Planned Giving

Love Your Donor for Life
August 23, 2021 at 8:45 am

We have a number of major donors in our database that, because of their age or illness have stopped giving, but over their lifetime have made significant gifts to our organization. I feel like we can’t just forget about these people, but what should I do?...

Using Direct Response to Drive Planned Giving
August 11, 2021 at 12:07 pm

With more than a third of your annual donations still likely to come, it’s time to buckle down and get intentional about every aspect of your fundraising goals — planned giving included. Here are a few areas of focus you should be considering through the remainder of 2021...

Encourage Donors to Give More Through Layering
June 3, 2021 at 4:10 pm

If you can build trust, plus expand a personal relationship with a donor while also having the knowledge of their gift capacity and areas of interest, a possible layering can occur. In my context of layering, it is securing a major gift or pledge in one area while asking them for a second gift or pledge in another or same area...

Should Your Nonprofit Legacy Program Be on Hold?
April 15, 2020 at 12:41 pm

You may feel talking about mortality right now is a big "no-no." You’d be wrong. I understand the impulse to avoid this subject. Especially now. Because it may feel insensitive. A bit like ambulance chasing. Yet that’s not what legacy philanthropy is about.