Current Category: wills

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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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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