Nonprofits don’t need to have a big budget to have a successful Planned Giving program. While many consultants might lead you to believe that you have to invest heavily in outside services to be successful, the truth is that small- and mid-size nonprofits can...
Hospitals can hold a special place in people’s hearts. This is especially true for those who have received extraordinary care during a major health scare – or have witnessed life-sustaining care delivered to a loved one or friend. In these instances, we often build...
There’s a common saying in the business world that your best customer is the one you already have. For advocacy groups and other nonprofits, a similar sentiment rings true when it comes to Planned Giving. Your most loyal supporters, volunteers, and advocates may well...
The roof leaked at the small church on Long Island. Not only that, but AC kept going on the fritz. If the congregation wasn’t dodging drops of water on rainy days, they were soaking in sweat during the hot summer sun. The parish had launched a fundraising campaign to...
“Planned Giving saved our ass.” That was the blunt and welcome feedback I got from the chief fundraiser at a small New York college in the aftermath of the 2009 Great Recession. During that devastating financial crisis, many colleges saw annual giving fall through the...
