Current Category: giving advisors
Essential Nonprofit Resources for Planned Giving Professionals
Are you new to the planned giving world? Or have you been so sidetracked by daily urgency that you’ve lost […]
Hidden Major Donors: Getting a “Yes” Means First Asking All the Right Questions
It’s easy to communicate with your major donors—you just pull out the top givers in your database, then call or […]
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 […]
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 […]