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.

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 […]

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 […]

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 […]

How Does Your Planned Giving Garden Grow?
It’s the end of August. You know what that means, time to lock the doors to make sure your gardener […]
Talking to Your Board About Planned Giving
Your board is an essential part of your organization; they represent you in the larger community. They care about the […]
What Development Officers Can Learn from Marvel
The Marvel franchise is everywhere, there’s no escaping it. Most obvious are the infinite installments in the feature film series. […]
How Ethical Wills Can Help Your Donors — and You!
Everyone wants to leave a legacy. A legacy is more — and sometimes completely different — than leaving a tidy inheritance. Legacies are built […]
Turning Pandemic Givers into Planned Givers
Many nonprofits experienced a flood of new donors during the pandemic. You are probably working hard to find ways to […]
Will Planned Giving Hurt My Other Campaigns?
It’s a common concern—won’t a planned giving campaign hurt my other fundraising efforts? After all, if someone puts us in their […]
Fold Planned Giving into Your Capital Campaign
On a memorable episode of the show Schitt’s Creek, two grown adults who have no idea how to cook are stumped […]