Planned Giving

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

Your planned giving offers need to change

It can’t only be about death and taxes. Stop offering your supporters calculators they can’t understand. Stop offering them a so-called opportunity to be in… Read More


The Real Story of MarketSmart…

You may already know that MarketSmart helps nonprofits engage with their supporters in a way that keeps them highly involved and committed— so they give more. … 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


Why the best marketers know very little about the technical aspects of planned giving

There’s an acronym — K.I.S.S. — that seems like it might have been developed just for marketers: K – Keep I – It S –… 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


8 posts that will help you develop a solid planned gift marketing strategy

Here’s a sort of “Greatest Hits” list. Each post containing outstanding tips that will help you develop a solid planned gift marketing strategy. Read these… 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


5 potentially big problems related to telemarketing for planned gifts

Here are the potential downsides to telemarketing for planned gifts: 1 – The cost could be high; 2 – The calls are usually interruptive, inconvenient and… Read More


The best 2-step plan for legacy gift marketing

1. Generate leads using social norms, family reminders and non-death-related packages Social norms = “Many of our supporters have done this too!” Family reminders =… 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


The 3 types of planned giving prospects

1. Disclosers – For these folks (breaking into two basic categories) you need to remember that, unless their gift is irrevocable, they are still prospects. “YES, LET’S… 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


Should your planned giving website include a calculator page?

Sometimes our new clients get all jazzed about having a calculator on their planned giving website. I guess they feel it’s important to provide a… 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


Are we sometimes asking donors the wrong questions?

In Abila’s new donor engagement report, the first question they asked donors was, “What matters most to you?” Problem is… the answers they allowed were not… Read More


Stop swapping your donor lists with other nonprofits

One thing (among so many others) that I never understood about nonprofits is why they sell or swap lists with other nonprofits. It’s usually done with… Read More


Die! Die! Die! Die! Die! Die!

I just saw a video for a nonprofit’s planned giving department that made me sick. Truly nauseated.  In it, the fake actor/speaker said the word… 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


3 powerful planned giving quotes from famous and not-so-famous people

“Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree.” – Martin Luther [German friar, priest… Read More


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