September 17, 2021
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...
September 9, 2021
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...
September 3, 2021
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...
August 25, 2021
“Assume nothing” is a common mantra among journalists. It also applies to Planned Giving. Assumptions – particularly about who constitutes a strong potential Planned Giving prospect – can stand in the way of real progress. I was reminded of this lesson when I was...
August 19, 2021
We’re excited to share this guest contribution by Murad Bushnaq, the founder and CEO of Morweb, who has some excellent advice to share on how to market your Planned Giving program on your website. By Murad Bushnaq Planned Giving is the result of a strong...
August 12, 2021
There are some instructive parallels between Planned Giving and your local gym. There are the New Year’s resolutioners who have a burst of activity for a few weeks, only to never be seen again. Then there’s the fits-and-starts crowd who show up for brief stretches...
