Why Planned Giving Microsites are a Bad Idea
A common Planned Giving marketing practice is deterring your donors from leaving gifts-in-Wills - here’s why and what to do instead.
Planned Giving & CCF
Is Planned Giving possible within a Community Centric Fundraising program?
How to know you’re making the right Planned Giving investments
You spent thousands on your planned giving program… now what?
Let’s make sure you’re not wasting your Planned Giving budget!
What Portfolio Does Planned Giving Belong In?
Does Legacy Giving belong in the Major Giving Portfolio? This is essential to understand if you want to get Planned Giving done.
The Easy Fix for More $50k Estate Gifts
Some of the largest household-name charities haven’t figured this out - and that presents a huge opportunity for you to get more $50,000 estate gifts!
What’s the ROI of Planned Giving?
Not sure if Planned Giving is worth the investment? The ROI might be higher than you think! Let’s dive into some real-world examples.
The Mindset that Shrinks Nonprofits
This mindset shrinks nonprofits. It feels like you’re doing the responsible thing, but it’s really the opposite.
Why Planned Giving Conversations are So Hard
Invested thousands of dollars in training but still not finding Planned Giving conversations are getting any easier? This might be why - and what you can do about it.
There’s no one-size-fits-all Planned Giving
If you’re not sure where to start in Planned Giving, don’t blindly copy another charity - read this first!
Planned Giving Fails Without Leadership Trust
How can donors trust us if leadership doesn’t?
If you want a donor to leave a gift in their Will, they need to trust you. Building that trust is an important part of legacy giving marketing. But we don’t talk enough about the trust needed from leadership to make Planned Giving work. Let’s dive in.
The Case Against Intention Forms
Why this common Planned Giving practice can damage donor relationships.
The Best Legacy Marketing I’ve Seen
We NEED to talk about this legacy giving video from Greenpeace - and the 5 lessons for you to apply to your own fundraising.
You Don’t Need Endless 1:1 Meetings to Do Planned Giving Well
If Planned Giving seems impossible with your small team - think again.
The Ultimate Guide to Planned Giving Services
Do you feel like you need Planned Giving support, but have no idea what’s out there, or what would work best for your nonprofit? I got you! Ultimately, there’s 6 types of options out there - I’ll lay out what they are, who they are a good fit for, and how much they cost.
Fundraising Lessons From a Frugal Couple
“The Art of Frugal Hedonism” has an interesting fundraising lesson.
How to Raise More Money with Fewer Donors
Is the trend of fewer donors giving to charity keeping you up at night? Me too - but there's something you can do about it!
Deep Dive: Planned Giving Stewardship
A charity almost lost $5 million due to gaps in their Planned Giving stewardship! Find out what happened, and how it was fixed. Part 4 of our 4-part Estate Giving Donor Cycle Deep Dives.
Deep Dive: Planned Giving Acquisition
THIS is the engine behind a growing Planned Giving portfolio! Part 3 of our 4-part Estate Giving Donor Cycle Deep Dives.
Deep Dive: Planned Giving Cultivation
This is the most neglected part of the Estate Donor Cycle - but skipping it could cost you millions in future revenue! Part 2 of our 4-part Estate Giving Donor Cycle Deep Dives.

