July 22, 2021
Timing can be key when it comes to Planned Giving marketing. This point was made a while back when I recommended outreach around some key life milestones such as weddings, anniversaries, and college graduations. While those milestones are largely focused on late...
May 4, 2021
We’re heading into the milestone months. May and June often bring some of life’s biggest events – weddings, graduations, reunions and other significant milestones that play best in the warmth and renewal that spring offers up. For those focused on Planned Giving,...
February 18, 2021
Missed opportunity. That’s what many nonprofits experience when it comes to Planned Giving. They likely have donors who — if informed, encouraged, and guided — would seriously consider a significant bequest. The average charitable bequest in the U.S. is...
July 29, 2020
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...
