by Michelle Martin | May 11, 2020 | blog
The Job of Planned Giving Marketing Donor goes to the mailbox, right? They’re not looking to get educated about the latest and greatest of the Cares Act. They are not go to their mailbox to find out exactly how a charitable remainder unitrust works. They’re not...
by Michelle Martin | Apr 24, 2020 | blog
What Makes Marketing a Planned Gift Effective? Our lives have changed a lot in the last few months, but we’ve had the chance to evaluate what’s working and what’s not. Professionally, you’ve learned new methods for connecting with planned...
by Michelle Martin | Jan 31, 2020 | blog
How to be a fly on the wall (and identify planned giving donors!) Wouldn’t it be great if your planned giving prospects called you every time they found your marketing interesting? Of course it would … but, unfortunately, we both know they don’t...
by Michelle Martin | Jan 28, 2020 | blog
Is It Time to STOP Repeating Your Planned Giving Donor Stories? We love interviewing our clients’ donors to get their planned giving donor stories. We hear some pretty remarkable things—things supporters are reluctant to share with a fundraiser. Their candor makes for...
by Michelle Martin | Dec 13, 2019 | blog
Let Your Hero Do the Talking A few years ago, we interviewed a supporter of the Marine Corp Heritage Foundation. He had made a planned gift to the Foundation and was appealing to other Marines to “get their affairs in order” by updating their will or trust. Then he...
by Michelle Martin | Dec 13, 2019 | blog
The Easiest Way to Explain Planned Gifts Powerful donor stories are extraordinarily valuable because they make planned gifts so EASY to understand! Unfortunately, most donor testimonials aren’t powerful … in fact, they read like obituaries. That’s...
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