Current Category: estate plan
Identifying Legacy Prospects: The 12-12-12 Rule
Wouldn’t it be great to reach every single donor on file with a personal contact? The reality is that many […]
National Estate Planning Awareness Week
How will you be celebrating the big event? Everyone’s favorite holiday is next week! Well, okay, there probably won’t be […]
Prove Your Legacy Impact: What’s Your ROI?
If you are a planned giving professional, you are probably doing everything in your power to promote legacy giving. But […]
What’s Your Organization’s Legacy Gift Potential?
You know your organization needs a healthy legacy gift pipeline. It’s an important piece of the strategic plan. Maybe it’s […]
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 […]
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 […]
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 […]
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 […]
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 […]