Why we love planned giving

MarketSmart characters
MarketSmart lightbulb icon

Greg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. In 2012 Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers around the world zero in on the donors most ready to support their organizations and institutions with major and legacy gifts.

80 20 rule for planned giving

80 20 rule for planned giving

So you probably won’t see much of the fruits of your labor.  And, years from now, someone else will probably get the credit for your hard work and smart strategic planning.

But we’re not bummed-out, are we?  Even if the seeds you plant and have already planted might not benefit the organization you serve for 10 to 20 years (or more)… and even if you won’t get the credit for a good bit of your hard work… you and me… we love planned giving!

Here’s why:

  • We know that the 80 / 20 rule applies to planned giving.  In other words, we know that a small number of donors (“the 20”) will leave amazing gifts (“the 80”) if we educate them about the possibilities.
  • We know that these donors are average folks.  They aren’t rich elites.  We can relate to them.
  • We know that future generations will benefit because of our hard work and conscientiousness today.
  • We know that we are already in the midst of the greatest transfer of wealth.
  • We know that the conversations we have with prospective donors bring out amazing stories of passion and love.
  • We know that we can help make the world a better place.

My hat goes off to everyone in the planned giving community every day.

4 responses to “Why we love planned giving”

  1. Audrey Gibbs says:

    Great article. Inspiring, well written.

  2. Audrey Gibbs says:

    Great article. Inspiring, well written.

Leave a Reply

Your email address will not be published. Required fields are marked *

Get smarter!
Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!