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Online Will Planners

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Legacy Giving in a Box

The Box serves any size nonprofit with a small shop on a tight budget that prefers a “do-it-yourself” approach.

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Get the insider’s guide to what planned gifts can do! You’ll better understand the upsides and downsides of different gifting options.

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Giving Tomorrow Magazine

Exclusive interviews, tips, research, case studies and stories from the best and brightest nonprofit leaders and influencers. Giving Tomorrow is the first and only magazine devoted to marketing planned and blended gifts, so you can grow your endowment — and your career.

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Compares planned gifts side-by-side.

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Social Media Facebook Posts

75 Social Media Facebook Posts

Get donors thinking about planned giving and remind them that your organization is ready and able to accept planned gifts.

Who Asks Who? Trends in Data Sourcing

Planned Giving Marketing,  Relationships

From a fundraiser’s point of view, or course, a perfect world would include all prospects coming directly to the fundraiser or her organization for advice on giving. But numbers indicate fewer potential donors are seeking advice from NPOs and their personnel. They are turning instead to legal and financial professionals.

October 22, 2010 / 0 Comments
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“Entry-Level Organizations”: Wave of the Past?

Planned Giving Marketing

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.

September 23, 2010 / 0 Comments
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Experience Proves: You Never Know

Planned Giving 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.”

September 16, 2010 / 0 Comments
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`Worse Than No Blog At All? Bad Blogs Prove “Something for Nothing” Never Happens

Planned Giving Marketing

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 […]

September 14, 2010 / 0 Comments
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Planned Giving: Simple Stuff or Just for Harvard Lawyers?

Planned Giving 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.

September 2, 2010 / 0 Comments
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