Starting a Planned Giving Program? Begin With Your Board

There’s a common saying in the business world that your best customer is the one you already have. For advocacy groups and other nonprofits, a similar sentiment rings true when it comes to Planned Giving. Your most loyal supporters, volunteers, and advocates may well...

Secure Your Church’s Future with Planned Giving

The roof leaked at the small church on Long Island. Not only that, but AC kept going on the fritz. If the congregation wasn’t dodging drops of water on rainy days, they were soaking in sweat during the hot summer sun. The parish had launched a fundraising campaign to...

10 Ways to Create an Effective Planned Giving Appeal

Most direct mail fundraising appeals follow a well-tested set of rules that are influenced by decades of data. Planned-giving appeals are different. While most fundraising letters aim to persuade readers to make an immediate gift, that isn’t true of planned-gift...

It’s Not the Time to Ignore Planned Giving Donors

Smart fundraisers understand the importance of timing. They know there are times when it’s appropriate to ask for support, and times when it’s important to just listen and offer help. For fundraisers who oversee Planned Giving programs, now is a time to listen. As we...