That canned “planned giving newsletter” you’re paying for is viewed by your recipients as a “death brochure” and is going right into the trash. Spend your money wisely. (By Tom Ahern)
Recently I read online somewhere the following: [A nonprofit] is seeking a planned giving advisor. This is a junior position for a fundraiser with 3 or so years of experience who wishes to move into planned giving. Focus is on bequests, CGAs, and marketing.
I was lying on the beach with my wife a few years back when a client buzzed through my cellphone, declaring in a sorrowful voice, “I’m going to have to apologize to all of them. In fact, I am writing the apology letter now.”
You’ll find it up there at the top of the list of disillusioning truths: “There ain’t no free lunch.” It’s true in fundraising, of course; but it can be obscured by the endless parade of miraculous “next big things” that tend to put our common sense out of focus. For example, the seemingly limitless marketing […]
How do you view planned giving? Is it simple, or complicated? One of the biggest misunderstandings I see in the non-profit world is the mistaken belief that planned giving is complex and mysterious.