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Top 3 Webinars of 2024: Level-Up Your Planned Giving Know-How, One Hour at a Time

Regret missing that webinar? No worries! Today we highlight the top 3 webinars from our 2024 series and provide you with easy access. Learn from industry experts John B. Kendrick, CAP®, MBA, MSJ; Lynn M. Gaumer, J.D., CAP®, Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®; Johnne Syverson and more!
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How to Nurture the Beauty of Small yet Special Moments With Your Donors

Did you see the eclipse on Monday? It was a short moment in time that felt meaningful to millions across North America. The experience will likely be one many remember for years to come. What about your nonprofit? Are you creating moments like these for your donors? Are you asking your donors about their special moments? Grabbing on to those small, special moments with donors can leave an enduring impact on your donor and your nonprofit. Continue reading How to Nurture the Beauty of Small yet Special Moments With Your Donors

6 Ways Planned Giving Scares Your Donors (And How You Can Ease Their Fears)

Whether you’re a fundraiser guiding your donors through a tricky situation, or a donor scared to look their future (and death) in the eye—let’s face it—planned giving can be a bit frightening. Here are six reasons donors often feel scared about committing to a planned gift and what you can do to ease their fears. Continue reading 6 Ways Planned Giving Scares Your Donors (And How You Can Ease Their Fears)

How to Secure a Budget for Planned Giving (Psst: It Pays for Itself)

Budget season brings all kinds of stress…not to mention an obsession with Excel formulas and Google presentations. But, with 2023 on the horizon, it pays—apologies for the pun—to think critically about budgets. It’s especially savvy to lay out a strategy for securing a budget for planned giving marketing. Continue reading How to Secure a Budget for Planned Giving (Psst: It Pays for Itself)

Why You Should ‘Get Bored’ With Your Fundraising

Here’s a simple way to think about fundraising from the fundraiser’s perspective: Get bored. My favorite example of this from a client was a $75,000 CGA gift from a donor who received messaging for three years before committing. They were the right person getting the right message and the donor decided when it was the right time. What does “boredom” sound like for planned giving fundraisers? Find out here: Continue reading Why You Should ‘Get Bored’ With Your Fundraising