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!

DAFs are increasingly popular - and they will change gifts-in-wills fundraising forever. Today, I’ll discuss what these changes will look like, and how you should adjust your gifts-in-Will fundraising.

THIS is how you can tap into the billions of dollars held in DAF accounts.

Everywhere you look there’s a conversation about DAFs. Are they a helpful tool for donors, or is it a wealth-hoarding tactic keeping funds away from causes who need it most? I share all my thoughts here.

Do you hear about the importance of Planned Giving everywhere, but wonder if it’s right for your organization?

Let’s dive into the 2 fundraising foundations you need in place before you start a Planned Giving program.

Is leadership blocking your Planned Giving program?

I feel you – it’s a common frustration I hear. But with patience, and the right talking points, you can get their buy-in.

Let’s dive into the 4 concerns preventing your leadership team from investing in Planned Giving - and how to overcome them.

Misunderstanding the role of DAFs in your fundraising strategy is holding you back - but launching an effective DAF program is easier than you think!

If there’s one thing I want to shout from the rooftop it’s “Planned Giving is NOT about death!!” Yet I’m not the only one saying it. Let’s dive into WHY you keep having that uncomfortable feeling when talking about Planned Gifts, and what to do about it.

Does the thought of talking about Planned Giving make you sweat? You’re not alone. Here are 3 easy ways to bring up Planned Giving with your donors, and get bequest commitments!

Read this before you launch your Planned Giving survey!

Multichannel Planned Giving is no longer optional if you want to run a successful program. Learn how to set it up in 5 easy steps!

Multichannel Planned Giving is new - and there are a few myths out there that could be getting in the way of your success.

Learn everything you need to know about complex gifts in 15-minutes so you can get out there and build relationships!

A Planned Giving Case for Support is essential for inspiring your donors to give transformational gifts - and to start your multichannel Planned Giving fundraising. Learn about the 4 key components to write your case today!

Let me tell you a story of a fundraiser who lost multiple opportunities to gain large estate gifts.

Her efforts were deemed a success – but she doesn’t know she’s leaving many 5 and 6-figure gifts on the table.