Take the scare out of planned giving. Here’s how to discuss 5 common donor hesitations and make planned giving a treat to complete. Continue reading Planned Giving Doesn’t Have to Be Scary
4 Key Takeaways from CGP 2019–In a Nutshell: Planned Giving Is Alive and Well!
Another amazing national conference has come and gone, but the connections and learnings will impact gift planners and their work long after the last person left New Orleans. Continue reading 4 Key Takeaways from CGP 2019–In a Nutshell: Planned Giving Is Alive and Well!
[INFOGRAPHIC] Ask Them for Their Memories, Not Their Money
Allow the donor to share their connection with you before you link your nonprofit’s mission to them. By enjoying storytime first, you can make a more educated, meaningful ask. Discover ten ways to open a conversation by listening. Continue reading [INFOGRAPHIC] Ask Them for Their Memories, Not Their Money
The 1 Mistake (You Can Avoid) That Can Kill a Planned Gift Prospect
Recently, I read a Q&A with Glenn Kelman, CEO of Redfin, in Delta’s Sky magazine. (Work travels.) Something he said stuck with me. Continue reading The 1 Mistake (You Can Avoid) That Can Kill a Planned Gift Prospect
Estate Planning Awareness: Help Your Donors Plan Their Legacy
It is estimated that over half of Americans (56 percent) do not have an up-to-date estate plan. In order to raise awareness about the importance of estate planning, Congress declared the third week of October as National Estate Planning Awareness Week. Continue reading Estate Planning Awareness: Help Your Donors Plan Their Legacy
What Are You Doing to Connect with Your Self-Directed Donor?
How long have you been in planned giving? Think back, say 15-20 years, and you may remember taking a more traditional path to cultivating prospects’ and donor’s planned gifts. Continue reading What Are You Doing to Connect with Your Self-Directed Donor?
Dangle the Carrot: 3 Ways to Encourage the Next Step
Last week I was working with a marketing director at a national publishing firm who inspired me. She shared a term I hadn’t used before: Dangle the carrot. She was asking how we move prospects to take the next action. What was the carrot that motivates a step? Continue reading Dangle the Carrot: 3 Ways to Encourage the Next Step
Get Personal: Make Your PG Marketing More Creative—and Impactful
No ifs, whens or buts about it. Personalization is the now—not the future—of planned giving marketing. Continue reading Get Personal: Make Your PG Marketing More Creative—and Impactful
Read These: The Best Quotes to Prepare You for International Day of Charity
September 5 is International Day of Charity, designated by the United Nations General Assembly as a day to shine a light on charity-related activities worldwide. On this day, individuals, nonprofits and volunteer organizations raise awareness, organize special events and build support for charitable works. Continue reading Read These: The Best Quotes to Prepare You for International Day of Charity
5 Things Successful Planned Giving Campaigns Have in Common
The focus of this blog is not only to confirm ‘best practices’ as it relates to planned giving inclusion in campaigns, but also expand your thinking around how campaigns can enhance your planned giving outreach.Continue reading 5 Things Successful Planned Giving Campaigns Have in Common
3 Marketing Lessons I Learned at the Iowa State Fair
The state of Iowa just finished 11 days of eating fried food on a stick and I’m celebrating (while walking off the calories) by noting the clever marketing techniques utilized by one of the most resourceful brands around. Continue reading 3 Marketing Lessons I Learned at the Iowa State Fair
[FREE IMAGES] Celebrate National Nonprofit Day With Us
This Saturday, August 17, is National Nonprofit Day—a day set aside to recognize the positive impact nonprofits like yours have on communities and the world. Continue reading [FREE IMAGES] Celebrate National Nonprofit Day With Us
How To Get Your Board on Board With Fundraising
Talking with board members about fundraising can be a tricky proposition. Come in heavy-handed and they might run for the exit; don’t give enough of a push and they could lose accountability.
But board participation in fundraising is more than an extra “nice” that they can do. It’s imperative.
Continue reading How To Get Your Board on Board With Fundraising
How Do You Know You’re Good at Planned Giving?
Think you’re good at what you do? Some days perhaps even great? While other days…leave you questioning.
Then you know that no two days are alike in planned giving. The highs, the lows, the in-between’s and the not knowing. You’ve been through them all, sometimes within minutes.Continue reading How Do You Know You’re Good at Planned Giving?
Are Your Marketing and Development Teams on the Same Page?
Some shops talk, and some don’t. Here are 5 sure-fire ways to improve your internal communication and optimize your planned giving marketing. Continue reading Are Your Marketing and Development Teams on the Same Page?