results

Planned Giving

Helping you qualify, cultivate and prioritize major donors and legacy supporters so you can have fun closing more gifts more efficiently.

5 thoughts that might lead your supporters to feel donor remorse

Here are some of the thoughts crossing your donors’ minds while you’re asking them to support your cause: Will they say thank you or just… Read More


10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects

1. Find ways to release dopamine and/or oxytocin in your supporters’ brains. Oxytocin creates intimacy, trust, and builds healthy relationships. It is essential for creating strong… Read More


Ever wonder about the history of philanthropy and fundraising? Here it is!

This is so cool! You’re going to love it!   Thanks to the good people at the National Philanthropic Trust, now you can take a… Read More


Are You Too Busy to Succeed?

As Henry David Thoreau pointed out:  “It is not enough to be busy, so are the ants!  The question is, what are we busy about?”… Read More


Top 3 reasons why major gift or legacy gift officers don’t have enough face-to-face meetings with donors

I hear a lot of people complaining about gift officers not meeting with enough donors. Usually, these complaints come from people who don’t really do… Read More


What to do when a supporter notifies you that they left your organization in their estate plan but won’t take your calls.

I know, it’s frustrating. You want to thank them but they won’t respond to your outreach. First things first. There are a bunch of reasons why… Read More


What Are You Doing to Change?

“If you always do what you always did, you’ll always get what you always got.”   I don’t know who came up with that quote. I… Read More


How Your Restaurant Waiter Can Teach You About Fundraising

The theory of reciprocity is powerful.  And nowhere is it displayed more dramatically than in restaurants every day. Think about it.  Your waiter is basically… Read More


16 Simple Things Your Best Donors Want

Here’s my list of essential major donor needs that you must aim to fulfill:   1. Your best donors want you to do the important work… Read More


Here’s What Supporters “Buy” When They Donate to Charity

I think buying and donating are the same.  Here’s why.  When I give money to a charity, I am buying: A chance to be moved by… Read More


The Definitive Menu of Engagement Fundraising Marketing Channels

We know that it’s not always easy to determine where you should be focusing your efforts (and your dollars). So we developed this nifty little… Read More


Are you ready for the 24/7 donor?

Accenture – the world’s largest consulting firm – says that we’re in the era of the “nonstop consumer”. According to their website, “A customer’s path… Read More


Are you avoiding your donors?

Too often I’ve seen some ‘fundraisers’ do whatever they can to avoid actually talking to donors. “I can’t call ’em yet. I’m waiting for the… Read More


Is your job really to raise money?

Og Mandino, author of The Greatest Salesman in the World wrote: “The only certain means of success is to render more and better service than… Read More


Why you need to think of yourself as a facilitator

Supporters give to satisfy a need. Supporters give because they trust your organization to satisfy that need. Supporters give because they see you, your colleagues,… Read More


My Simplest Explanation of How Engagement Fundraising Works

Engagement fundraising (a phrase I coined many years ago) is powerful. I’ve been talking about this for about 10 years (ever since I revamped my marketing… Read More


The 8 core components of engagement fundraising and why you desperately need them

Most fundraising is based on what I call “single shot” strategies. For instance, it’s an event, gala or golf outing. Or, perhaps it’s a mailing,… Read More


Engagement Fundraising in 7 simple bullet-points

Focus- Focus your marketing (especially your expensive marketing like face-to-face meetings) on people who have a lot of money Generate leads- Generate highly-qualified leads among… Read More


Why you should use nostalgia to promote more giving

I recently stumbled upon a neat paper titled Nostalgia: The Gift That Keeps Giving. Here’s a summary: Overview 1. Nostalgia is a very personal, social emotion that… Read More


Why you should worry less about reducing overhead and more about delivering value.

Fundraisers and donors are in a pickle. They have been unfairly subjected to a broken system for decades. It isn’t their fault, but it is… Read More


Is your annual fund tail wagging your major gift dog?

I always find it stupefying when a major gifts team tells me they need to get permission from the direct marketing team or higher up to… Read More


3 big reasons why nobody talks about the single most important fundraising tactic on earth.

Let’s jump right in….  The single most important fundraising tactic on earth is appointment setting. There! I said it! Don’t believe me? The late Jerold Panas… Read More


How are you doing compared to your peers?

Claire Axelrad, J.D., CFRE (an expert on fundraising, social media, and nonprofits) pulled together these nuggets from my Fundraising Report Card app. For that, I owe her… Read More


15 Reasons Why Colleges and Universities Better Start Raising Money Much FASTER!!!

According to Glassdoor, the following 15 companies no longer require college degrees. I think they are starting to recognize that they can hire smart people… Read More


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