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  • 5 best practices for delivering progress reports to your major gift and legacy supporters

    By Greg Warner on December 9, 2016
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    Tony Robbins the author of Money: Master the Game discussed ‘How Progress Equals Happiness‘ earlier this year on Oprah’s digital webshow – #OWNSHOW. So true! Your supporters want to see what you’ve done with their money. If you share that information with them they’ll give you more gifts. Tweet this! Here are my 5 best practices for delivering fundraising progress...

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  • Here’s one great legacy giving promotion

    By Greg Warner on December 7, 2016
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    I love this legacy giving promotion. It’s actually a placeholder for your beer! You can find this along with its case study and many other great legacy gift marketing case studies here on SOFII’s website.                                                ...

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  • Imagine this.

    By Greg Warner on December 5, 2016
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    Imagine this. Since you’re reading this I’m betting you are someone who cares deeply about helping supporters with capacity (wealthy people) realize their philanthropic dreams. You want to be there to facilitate their giving experience. You want to help them support your mission so they feel good. Imagine a world where you do more of that in less time without...

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  • Should legacy gift notification forms die?

    By Greg Warner on December 2, 2016
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    I once heard a story about a legacy gift that was about to be “closed” until the organization’s CFO fumbled the ball in the end zone. Here’s how it goes:   The fundraiser did a great job. She’d been meeting with this particular supporter for years. She knew all about her goals and desires. Indeed they had a very real and...

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  • It was bound to happen sooner or later, here’s why and what to do…

    By Greg Warner on November 30, 2016
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    If you have not yet heard the news Fidelity Charitable now sits at the top of the Philanthropy 400 list that ranks nonprofits according to the amount of money they raise from private sources. It was bound to happen sooner or later. I know some folks have their gripes with donoradvised funds. I’ll save that stuff for another blog post. The...

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  • 7 Solid Reasons Why You Should Kill Your Printed Planned Giving Newsletter

    By Greg Warner on November 28, 2016
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    I know I know… you love your printed planned giving newsletter. After all it’s an easy marketing option (especially if you buy them from a vendor who has been creating them for you for decades). And as they say once an object is in motion it stays in motion. But when I ask people “Why do you do it?” they can’t seem...

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  • 5 ideas you should share with supporters to close more year-end major gifts

    By Greg Warner on November 21, 2016
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    Whenever I see articles about yearend major gifts they always seem to say the same things such as “Don’t forget to look at your list and — most of all — ask!” I figure you already know that stuff. So here’s my list of 5 practical ideas to help you close more big gifts at the end of this...

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  • The number one reason why people give is not what you think

    By Greg Warner on November 18, 2016
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    You may have heard that the reason why people give is because they were asked. For many years this saying has motivated fundraisers to get out there and “make the ask.” And to a certain extent they are right. Calls to action are essential for marketing effectiveness. After all if you don’t ask you won’t get. But this is NOT REALLY the reason...

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  • Want more planned gifts? Focus on why not how

    By Greg Warner on November 16, 2016
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    There are a whole bunch of socalled “marketing companies” out there that say they help nonprofits get more planned gifts. I have a lot of issues with these firms. Here’s why: 1 Too often they seem to be more interested in selling cookiecutter websites spam emails and printed newsletters than achieving real results. Here’s the problem with this is: Planned...

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  • Introducing the “FOUR SELFs” of Engagement Fundraising

    By Greg Warner on November 14, 2016
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    When I first came up with the term engagement fundraising it was because I was a pissedoff donor! I wanted the charities I cared about most to treat me better. I wanted them to be more respectful of me. I wanted them to send me messages that were relevant and interesting to me. I wanted to receive those messages...

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