Insights
Do Planned Gifts Sabotage Major Gifts?
If you’re a fundraiser, you’ve probably faced the age-old question: does promoting planned gifts distract donors from giving major gifts? It’s a valid concern, but one that doesn’t need to cause hesitation. The reality is that planned giving and major giving can work...
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...
A LESSON FROM DAVE
For many of our donors, the start of a planned giving conversation can be as simple as thanking...
ABOVE AND BELOW THE LINE
In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a...
LEAVE YOUR TOOLBOX IN THE TRUCK UNTIL YOU KNOW WHAT “NEEDS A FIXIN”
Imagine you are looking to remodel your kitchen and you call several contractors to come out and...
IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP
While planned giving is all about people and relationships, there is also a numbers component to...
THE EXCUSES FOR NOT OFFERING PLANNED GIFTS TO YOUR DONORS ARE THE VERY REASONS YOU SHOULD
With all the pressure we are under to bring cash in the door, the thought of proactively focusing...
IT’S NOT ABOUT HAVING ALL THE ANSWERS… IT’S ABOUT ASKING THE RIGHT QUESTIONS
Many people avoid or are reactionary to planned giving conversations with their donors because...