Talking About Wills Is Not Talking About Death

With August being National Make A Will Month, I want to return to a common refrain of mine: When it comes to talking to your Planned Giving prospects, you don’t need to fear “the death conversation.” Of course, it’s true that creating a will is tied to the inevitable...

My 3 Lessons Learned Over 25 Years of Planned Giving

1997. The first Harry Potter Book rolled off the presses. Woolworth’s closed its last five-and-dime store. And Steve Jobs became CEO of Apple computers – for the second time. For me, 1997 was the year I discovered my calling — Planned Giving. I was called to work in...

Set Achievable Goals to Build Momentum for Your Planned Giving Program

Consistent Planned Giving success is a long-term proposition. That makes short-term goal setting so important. To be clear, I’m not referring to dollar-figure targets. Those are for mature Planned Giving programs. I’m talking about incremental goals to get your new...

Amid Crisis, Stay the Course With Planned Giving

The pressure is real for many nonprofits to ramp up short-term fundraising efforts. Record inflation is spiking demand for organizations focused on addressing basic human needs such as hunger, affordable housing, and access to healthcare. Meanwhile, we’re in the midst...

Reason #1 To Join Planned Giving Accelerator

Over the past week, I shared with you the top benefits of joining Planned Giving Accelerator. I emphasized the strong peer support among Accelerator members and how I provide step-by-step instruction to demystify Planned Giving and help you launch a successful and...