Insights
How to Conduct Effective Planned Giving Surveys
In the world of fundraising, a well-executed planned giving survey can be a game-changer. It provides valuable insights into your donor base, helping you tailor your strategies and maximize engagement. Yet, many nonprofits overlook this powerful tool. Let's explore...
Smile & Dial
PG Smiling and Dialing Joe Tumolo, CAP® How many times a day are you picking up the phone to call...
Unpacking Fractional Fundraising: Maximizing Impact in Nonprofits
The fundraising landscape for non-profit organizations is perpetually evolving, and one of the...
Charitable Lead Trust: The Unicorn of Planned Giving
When it comes to planned giving, there's a plethora of options available for donors who wish to...
COUNTING VS ACCOUNTING
Many people ask me how to count planned gifts. The first...
PG GOAL SETTING AND TRACKING
Few organizations have goals around planned giving. We don’t want to bet on our donors dying, so I...
MAKE PLANNED GIVING A TEAM SPORT
Often, planned giving programs are started by one person, usually someone with planned giving...
WALK THE WALK
If you are going to start or grow a planned giving program with intention, the first thing I...
STEWARD AND CULTIVATE
Your donor’s first planned gift intention does not have to be the last. You would never think...
LOOK FOR CLUES AND TRIGGERS
The best time for an individual to consider gift planning to create a future gift often comes as a...