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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


Want to get a $1 million dollar donation? Here's how:

Did you know that there’s a report about $1 million dollar+ giving developed by Coutts in association with the Indiana University Lilly Family School of Philanthropy?… 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


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


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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


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


What Should the Title of your Legacy Giving Booklet Be?

A few months ago, William Rivas-Rivas (Director of Philanthropic Gifts at Animal Legal Defense Fund) posed the following question/challenge to the members of the Major… Read More


Why You Must Recognize the Consideration Continuum

You must recognize that most of your supporters will never stop considering whether to give to you. Recently, as we working together on a client project,… Read More


Dr. Russell James

Partner Program

WE’LL BE YOUR PARTNER, NOT YOUR COMPETITOR Unlike many other fundraising/marketing firms, we have no in-house consultants. So, we won’t try to steal your clients!… Read More


Recorded Webinar – Inside The Mind Of The Planned Giving Donor

Inside the Mind of the Planned Giving Donor

Don’t miss Dr. Russell James, J.D., Ph.D., CFP® presenting his latest research on brain neuroimaging and its impact on planned giving marketing. Although many fundraisers think that legacy giving is just like any other form of fundraising, these new studies using fMRI (functional magnetic resonance imaging) show just how differently the brain reacts to legacy decisions.


Wills That Won’t

Dive into the Wills that Won’t eBook and discover Dr. Russell James’ findings from his revolutionary research on the evolution of American charitable estate planning and the key factors that are driving the trends. After analyzing data from a 20-year federally funded, in-person, nationally representative study, Dr. James discovered the factors influencing the propensity to add and drop charity bequests, as well as developed strategies to ensure charities retain the largest amounts of bequests.


How to Use Facebook to Promote Planned Giving

Amy Goldman (Vice President, Planned Giving – City of Hope) is the fearless leader of one of the most talented and hardest working planned giving teams… Read More


5 Big Reasons For My Gratitude This Thanksgiving

If you had ever received a “Thank You” note from me, you’d remember that the inside says, “Gratitude is the Best Attitude” because I am… Read More


Are You Just a Good Vampire?

Last weekend I was at a party and someone asked me what I did for a living. After briefly explaining our focus on major and… Read More


3 Actions You Can Take if Your Nonprofit Website Looks Like a Brochure and Acts Like a File Cabinet

Most nonprofit websites really stink!    There, I said it.   Why? Because they are simply online brochures or, worse, filing cabinets of stuff you… Read More


Why Your Donors Say "No" and What to Do About It

Jedi and their apprentices are shown practicing throughout the Star Wars series. And that’s no surprise because everyone knows that practice makes perfect. Deep down,… Read More


Greg Got Schooled by Greg

It’s time for me to fall on my sword. Yesterday I wrote a post titled, “Is CEO in your legacy society?” My good friend Greg Lassonde… Read More


How to Answer the Question, "How Much of This Will Go to Overhead?"

Peter Drury of Splash.org tells us how to answer this challenging question.   He says to tell ’em, “Overhead is like cholesterol.  There’s good overhead… Read More


Planned Giving Fundraisers MUST Stop Living On The Tip Of The Iceberg

In Fraser Green’s book titled Iceberg Philanthropy he points out how planned giving fundraisers get tricked into thinking that what they see (the tip of the… Read More


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