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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… Read More
It drives me a bit batty every time I see an organization put the following words on the bottom of their emails or advertisements: “Like… Read More
In a recent blog post I said that I thought I discovered something that would turn some heads and open up some eyes. But, I… Read More
Donors without children make the best planned giving prospects. Right? Well, I’m not so sure right now. Often my firm will conduct unscientific donor surveys… Read More
I found a really interesting little nugget of information buried in an old report. Back in 2007, The Journal of Gift Planning conducted a survey… Read More
Recently a client asked me to review and critique a fundraising letter. It was written by one of her committee members. Can you say, “awkward… Read More
Don’t fight the power. If your web master simply won’t post a banner ad or a promotion for your planned giving pages on your main… Read More
I don’t think this is a stretch at all. Planned giving marketing is a lot like selling new cars. Car companies spend billions of dollars… Read More
The simplest comprehensive planned giving marketing strategy boils down to these 5 things: -Building awareness: branding, education, PR/news stories, etc. -Generating leads: acquisitions campaigns -Cultivating… Read More
Phyllis Freedman’s recent blog post pointed out that many nonprofit’s websites do not work on mobile devices. I knew she was right. But so what? … Read More
A 2009 report (I realize it’s a bit dated) in Financial Services Review, found that the number of charitable estate plans steadily increased among Americans… Read More
If you need help trying to decide what to put on your planned giving website, here’s our in-house content guide and checklist. We use this… Read More
In order to generate highly-qualified planned giving leads, you’ve got to offer something to your prospects. We recommend information that educates prospects about ways they… Read More
Recently someone told me that their organization doesn’t consider a planned giving lead to be a “real lead” unless someone is calling in or requesting… Read More
Between 2000 and 2050 $12 trillion is expected to go to charity in the form of bequests. That’s $12 TRILLION! Or, 12,000 X ONE BILLION…. Read More
Face it… you are not her friend. You don’t want to be her friend. And she doesn’t want you to be her friend. Yes, you… Read More
Very few people write as clearly, concisely and intelligently as Phyllis Freedman (aka- The Planned Giving Blogger). In her recent post, she outlines what Stelter… Read More
Most people think planned giving marketing is complicated. It isn’t. Here are some really simple suggestions for generating planned gifts. 1- Make your planned giving… Read More
One of the best things you can do to generate more revenue is very simple— smile! I know it sounds hokey but think about this:… Read More
Please trash, bash or help me add to this list: 1) The Planned Giving Blogger by Phyllis Freedman https://www.smart-giving.com/plannedgivingblogger/ 2) Planned Giving Breakthroughs by Lorri… Read More
According to research by the University of Massachusetts, charities and higher education have a higher adoption rate for blogs than any other category. And that… Read More
I think it’s safe to say that the argument is over— seniors and all other planned giving prospects are on the Internet. Here are some… Read More
Do you use big words when you talk about your marketing campaigns? Do people have mystified looks on their faces when you discuss things like… Read More
In his recent post on The Social Graf, Erik Sass punches social media in the face a bit. There are some interesting thoughts here although… Read More
Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?
Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?
Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?
Then this book is for you.
Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.
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