September 15, 2022
Let’s face it, just about everybody likes to be recognized for doing good things. And making a planned gift, well that’s a very good thing. It shows genuine commitment to making a real and lasting difference for your nonprofit and those you serve. One of the best ways...
August 25, 2022
National Make-a-Will Month can serve as a strong motivator for fundraisers to focus on what they believe will be the fastest path to Planned Giving success. Often that path leads them to spend a lot of time trying to cultivate relationships with “allied professionals”...
August 11, 2022
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...
June 16, 2022
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...
April 21, 2022
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...
