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.
Deep Dive: Fundraising Foundations
Part 1 of our Estate Gift Donor Cycle Deep Dives! Do you have the foundations for a successful Planned Giving program?
The Estate Gift Donor Cycle
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 Sabotaging Your Fundraising
Templates are killing your Planned Giving fundraising - here’s what to do instead.
How to Run a Successful Free Wills Campaign
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.
Should you hire an advisor or a fundraiser?
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 Will Change Gifts-in-Wills Forever
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.
How to Start DAF Fundraising
THIS is how you can tap into the billions of dollars held in DAF accounts.
My REAL thoughts on DAFs
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.
Are You Ready for Planned Giving?
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.
How to Convince Leadership to Invest in Planned Giving
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.
How to Get DAF Gifts
Misunderstanding the role of DAFs in your fundraising strategy is holding you back - but launching an effective DAF program is easier than you think!
Planned Giving is NOT About Death!
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.

