Planned Giving

Straight talk about major, mid-level and legacy gift fundraising to help you be a better fundraiser

Is your nonprofit organization really that special?

No. Sorry. It isn’t. For example, if you search for environmental organizations on Wikipedia, you’ll find the following list: Why should anyone make a major gift… Read More


Even fundraisers can "get schooled" by a 4th-grade teacher

These days you can’t be average. Average efforts deliver average results. If you want to raise more major gifts and generate planned gifts: Be exceptional… Read More


Here’s a job description for a major gift or legacy gift lead outreach associate

Last summer I wrote a very thorough post titled: How To Structure and Staff Your Planned Giving Department for the 21st Century. Ever since I’ve… Read More


3 reasons why you need to stop worrying about the darn tax law!!!

Tons of writers in major media have been fretting about the new tax law. “Tax bill could turn philanthropy into a pursuit only for the… Read More


Donor Psychology: Do you know what really makes your supporters feel good?

Funny thing about fundraising is that it all boils down to this: Making sure that your supporters feel good! I know, I know. In the… Read More


4 big reasons why you should not ask for money when you survey your supporters

Over the summer I was admonished by an “expert” in the field. I’m used to it by now. I’ve been helping nonprofits (instead of private sector… Read More


How big is the average major gift?

“What’s your average?” I found myself asking that question in meetings with clients all the time. What surprised me was that most didn’t know the… Read More


Introducing the First Ever Major Gifts Fundraising Benchmark Study

Today, I’m thrilled to introduce the 2017 Major Gifts Fundraising Benchmark Study. The research was led by Melissa S. Brown and supported by the Association of Philanthropic… Read More


Can Penelope Burk predict the future?

Do you know Penelope Burk? I first found out about Penelope Burk when I was running a marketing agency that solely helped private sector companies (not… Read More


Do you include lists of other donors in your marketing?

Safety in numbers. Not all that long ago, humans lived in tribes and clans for safety. So, today, it’s no surprise that people still maintain… Read More


7 simple ways to engender fondness among your supporters for yourself and your nonprofit’s cause

People are more likely to be persuaded by people we like. So, no matter how worthy your cause is, if your supporters don’t like you,… Read More


Why Oprah Winfrey gives money to build schools in Africa (the 8 components of impactful giving)

You might have known that Oprah was a philanthropist; but did you know why? Most people think they know Oprah Winfrey, one of the richest self-made… Read More


REVEALED: Jerry Panas' secrets of attracting wealthy supporters

In January, Inside Philanthropy interviewed legendary fundraiser Jerold Panas to discover his secrets of attracting wealthy supporters. Here’s his list: It isn’t about your organization… Read More


Finally revealed, a profile of the ideal major gift officer

Thanks to the Education Advisory Board, we now know what the ideal major gift officer looks like. Their Advancement Forum sought to understand what makes… Read More


The more things change, the more they stay the same

I was wondering who might have created the first survey ever.  My search led me to Charles the Great, the “Father of Europe.” Apparently, in… Read More


Almost four years ago I declared: "The Fundraising Pyramid Is DEAD!"

Recently I was reminded of a blog post I wrote four years ago that got a lot of attention. Some of the reactions were not so kind…. Read More


Do major gift and planned gift staff need "sales managers"?

Huh? Sales managers? But we don’t sell anything! Actually, you do! You’re selling value. Any exchange of money occurs because a person sees value in… Read More


Claire's 9 ways to get the major donor visit

Getting a donor to see you might actually be the hardest part of your job.  In fact, some fundraisers feel that, once they get the… Read More


6 major donor expectations you simply cannot ignore

1. Dialogue. Major donors expect to be able to have a dialogue with an organization and its staff. 2. Permission. Major donors expect to maintain… Read More


Fundraising metrics: you have to see them to believe them

I always hated when my staff sent me an Excel file showing our astounding growth. You might be thinking, “Why would you hate getting an… Read More


Should your donors be given a chance to "tip" your organization?

Are you confused by that headline? Here’s what I mean: I think it would be interesting for us to test allowing donors the opportunity to decide… Read More


Your 3-step plan to get 100X more revenue

Most money is not cash. According to the Wall Street Journal, people put their wealth in lots of places, but not in liquid assets. The chart… Read More


If asking for donations makes you uncomfortable, read this now!

Recently I was asked the following: “The whole idea of the ‘ask’ is very uncomfortable to me. How can I become more comfortable with it?”… Read More


Are you a technician or a facilitator?

The flow chart below makes me very uncomfortable. Here’s why: Science and experience have led me to realize that a donor’s objective is usually, first and foremost,… Read More


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