The backbone of a successful planned giving program!

This is how you raise $5 Million on “easy mode”.

Need to set up planned giving in your database? Here’s you guide to all the essentials you need - regardless of what CRM you use.

Let’s stop setting fundraisers up for failure.

If I could only focus on one thing to get more $50,000 gift in Wills, this would be it.

Yay! You got the pledge - but does that mean you'll keep it? Let's talk about how to go beyond the hand-raiser to get $50,000 estate gift cheques.

This one strategy will make or break your DAF relationships.

A common Planned Giving marketing practice is deterring your donors from leaving gifts-in-Wills - here’s why and what to do instead.

Is Planned Giving possible within a Community Centric Fundraising program?

You spent thousands on your planned giving program… now what?

Let’s make sure you’re not wasting your Planned Giving budget!

Does Legacy Giving belong in the Major Giving Portfolio? This is essential to understand if you want to get Planned Giving done.

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!

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.