Planned Giving

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

RIDDLE: How do you measure the success (or failure) of your planned giving program?

Today I’m very proud to provide a guest post written by one of MarketSmart’s brilliant, yet curious, Account Managers—Lizzie Weiland. She’s got an interesting riddle to… Read More


The single worst way to evaluate your planned giving marketing program

Recently someone told me that their current planned giving marketing efforts were not working. “How do you know?” I asked. “Because there’s been a drop… Read More


Here's why when it comes to planned gifts, it isn't necessarily ALL about the relationship

I have two questions that I ask people when they say that planned gift fundraising “is all about the relationship.” I ask, “How many gifts… Read More


Can you tell your supporters that a CGA can deliver "GUARANTEED" income or not?

I attended a local monthly planned giving event a while back and learned a lot about how not to market charitable gift annuities. During the… Read More


It’s time for the nonprofit sector to stop whining about Donor Advised Funds

I’m getting really tired of hearing people complain about donor advised funds. For instance, it was reported by the Chronicle of Philanthropy that dollars put… Read More


Don’t count promises. Measure your pipeline and count legacy gift dollars instead.

The goal for legacy gift fundraising is to raise money right? In sports they say it doesn’t matter how many points you score, it’s whether… Read More


19 reasons why nonprofit donor surveys are awesome

Here are 19 reasons why nonprofit donor surveys are awesome: They help you learn about why your donors care about your mission, how their life… Read More


Two steps to make the best of donor-advised funds

1. Uncover who among your supporters has a donor advised fund. Just ask them the very simple question: Do you have a donor advised fund? 2…. Read More


NEWS FLASH: Most of your supporters don’t really want to be in your legacy society

But, oddly, that’s the first thing fundraisers offer legacy gift prospects and those who have disclosed their legacy gift intentions.  The next most popular offer… Read More


Your donors want to find meaning in their lives. But are you helping them?

Sick of my rants yet? I’ve droned on and on about the fact that your job is to make your donors feel good and to… Read More


Are you hunting mice or antelopes? [Guest post from T.J. McGovern]

The following is a guest post thanks to my friend T.J. McGovern, Owner/Principal at McGovern Consulting Group (McG). Here is a teaching story I usually share… Read More


What Fundraisers Can Learn From Restaurants and Waiters

People give billions of dollars each year to waiters for a lot of the same reasons they give to charities. 1. Social conformity (simply because it’s… Read More


5 questions to ask your planned giving marketing vendor

1. How many highly qualified planned giving leads did you generate for my nonprofit last year? 2. How many of those leads could also be… Read More


5 reasons why you should "connect" with me on LinkedIn

I’d like to connect with you on LinkedIn. Full disclosure: I pretty much like to connect with everyone in the fundraising/nonprofit sector on LinkedIn. By… Read More


You don’t own your donors

Here’s the deal folks. You don’t own your donors. Too many times I’ve heard chapters say that they don’t want to share planned giving leads… Read More


8 simple ideas to involve your donors and build deeper connections

L.M. Montgomery was a famous author in the early 1900’s. Her novels were internationally renowned.  She once said, “Tell me and I forget. Teach me and I… Read More


Start Putting These Fundraising Words Everywhere Right Now

The words are listed down at the bottom. But to understand why you should put them everywhere, read this: Every single one of your supporters… Read More


Does an "empathy gap" exist among your donors?

A lot of charities tout the fact that they take care of their own. Marines helping marines! Cancer patients helping cancer patients! And so on…. Read More


Opportunities vs. Problems: Which will your donors support?

I’ll cut to the chase. People want to take advantage of opportunities more than they want to solve problems. Here’s how it works in fundraising. “Problem” messages:… Read More


A list of some humongous bequests that should get your planned giving team psyched up for only 3 seconds!

I give you permission to read this list but only if you’ll count to three afterward. Let it sink in.  Then DELETE IT!  Forget about… Read More


Here’s one great legacy giving promotion

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… Read More


Should legacy gift notification forms die?

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… Read More


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

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… Read More


Want more planned gifts? Focus on why not how

There are a whole bunch of so-called “marketing companies” out there that say they help nonprofits get more planned gifts. I have a lot of… Read More


Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!