Pay attention to your boomer donors. Promote planned gifts to them. You can’t assume estate gifts will come from your loyal lifetime donors. You need to ask for them.
Tag Archives: bequests
Have You Got Planned Giving Covered
My top tips for your Planned Giving fundraising program. How to start and what you need for success.
Guest On Charity Registration & Planned Giving Podcasts
I was a guest on two podcasts related to fundraising for your nonprofit. Links are below to The Fundraising Authority and Third Space Studio.
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“Understanding Charity Registration” on The Fundraising Authority
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“Launching a Planned Giving Program” on Third Space Studio
5-Minute Planned Giving Marketing: The 3-Minute Director’s Cut
Here’s an excerpt from Tony Martignetti Nonprofit Radio on Planned Giving marketing. These quick tips and strategies mean you can add Planned Giving to your fundraising program without a big time commitment.
For SO much more detail, listen to the full show.
You Can’t Let Planned Giving Qs Go Unanswered
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.