Start planning a new route to your destination—a strong foundation of planned giving. Here, you’ll find ideas, inspiration, and tools to improve and enhance your legacy giving program.
Three Steps to Creating a Successful Planned Giving Budget
Do you know how to demonstrate your legacy gift potential? Can you explain the ROI on your planned giving budget? […]
5 Steps to Move Donors to “Yes”
In calls, marketing materials, emails, surveys and even in-person events and visits, one of the key techniques for getting your […]
What does legacy REALLY mean?
The concept of “legacy” is a key component of marketing and building any planned giving program. We often simply call […]
How to Make Your Donor the Hero of Their Own Story… and Yours Too!
You have the opportunity to turn your donors into the heroes they want to be! The hero’s journey is a […]
Three Questions You Can’t Miss on Your Donor Survey
We all know that donor surveys can be a vital tool in fundraising and planned giving. That said, figuring out […]
Want to know who has named your nonprofit in their will?
Do you want to know which donors have named your organization in their wills? We can help. When it comes to […]
Make Planned Giving Your Donors’ Resolution!
Lots of us make New Year’s resolutions, and once in a while we even follow through! When we complete one, […]
6 Takeaways from the 2022 CGP Conference
Last week hundreds of nonprofit professionals gathered in Reno for the annual CGP Conference presented by the National Association of […]
How to Build a Better Planned Giving Program
You’ve added a planned giving website, you’ve added an “I would like to know more about planned giving” checkbox to […]
Turning the Donor Pyramid Upside Down
The traditional donor pyramid puts the major donors at the top, while the wonderful widow down the street who sends […]