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”...
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...
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...
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...
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...
