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In planned giving marketing we are told to spend a lot of time trying to get people to disclose the fact that they included the… Read More
I’m kicking myself because I didn’t think of this and I certainly can’t take credit for it. A brilliant researcher (Russell James III, J.D., Ph.D.,… Read More
So you probably won’t see much of the fruits of your labor. And, years from now, someone else will probably get the credit for your… Read More
Today Seth Godin writes, “Repetition increases the chance that you get heard.” And, he continues, “Delivering your message in different ways, over time, not only… Read More
Seth Godin is pretty smart. He really understands marketing. In his recent blog post he discusses why we should sometimes avoid “easy leads” and, rather,… Read More
For effective planned giving marketing, you really should be keeping track of your metrics. That’s because it’s not like traditional fundraising. You can’t send out… Read More
I’ve been thinking about all the different philosophies that people have when it comes to planned giving marketing. There are so many out there that… Read More
In a recent blog post I said that I thought I discovered something that would turn some heads and open up some eyes. But, I… Read More
Donors without children make the best planned giving prospects. Right? Well, I’m not so sure right now. Often my firm will conduct unscientific donor surveys… Read More
I found a really interesting little nugget of information buried in an old report. Back in 2007, The Journal of Gift Planning conducted a survey… Read More
Recently a client asked me to review and critique a fundraising letter. It was written by one of her committee members. Can you say, “awkward… Read More
I don’t think this is a stretch at all. Planned giving marketing is a lot like selling new cars. Car companies spend billions of dollars… Read More
The simplest comprehensive planned giving marketing strategy boils down to these 5 things: -Building awareness: branding, education, PR/news stories, etc. -Generating leads: acquisitions campaigns -Cultivating… Read More
Phyllis Freedman’s recent blog post pointed out that many nonprofit’s websites do not work on mobile devices. I knew she was right. But so what? … Read More
A 2009 report (I realize it’s a bit dated) in Financial Services Review, found that the number of charitable estate plans steadily increased among Americans… Read More
If you need help trying to decide what to put on your planned giving website, here’s our in-house content guide and checklist. We use this… Read More
In order to generate highly-qualified planned giving leads, you’ve got to offer something to your prospects. We recommend information that educates prospects about ways they… Read More
Recently someone told me that their organization doesn’t consider a planned giving lead to be a “real lead” unless someone is calling in or requesting… Read More
Very few people write as clearly, concisely and intelligently as Phyllis Freedman (aka- The Planned Giving Blogger). In her recent post, she outlines what Stelter… Read More
Most people think planned giving marketing is complicated. It isn’t. Here are some really simple suggestions for generating planned gifts. 1- Make your planned giving… Read More
Please trash, bash or help me add to this list: 1) The Planned Giving Blogger by Phyllis Freedman https://www.smart-giving.com/plannedgivingblogger/ 2) Planned Giving Breakthroughs by Lorri… Read More
What age group responds to planned giving email marketing the most? The following chart shows the age breakdown for the leads we generated and gifts… Read More
Here’s my list of top things missing from most planned giving websites: 1- Phone number – It’s amazing that people forget this but they do! … Read More
Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?
Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?
Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?
Then this book is for you.
Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.
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