They’re the donors who give faithfully every year—then go silent when legacy giving comes up.
We know why. And we know exactly how to reach them.
Every week for 12 weeks, you’ll receive one powerful email with two perspectives that work in perfect harmony:
Dr. Duke Haddad, Director of Gift Planning, Salvation Army
Duke reveals what 30 years and 2,000+ legacy conversations have taught him about donor psychology. Why they freeze. What they’re really thinking. The exact moments they decide to say yes.
“Last year, a donor hung up on me when I mentioned bequests. Six months later, she left us $1.2 million. The difference? I learned when to stop talking.”
Viken Mikaelian, CEO, PlannedGiving.com
Viken shares the counter-intuitive tactics that have generated over $500 million in legacy commitments—without a single hard ask. Real scripts. Real strategies. Real results.
“Planned giving isn’t a pitch. It’s a planted seed. I’ll show you exactly how to plant it.”
Week 1: Why your most loyal donors go silent (and the 7 words that bring them back)
Week 2: How to help donors without wills—without becoming their attorney
Week 3: The emotional triggers that turn annual donors into legacy leaders
Week 4: What to do when your best prospects disappear
Week 5: Why simplicity beats sophistication every time
Week 6: How to create urgency without pressure
Week 7: Turn skeptical advisors into your biggest advocates
Week 8: The moment donors shift from “supporter” to “family”
Week 9: Recognition strategies for donors who hate the spotlight
Week 10: Navigate couple dynamics (when spouses disagree)
Week 11: How to become part of their personal story
Week 12: Why silence means “not yet”—not “no”
One email. Five minutes. Actionable insights you can use the same day.
No theory. No jargon. Just proven approaches from 5,000+ legacy conversations.
Understanding meets action. Psychology meets practice. Perfect balance.
Duke and Viken’s combined approaches have generated over $900M in legacy commitments.
Dr. Duke Haddad has mastered every facet of resource development over nearly 50 years, personally securing over $40M in legacy commitments as Director of Planned Giving for The Salvation Army’s Western Territory. Named Planned Giving Director at the University of Louisville at just 22, he’s raised millions for organizations nationwide. He’s the fundraiser other fundraisers call when they’re stuck.
Viken Mikaelian built PlannedGiving.com into the industry’s leading resource, helping 5,000+ nonprofits raise more money with less pressure. His approaches work whether your budget is $500K or $500M.
Together, they’re sharing everything they know—for free—because the world needs more sustainable nonprofits.
Quiet Influence is a labor of love from Duke Haddad and PlannedGiving.com. Unsubscribe anytime.
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