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.

Don’t Let Your Donor Relationships Stagnate

Almost 100 years ago, the Colorado River broke through an irrigation canal being built in the California desert, creating a […]

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Getting to the Heart of the Matter

When the doctor tells the patient they have high cholesterol and it’s time to make some changes to keep their […]

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Your Attention NOT Required

Do you ever wish there were three of you? One who gets all the urgent tasks on track, one who […]

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Don’t Sleep on Your Message

This time of year can feel like everything has gone dormant, not just the trees and flowers. The big year-end […]

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7 Surprisingly Simple New Year’s Resolutions for Development Professionals 

How can you make 2022 the best year yet for your Development office? Here are seven ways to make that […]

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Five Ways to Become Your Donor’s New Year’s Resolution  

Getting an estate in order is an intimidating task for lots of us. It’s the kind of work that people think […]

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Creating Continuity within the Dynamics of Development

Development professionals have always moved around, but this year it’s happening like never before. Long-time fundraisers are retiring, and the […]

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The Magic of Data-Driven Surveys

Have you tried surveying your donors about planned giving? Have the results been magical or a horror show? Often surveys begin with good intentions and […]

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Is Planned Giving Integral to Your Strategic Plan?

Is strategic planning coming up for your nonprofit? This is a great way to integrate planned giving into your overall strategy. But […]

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Zero Is No Hero When It Comes to Response Rates

It’s your worst nightmare: You send out mailings to prospects about planned giving, and no one responds. A university recently experienced […]

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