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 it’s hard to know who really knows their stuff. There’s no consensus. And, I can honestly say that there’s no “one-size-fits-all” strategy. Each organization has to determine what works for them.
But one think I know is true for sure. You simply can’t beat doing things right. So that’s what lead me to create this little graphic that compares the tortoise and the hare in planned giving marketing.
Which one are you?
When we conduct our Vital Signs Assessment, looking for indicators of fundraising success or struggle…
For the most part, everyone agrees that metrics are good. Accountability is good – even…
"Where do we find donors?" I'm asked that question quite a bit. To begin, let's…
FUNDRAISE SMARTER, NOT HARDER: How to Leverage Automation for Optimal Results May 8, 2024, at…
Prospect research, RFM, wealth screeners, and other hands-off/arm’s-length methods of donor discovery can only work…
If something about fundraising makes you uncomfortable, it isn't because there's something wrong with you…