Early last year, Cheryl McCormick, CEO of Athens Area Humane Society, decided to invest to join my first class of Planned Giving Accelerator. Cheryl had previously taken a course in Planned Giving, but ended up paying A LOT to get very little real-world advice. I’m...
The approach of Halloween offers a timely opportunity to address a scary topic for many nonprofits thinking about Planned Giving. Death. The pervasive myth that Planned Giving requires “the death conversation” prevents a lot of fundraisers from having meaningful...
When I talk to fundraising pros, I ask how comfortable they are with Planned Giving. Too often, the answer I get is – not very. But it doesn’t take long to boost those comfort levels considerably. All I need to do is systematically blow up the series of insidious...
A simple thank you can go a long way. If you want to experience consistent Planned Giving success, then it’s essential that you incorporate showing gratitude into all of your fundraising efforts. Whether a donor gives $5 or $50,000 they deserve an acknowledgement and...
We’ve just come to the end of National Make-A-Will Month. And while designating a month to encourage will-making helps build awareness and hopefully encourage action, the reality is people don’t create or update wills according to a set calendar. That means that you...
