Planned Giving

Where the Money Is? — and Why That Matters for Nonprofits
May 18, 2022 at 11:29 am

Back in the 1950s, when a reporter asked the notorious Willie Sutton why he robbed banks, he supposedly responded, “That’s where the money is.” Proponents of the business of philanthropy should heed this simple wisdom and cultivate relationships with the wealthiest prospects — those with the most capacity to give.

3 Reasons Why Nonprofits Are Overlooking Planned Giving Opportunities
March 23, 2022 at 12:56 pm

Planned giving is traditionally based on two data points: the donor’s age (55 and older) and capacity (more than $1 million). However, Giving DNA’s Dawn Galasso cited those as the “most terrible predictors of planned giving” from a data perspective.

Does Planned Giving Need a Lifesaver?
February 8, 2022 at 1:46 pm

Join us to learn more about how to strategically inform, engage, and influence donor relationships in an impactful, authentic manner.

How a Planned Giving Program Can Increase Fundraising Now
January 14, 2022 at 3:18 pm

Most nonprofit leaders are reluctant to start a planned giving program because they don’t see the immediate value. The thinking is, “Why should I create a program that won’t benefit the organization for another 10 to 15 years?” But, hold on. That actually isn’t true. 

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...