Planned Giving

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

7 major principles for major gift fundraising (including planned gifts)

Before we get into these 7 major principles for major gift fundraising (including planned gifts), let’s review some neat stats first. In the United States,… Read More


Could December be the month when you will LOSE the most donors?

I’m worried about fundraisers who get too excited about Giving Tuesday. Yesterday I received Giving Tuesday emails from a bunch of charities and I was… Read More


How NOT to design the perfect fundraising campaign

Today I would like to discuss how NOT to design the perfect fundraising campaign. According to The Telegraph newspaper in the United Kingdom, 2,000 people were… Read More


Why less is always more and how to get more from less

Less is always more. Subtraction always adds value. Ever wonder if your nonprofit is trying to do too many things and trying to be too many things… Read More


The Rule of 7 vs. 3-to-1 fundraising

Jerold Panas’ classic fundraising book Mega Gifts published in 1984 includes a story about a zoo’s board member named Mary G. Roebling. According to Jerold,… Read More


Air support

Military forces have been used for humanitarian purposes for decades all over the world. These days, in the aftermath of a disaster, we fully expect… Read More


Why a single tambourine is annoying and what you can do about it

Bang-jangle! Bang-jangle! Bang-jangle! That’s the sound of a lone tambourine. Sounds good if it’s accompanied with music and it follows a consistent cadence. But when it’s… Read More


Too much talk about donor retention?

There’s a lot of talk about donor retention these days. Don’t get me wrong. Retention is important, very important! But it’s really only one side… Read More


3 reasons to focus on major gifts (including major legacy gifts)

1. 3% of U.S. Households are responsible for 67% (2/3) of all household charity (This is according to the 2011 Bank of America Study of… Read More


Want to get a $1 million dollar donation? Here's how:

Did you know that there’s a report about $1 million dollar+ giving developed by Coutts in association with the Indiana University Lilly Family School of Philanthropy?… Read More


Proof that high-dollar donors are more loyal than low-dollar supporters

Recently I made some new friends at The Fundraising Effectiveness Project and they shared some awesome research findings with me.  You can see the first one… Read More


WE WON!… thanks to you!

I know… I am always telling my clients to stop bragging about themselves. It’s about the donors. They make you great. They give you the… Read More


24 amazing benchmark reports on fundraising all in one place

If you’re like me, you like to noodle data and scratch your head a lot. I’ve done so much head-scratching that my hair is almost… Read More


15 telephone call don'ts for major and legacy gift fundraisers

Two days ago I outlined my “do’s“. Today, here are my “don’t’s”. Both can be found here on this cheat-sheet. 15 Don’ts Be disingenuous. For… Read More


Should you create a separate Facebook page for major (and/or planned) gifts?

In most cases I don’t recommend doing so. Instead, I think you should piggyback on your organization’s existing social media. They’ve already got the “likes”…. Read More


4 reasons to focus on major gifts (including major legacy gifts)

1. 3% of U.S. Households are responsible for 67% (2/3) of all household charity (according to the 2011 Bank of America Study of High Net… Read More


Chasm between knowledge and ignorance in marketing and advertising

If you are spending your donors’ hard-earned cash on marketing (fundraising), you must watch this short video from one of my heroes – David Ogilvy… Read More


Your supporters want a polyamorous relationship with you and your organization

Polyamorous relationships are non-exclusive. Therefore, your supporters will cheat on you. They will cozy up to other organizations (your competitors). They will come and go when… Read More


People won’t give til’ it hurts?

Sometimes I feel like I should make a list of all the silly things I hear fundraisers say. Here’s one I heard recently that just… Read More


It’s all about the "warm glow"!

Alaska’s residents are allowed to share in the revenue the state enjoys from investments in mineral royalties. In order to get their dividend, they have… Read More


Do people prefer when others pay for a nonprofits’ administrative costs?

I know, I know… Dan Pallota thinks charities need a defense council to inform the public that administrative costs are a necessary part of a… Read More


The Secret: Why People Really Make Major Gifts and Bequests

So you want to know the real reason why people make major gifts and bequests? Ok. But first, I must share a quote. Confucius once… Read More


4 reasons why you should spend less time telling donor stories and more time getting your supporters to tell you their life stories

I bet you already know that each and every one of your supporters has a unique reason why they first got involved with your organization—… Read More


Everything you need is already in your database

In the late 1800’s, a motivational speaker gave a speech over 6,000 times.  His name was Russell Conwell and his traveling lecture was titled Acres… Read More


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