Here are 10 of our go-to blogs and podcasts that churn the gears, give a boost or help gain clarity. Hope they work the same magic for you. Continue reading 10 Blogs & Podcasts That Will Inspire Your Fundraising
5 Gifts That Will Have the Greatest Appeal in 2021 & Why
Wondering where asset-based philanthropy is headed in 2021? We’d all surely love a clear, concrete path. While that probably won’t happen (sorry, everyone), we can look ahead to what types of gifts will be most appealing to donors this year, so we can better prepare our messaging and communicate more effectively. Here they are, the 5 gifts that will have the greatest appeal to donors in 2021 and why. Continue reading 5 Gifts That Will Have the Greatest Appeal in 2021 & Why
How to Thrive: 15 Habits of Successful Planned Giving Pros
In this first month of the year, successful habits are top of mind for many of us. Here are 15 habits—in life, in work and in planned giving—of successful planned giving pros. Continue reading How to Thrive: 15 Habits of Successful Planned Giving Pros
How to Convert Donors When the Going Gets Tough
Looking for ways to continue donor conversion during these challenging times? Here are 7 tips to help your nonprofit convert donors when the going gets tough. Continue reading How to Convert Donors When the Going Gets Tough
Why I Care About Estate Planning (and Why You Should, Too)
During National Estate Planning Awareness Week—in the midst of a year like no other—it’s important to remember the people behind the plans (or lack thereof). Donors are on a journey, and when we do our job well, we meet them where they are and help equip them for the road ahead. Thanks for the important work you do—for families, philanthropy and our shared future. Continue reading Why I Care About Estate Planning (and Why You Should, Too)
How to Make the Most Out of Estate Planning Awareness Week
Before the pandemic, it was estimated that more than two-thirds of Americans (68%) did not have a will. In September of this year, interest in creating a will was the highest it has ever been according to Google Trends. Find out how your nonprofit can make the most out of National Estate Planning Awareness Week this year with pointers from our pro, Sr. Gift Planning Consultant, Lynn Gaumer, J.D. Continue reading How to Make the Most Out of Estate Planning Awareness Week
Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.
No matter what’s happening in the world, we humans are wired to seek connection, continuation and control in our lives. So when clients or colleagues ask if it’s appropriate or “right” to continue talking about planned giving in light of the continued pandemic and societal unease, I say yes. Continue the conversations, but be completely in tune with what donors are saying, and not saying, with more sensitivity and empathy and less leaning toward gift acquisition. During your next planned giving conversation, remember these five wise estate planning approaches that are easy to implement, yet softly advance the gifting process. Continue reading Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.
Prospects Lost? Give Them a Road Map to the Gift
Going from point A (introductions) to point B (gift finalization) is not an aimless pursuit; follow the most direct route that gets all of you to the final mutual and rewarding destination. Here are 5 ways to stay on course. Continue reading Prospects Lost? Give Them a Road Map to the Gift
With a Pandemic Raging and Rates Dropping, Nobody Expected This Jaw-Dropping Windfall
Find out how our friends at Loma Linda University turned lemons into lemonade. Learn more about their recent mailing that ultimately led to $7.9 million in planned giving conversations. Continue reading With a Pandemic Raging and Rates Dropping, Nobody Expected This Jaw-Dropping Windfall