Current Category: estate gift

The Three P’s of Legacy Gift Conversations

Are you asking your donors about their legacy gift plans?   Donors who are simply asked to leave a legacy gift […]

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Top 6 Reasons Your Donors Aren’t Using Your Planned Giving Website

So you’ve developed or purchased an expensive planned giving website full of bells and whistles. Is anyone using it? Are […]

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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 […]

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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 […]

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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 […]

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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 […]

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Three Questions You Can’t Miss on Your Donor Survey

We all know that a donor survey can be a vital tool in fundraising and planned giving. That said, figuring […]

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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, […]

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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 […]

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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 […]

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