Topic
Planned giving
Beneficiary Designation Gifts: The Easiest Planned Gift to Ask For
Beneficiary designation gifts let donors leave an IRA, insurance policy, or bank account to your nonprofit with one form. Here's how to ask, and what to say.
QCD Gifts at Year-End: How to Ask Donors 70½ and Older Before December 31
Most nonprofits mention QCDs in one line and hope. Here's who to ask, when to ask, and how to keep IRA gifts from getting lost before the December 31 deadline.
[Donor Retention] Episode 18: Legacy Giving and Long-Term Retention: Encouraging Donors to Consider Planned Giving Options
Want to build a lasting legacy for your nonprofit? In this episode, we dive into the power of legacy giving —one of the most impactful ways to secure long-term support for your organization.
Episode 59: How Does My Nonprofit Get Started with Legacy Giving?
A 78-year-old woman walks into your office and says she wants to put your organization in her will. Your heart races—then panic sets in because you have absolutely no idea what to tell her.
Why Some Donors Are Reluctant to Discuss Planned Giving
Planned giving is a powerful way for donors to leave a lasting legacy with the causes they care about. It allows individuals to make significant contributions through their estate plans, ensuring that their impact continues well into the future.
5 Core Reasons Why Donors Are Hesitant to Share Planned Giving Plans—and How to Address Them
Discover the five core reasons why donors hesitate to share their planned giving intentions and learn actionable strategies to overcome these obstacles, ensuring your organization's long-term financial stability and empowering donors to leave a lasting philanthropic legacy.
The Often Overlooked Traits of Highly Successful Planned Giving Fundraisers
Discover the often overlooked traits that set highly successful planned giving fundraisers apart, and learn how cultivating these qualities can help you secure transformational gifts and create lasting impact for your organization.
Episode 45: How Do I Elevate Planned Giving Conversations?
In this episode of Nonprofit Answers, I jump into the art of planned giving conversations and how to make them more impactful and successful.
Memorial Donation Thank-You Letters and Wording
What to write when you're thanking a memorial donor, thanking people who gave in a loved one's name, or making a memorial gift yourself. Short examples you can copy, plus full letters.
Secret Techniques to Elevate Your Planned Giving Conversations Instantly
Discover five secret techniques that will instantly elevate your planned giving conversations, helping you build stronger connections with donors and inspire them to leave a lasting legacy through their generosity.
Emerging Trends in Planned Giving: What Every Fundraiser Should Know
Discover the eight game-changing trends revolutionizing planned giving and learn how to harness their power to secure your nonprofit's future and create a lasting impact.
8 Common Misconceptions About Planned Giving
Discover how debunking eight common misconceptions about planned giving can help nonprofit fundraisers unlock the full potential of this powerful tool and secure their organization's long-term financial success.
Top 10 Tips for Engaging Potential Planned Giving Donors Effectively
Learn ten impactful strategies for nonprofits to effectively engage potential donors, emphasizing the importance of regular communication, family involvement, and persistent engagement even in later years to encourage planned giving.
How to Write an Email Promoting Planned Giving (with Examples!)
Email marketing is an important tool for nonprofits to engage with their supporters and encourage donations. In this post, we will provide practical tips and examples for crafting an effective email promoting planned giving, helping your organization to leave a lasting legacy.
Planned Giving Officer Interview Questions and Answers
Hiring a Planned Giving Representative is essential to the success of any nonprofit organization, as they play a key role in cultivating relationships with donors and securing major gifts. To help you find the best candidate for the job, we have compiled a list of 20 interview questions, along with sample answers, that will give you a better understanding of their skills and expertise in the field.
10 Questions to Ask Donors to Determine Interest in Planned Giving
Planned giving is a type of philanthropy that allows donors to make larger gifts to nonprofit organizations than they might be able to give outright. Discover 10 questions you can ask donors about their interest in planned giving.
5 Ways to Identify a Planned Giving Prospect for Your Nonprofit
Planned gifts may be the best return on investment your fundraising program will see.