Planning for 2023
New year, new view on planned giving fundraising
Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants.
The new year is a great time to pause, reflect, and reset. Most of us think about new activities and new ways to approach our lives. There’s an entire industry built around how many of us set resolutions for the new year. I mean, most gyms’ financials are built on a flood of new members at the start of every year.
We all know the majority of “resolutions” don’t work – especially if you pick them like I have, a knee jerk reaction to reviewing the previous year and instinctively knowing I could have done better.
As we ring in 2023, I want to plant the seed of a revolution in your mind and not a resolution. For the good of our donors and our organizations, I challenge you to take 60 seconds every day to think about our work as planned giving professionals and look at it through our donor’s eyes.
Ask yourself these questions:
Do my daily activities focus on my donors and what they want?
Is my marketing relatable for those aged 75+?
Is my messaging structured for those that I want to reach?
- Do I write with emotion?
- Is my writing in a slightly older style of grammar?
- Am I using larger fonts and more white space?
- Do I help donors see that “people like them, make gifts like this?”
70 ½ vs. 73? We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for gifting from an IRA. Which is the correct age? What are the rules around each age? When it comes to marketing this great gifting strategy, the problem is both...
Are you 85? I didn't think so ...We've talked about the mindset of our most senior donors in the past. And we'll most likely talk about it forever. Why? None of us know what it's like to be 85 - unless we're 85.We've all been 16 before. Most of us have even recovered...
Generational Marketing - TraditionalistsTraditionalists include those aged 77+ and will be a key group when it comes to your planned giving outreach.Learning how to communicate with this portion of the population is important for your success. Discovering the nuances...
IRS Discount Rate With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of this we’re all becoming reacquainted with the IRS...