us Less!”
  • Can Humans Find Your Website?

Summer 2012

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Complaints Are Good
  • There IS Money Out There
  • The Why of Lapsed Donors
  • Underground Revenue
  • Loving Your Competition
  • Don’t Leave Earth Without Them
  • Vacate Your Comfort Zone
  • “Don’t Use My Name”

Winter 2012

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Commitment to Survival
  • A Relationship, Not a Transaction
  • Winning the Style Wars
  • Donors Seek Lucid Giving
  • Guerrilla Your Dreams
  • Your Real-World Planned Giving Solution
  • Philanthropizing Millenials

Fall 2011

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Viken Mikaelian: You’re Late for Reality
  • Dr. Suzanne Tucker Allen: For Nonprofits with a Future…
  • Gabrielle Dudley: Making the Ask by the Numbers
  • John Foster: Bold Fundraising versus Diminishing Returns
  • Joe Tumolo: “Listen, Do You Smell Something?”
  • Wilke Nelson: The Case for Guerrilla Fundraising
  • Geoff Harrington: Planned Giving to the Rescue!
  • I ♥ PPP (formerly NCPG) 2011 National Conference
  • Stop the Presses: We’re Not Special

Spring/Summer 2011

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Debra Ashton: It’s All About Endowment (But Many Non Profits Still Don’t Get It)
  • He Makes Them Cry: Charles Evdos
  • Steve Perry: Show, Don’t Tell
  • Joe Tumolo: Make Quality Time for Donors
  • Michael J. Rosen: Not as Important as Men
  • Rob Silbaugh: Value Every Donor as a Friend…
  • Appreciated Stuff?
  • Tax Code Changes
  • And more…

Summer 2010

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Marketing Planned Gifts to Financial Advisors? I Don’t Think So.
  • Who’s Afraid of Real Estate?
  • Double Your Salary in the Next Five Years.
  • Negotiation 101: How Both Sides Win.
  • How to Market a Gift Annuity to Someone Who Doesn’t Want One.
  • Planned Giving Newsletters That Work.
  • Celebrating a Bequest With Respect and Care.
  • Starting a New Gift Planning Program? Begin With the Essentials.
  • Planned Giving: Simple Stuff or Just for Harvard Lawyers?
  • And more…

Spring 2010

Note: This issue is 9×12 and will therefore print at a reduced size. You may also have to adjust your print settings to 90%. Contact us for hard copies via US Mail.

  • Kathryn Miree: Critical Donor Messages in Turbulent Times
  • Parlez-vous Bequest? Viken Mikaelian
  • Kelly Rowell: Facebooking
  • Mary Hopkins: My Estate Went to the World’s Best Charity… and All I Got Was This Lapel Pin
  • The Top Ten Marketing Realities for Nonprofits… of All Shapes and Sizes
  • No-Hassle Gifts the No-Hassle Way. Gayle Union
  • It’s Not Your Prospect’s Job to Remember You. Viken Mikaelian
  • Making Time for Your Donors (with Joe Tumolo and Sam Caldwell)
  • Tony Martignetti on CRUTs.
  • Scott Janney on the Estate Tax Accident.
  • And more…

Summer 2009

Note: This issue is 9×12 and will therefore print at a reduced size. Contact us for hard copies via US Mail.

  • We discovered who made the first planned gift.
  • Is your Non-Profit the next Bernie Madoff?
  • Adventures in Fundraising.
  • Claire’s Q&A Cafe: a chit chat with a small, successful NPO.
  • We’re not sending out a year-end letter.
  • A small NPO’s best friend.
  • Trends of the times.
  • Diagnosis? Financial concussion. Prescription?
  • Not so smart.
  • Ed and me.
  • Is your board fired up?
  • Thinking of taking your NPO’s newsletter online? Think again.
  • Banks throw non profits to the curb.
  • No one Googles unitrusts first thing in the morning.

Winter 2009

  • All Annuitants Are Women and They Lie About Their Age!
  • Cigarette Smoking Will Not Kill You Today.
  • Fundraisers Boost Divorce Rates
  • Tainted Money
  • Age-Based Marketing: Rest in Peace.
  • Where’s Your Elevator Speech?
  • Nobody Ever Washes a Rental Car.
  • Treat Your Prospect Like Donors, and Donor Like Friends.
  • And more…

Contributors: Scott Janney, Bill Harrison, Viken Mikaelian, John Foster, Matt Hugg

Fall 2008

  • The End is Near. Again.
  • Why Most Planned Giving Marketing Fails.
  • Who Are Your Bequest Prospects?
  • 8 Top Features of a Planned Giving Website.
  • Wear Out Your Shoe Leather, Not Your Chair Cushion.
  • To Junk Mail, or Not to Junk Mail.
  • Ethics
  • And more…

 

Spring 2008

How Close is Too Close (Part II).

  •  Marketing 101 – Back to the Basics!
  •  Asking for Principal Gifts: 4 Approaches
  •  They’ve Done it Again
  •  Find Your Audience, Then Find Your Money.
  •  You Can’t Guess Response Rates
  •  And more…

Contributors: Dan Rice, June Stephens, Joseph Tumolo, Bill Harrison, Viken Mikaelian, John Foster

Winter 2008

  • Planned Giving is Not an Important Component of Fundraising.
  • You Had me at Bequest!
  • The One I Wished Had Gotten Away
  • Barriers to Donor Centric Planned Giving Marketing.
  • IRA Rollover: A Year Later.
  • But My Prospects Are Smarter Than Everyone Else!
  • And more…

Contributors: Brian Sagrestano, Deb Blackmore Abrams, Mindy Aleman, Vincent Fraumeni, Viken Mikaelian, John Foster

Fall 2007

  • Are You A Binge [Planned Giving] Marketer?
  • How Close is Too Close?
  • Convincing Your Boss and Your Board
  • Planned Giving Placed on the Back Burner. Again.
  • Why Planned Giving Newsletters Don’t Get Read.
  • What’s Wrong With Some Bourbon
  • And more…
Logo White

2103 Bayshore Boulevard
Unit 1501
Tampa, FL 33606

Products & Services

Subscriptions

Special Links

Contact