Current Category: planned giving program

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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Turning the Donor Pyramid Upside Down

The traditional donor pyramid puts the major donors at the top, while the wonderful widow down the street who sends […]

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Keeping Health and Human Services Healthy

You are important! The last few years have shown that nonprofits in the health and human services sector have been […]

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There’s a Fortune in the Follow Up

What’s your next step? Perhaps you just had a fundraising event, where you had a number of great conversations with […]

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