Power of Planned Giving
Looking for advice on Planned Giving?
Here are some resources to help you get started, refine your strategy, or get better results.
Nonprofits Are Leaving 90% of What’s Available Through Planned Giving on the Table
Russell James, the researcher at Texas Tech University, estimates nonprofits are losing out on as much as 90 percent of what’s available to them through planned gifts simply because they’re not promoting planned gifts.
January
Webinar: 5-Minute Marketing for Planned Giving
You don't need a big budget to successfully market a Planned Giving program. You just need a smart strategy -- and the discipline to be consistent. Join me for a free, 45-minute webinar that will help you build a successful Planned Giving marketing strategy. This...
Planned Giving Myth: It Will Hurt Your Other Fundraising
Many fundraisers shy away from Planned Giving because they worry that it will hurt their other fundraising efforts.
But what if I told you that a Planned Giving program will help you raise more money through annual giving?
Planned Giving Myth: Planned Giving Is Complicated
Many fundraisers assume that successful Planned Giving programs have to offer donors a number of different options, such as charitable lead trusts and charitable remainder trusts. This is not true. In fact, you can have a very respectable PG program by focusing only...
Planned Giving: A Win-Win for Your Organization and Your Career
Gaining expertise in Planned Giving will broaden your career and put you ahead of your peers.
Planned Giving Myth: Planned Giving Requires Expensive Experts
Many organizations believe that Planned Giving requires a lot of technical expertise. In turn, they think they need to have experts on staff or hire expensive outside help to get started. But that’s so not true! You don’t need a lawyer on your staff or on retainer....
Webinar: Start Your Planned Giving in 2021
Get Planned Giving off your to-do list! Too many small- and mid-size nonprofits are intimidated by Planned Giving. You don’t need a lawyer, a lot of time, or a big budget to get results. Make 2021 the year you take action and start your Planned Giving program. Join me...
Planned Giving Myth: Planned Giving Is Only for Wealthy Donors
There is no lifetime cost for a planned gift. So people who have accumulated wealth but who cannot give it to you while they are living can give it to you when they create their estates.
Planned Giving Myth: You Need to Invest Heavily to be Successful
You don’t need to spend a lot of money to create and market a Planned Giving program. But you do need discipline.
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