Planned Giving

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

Stop complaining because your success is up to you

All of us have been there. Sometimes we find ourselves stuck in situations that just plain suck! Think yours is worse than someone else’s? Think… Read More


Finally, you can learn what words work to raise money!

Last year I worked with Dr. Russell James to present his findings on what words work to raise money (Check out the ground-breaking webinar titled… Read More


Do you have a 'commendation mindset'?

Mark Twain once said, “I can live for two months on a good compliment.” I recently saw that quote and it got me thinking that… Read More


Are you measuring the right performance metrics?

Einstein once said: “Not everything that counts can be counted and not everything that can be counted counts.”We all know that measuring performance is essential… Read More


Top 10 reasons major and planned gift officers fail to generate results

# 10. Too much rapport building (not enough alignment of organizational needs with donor passions and interests) # 9. Talking too much; listening too little… Read More


6 big recommendations from Abila's donor loyalty study about content

“Content is money!” That’s what Abila says. Here are 6 big recommendations from Abila’s donor loyalty study: 1. Spend time on content and your content strategy:… Read More


12 Fundraising Questions Major and Planned Gift Officers Should Be Asking

Everyone says the number one reason why people give is because they were asked.   I think this axiom might need a bit of a… Read More


16 Content Ideas Your Major and Planned Gift Donors Will Love

Infographics Short, “self-contained” emails (with no hyperlinks) that include very brief updates Short letters or online articles (2-3 paragraphs) Highly relevant and targeted medium length… Read More


Are you a show up and throw up fundraiser?

I’m sure you’ve run into a bunch of “show up and throw up sales people” in your lifetime. “Show up and throw up selling” is often… Read More


What makes a great Gift Officer great? 5 traits

Great Gift Officers have common traits. Here they are: Genuine curiosity. They ask donors questions and they truly care about the answers. They don’t sound… Read More


Can changing your words help you raise more money?

Here are some of the most powerful words used frequently in advertising: finally suddenly now FREE SALE NEW announcing introducing improved amazing sensational remarkable fantastic… Read More


How fast do you respond to your major and planned gift donors' needs?

The private sector knows all about responding to leads. They know that: The odds of calling to contact a lead decrease by over 10 times… Read More


Stop shaming your supporters!

So I’m out having lunch with one of my fellow CEO buddies. I do that a lot. It’s very lonely being a CEO so I… Read More


Dr. Russell James' Greatest Hits: Free fundraising webinars and eBooks

Want more interesting research from Dr. James? Here you go: News from the Ivory Tower: Webinar   Words that Work: Webinar Words that Work: eBook… Read More


Proof that planned gifts increase annual giving revenue

We really need to thank our lucky stars for Dr. Russell James!   He painstakingly reviewed 20+ years worth of data from a federally funded,… Read More


Why the difference between “we” and “they” is so tremendous?

First, a really quick story. I was flying home from a speaking engagement last week when I found myself sitting next to a very sweet,… Read More


4 essential questions to ask yourself about your planned or major gift direct mail program

1. Are you really doing direct mail well? I like to say, “Be donor-centric. Be personalized. Be relevant. Or be gone!” If you’re sending tons… Read More


Serious major gift marketing is not for populists. Planned gift marketing is.

I like populism because it gives regular people control over their government.  But populism has no place in major gift marketing. To generate more major gifts,… Read More


How to determine whether or not you should fire your planned gift marketing vendor

If you’re concerned that you might be getting marketing advice from a firm that’s behind the times, ask yourself the following questions:  Do they use the… Read More


What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts

I’m not sure the old-fashioned estate planning seminars really work to generate legacy gifts. Here’s why: They’re expensive (since time is the same as money)…. Read More


Reinvent your legacy society to become a stewardship society instead

I’ve always been a bit baffled by Legacy Societies. Here’s why: Oddly, many nonprofits try very hard to get people to “join.” Yet, the benefits of joining kinda’… Read More


The easiest way to grow your Legacy Society (5 super-simple steps)

Everyone wants planned gifts. But so few invest the time and money necessary to inspire them. Events, annual fund mailings, operation meetings, and tons of other… Read More


Most planned gift prospects don’t ever want to meet you

That’s right. Most planned gift prospects actually don’t ever want to meet you. They’ll even go so far as to tell you that they will… Read More


7 key questions for qualifying your major gift and planned gift prospects

The funny thing about fundraising is that just about every nonprofit has plenty of data, plenty of prospects, and some even have wealth screened data—… Read More


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