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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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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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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