There’s a lot that small- and mid-size nonprofits can do to start Planned Giving and have a very respectable program going forward. To kick off your campaign, promote and market bequests, then you might include the IRA rollover and life insurance.
Here are three playlists from over 100 interviews that I’ve shot at conferences like Nonprofit Technology Conference (NTC), National Conference on Philanthropic Planning (NCPP) & Fundraising Day. The playlists are Planned Giving, Social Media, & Donor Relations.
This is the podcast I produce for The Chronicle of Philanthropy. It’s a monthly, 10-minute burst of savvy fundraising tips from expert guests. This first round-up includes strategies on donor cultivation; tricks for #GivingTuesday; Planned Giving; and corporate foundation giving.
- Putting Yourself In Your Donors’ Shoes with Caryn Stein from Network4Good
- Creative Ideas for Giving Tuesday with Asha Curran at 92nd Street Y
- Simple Ways to Boost Planned Giving featuring Claire Meyerhoff with The Planned Giving Agency
- 3 Rules to Getting Gifts From Big Corporations with Tim Hanlon from Wells Fargo Foundation
Your Planned Giving mail is going to older donors and prospects. You need to keep them in mind when you plan your reply pieces. Here’s an easy strategy to make your reply devices user friendly.
You need to answer potential donor questions about Planned Giving. My client Baruch College earned a bequest by will because they did. Other nonprofits ignored a prospect and weren’t as fortunate.