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.

This mindset shrinks nonprofits. It feels like you’re doing the responsible thing, but it’s really the opposite.

It comes down to these 3 questions.

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.

If you’re not sure where to start in Planned Giving, don’t blindly copy another charity - read this first!

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.

Why this common Planned Giving practice can damage donor relationships.

We NEED to talk about this legacy giving video from Greenpeace - and the 5 lessons for you to apply to your own fundraising.

If Planned Giving seems impossible with your small team - think again.

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.

“The Art of Frugal Hedonism” has an interesting fundraising lesson.

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!

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.

THIS is the engine behind a growing Planned Giving portfolio! Part 3 of our 4-part Estate Giving Donor Cycle Deep Dives.

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.

Part 1 of our Estate Gift Donor Cycle Deep Dives! Do you have the foundations for a successful Planned Giving program?

Traditional donor cycles are failing Planned Giving programs - so I made a new one! This is the key to unlocking a successful Planned Giving program - get the full break down in this article.

Templates are killing your Planned Giving fundraising - here’s what to do instead.

A free Wills campaign can be an effective acquisition strategy - when done well. Learn how I ran one of the most successful campaigns in Canada inside.

Gift planning advisors and Planned Giving fundraisers are different. Mixing them up could cost your charity future gifts.

Let’s learn the difference, and explore who will help your charity at different stages of Planned Giving growth!