Building awareness for planned giving is easier and less expensive than ever

iMarketSmart

Promoting planned giving doesn’t have to be expensive. If you have traffic on your website, you have a chance to promote planned giving for pennies per click. Related Posts: >>Why you don’t need to update your planned giving web pages as much as you might think. >>The

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I’m Planning Your Summer of CALM

Kivi's Nonprofit Communications Blog

A customized plan to improve your CALM Score. A private kick-off call with me to go over your plan and another call later in the summer to keep you on track. The post I’m Planning Your Summer of CALM appeared first on Kivi's Nonprofit Communications Blog.

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The single worst way to evaluate your planned giving program

iMarketSmart

Recently someone told me that their current planned giving marketing efforts were not working. “Because there’s been a drop in our planned giving revenue over the past couple of years,” she replied. Start planting your seeds for planned gifts today.

How to Create Your Professional Development Plan

Kivi's Nonprofit Communications Blog

Forge Your Path to Success with a Professional Development Plan. Join us this Thursday for our next BUDGET-FRIENDLY webinar: For Nonprofit Communications Staff Only: How to Create Your Professional Development Plan. How to Create Your Plan.

Proof that planned gifts increase annual giving revenue

iMarketSmart

What he found was the following: The average annual gift among those studied increased by 75% ($3,171) after making a planned gift. Recommendations. >> 7 Simple Lessons to Remember from Dr. Russell James About Planned Gift Marketing. >> Words That Work: Phrases that Encourage Planned Giving.

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Want more planned gifts? Focus on why not how

iMarketSmart

There are a whole bunch of so-called “marketing companies” out there that say they help nonprofits get more planned gifts. Here’s the problem with this is: Planned gift websites don’t get much traffic (rendering them relatively useless). So, absent a solid cultivation marketing plan devised to drive traffic to your PG pages, you won’t yield much in terms of a return on your investment. Check out our free webinar: How to Achieve Planned Giving Success Online.

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7 major principles for major gift fundraising (including planned gifts)

iMarketSmart

Before we get into these 7 major principles for major gift fundraising (including planned gifts), let’s review some neat stats first. The post 7 major principles for major gift fundraising (including planned gifts) appeared first on MarketSmart | .

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5 Considerations for Your #NPCOMM Professional Development Plan

Kivi's Nonprofit Communications Blog

Earlier today on Facebook Live ( watch the recording now ), I shared five considerations for creating a professional development plan in the nonprofit communications and marketing field. #1:

A Brilliant Stewardship Plan for Legacy Society Donors From Down Under

iMarketSmart

A while back on my LinkedIn Group (Major and Planned Gift Marketers) , Sharon Wangman outlined a stewardship plan for Legacy Society donors/members. You need to have a ‘bequest communication plan’ in place. ”. So, this plan might not work for you and your nonprofit.

My Professional Development Plan: Get Lost on Purpose

Kivi's Nonprofit Communications Blog

In a field that is constantly changing and evolving, like nonprofit communications and marketing, it can be hard to create a professional development plan. But there’s so much that you can’t predict or plan for because the communications landscape is changing so fast.

Are mobile devices impacting your planned giving marketing plans?

iMarketSmart

I reviewed a few and gathered the Google Analytics data from a total of 2,066 planned giving site visitors in the past two months. That means that we drive a lot of folks to their planned giving websites using digital marketing (such as emails).

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7 Solid Reasons Why You Should Kill Your Printed Planned Giving Newsletter

iMarketSmart

I know, I know… you love your planned giving newsletter. We need to blanket the prospects that have high-planned giving scores. There ARE instances when MarketSmart recommends a planned giving newsletter. That’s my kind of planned giving newsletter.

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Do you really need to buy a planned giving website?

iMarketSmart

You don’t need to buy a planned giving website. For decades, nonprofit leaders and staff have been led to believe that planned giving is complicated while most planned gifts are made in the form of simple bequests or by beneficiary designation.

What to do about planned gift marketing when you don’t know what to do…

iMarketSmart

Planned giving is a new area for me. And now my new boss wants me to come up with an action plan for the next year. Eighty percent of the success of your planned gift marketing efforts will be dependent upon your list.

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Why You Should Stop Emphasizing Tax Savings When Promoting Planned Gifts

iMarketSmart

of those that actually end up planning a gift (assuming that 2012 is analogous to other years). Hold on tight because this might drive some of you batty if you enjoy the nuances of estate planning. Stop emphasizing tax benefits when you promote planned gifts.

Now Available: Dr. Russell James’ Visual Planned Giving Textbook, Updated for the 2018 Tax Law

iMarketSmart

My friend, Dr. Russell James has just finished the newest edition to his groundbreaking textbook, Visual Planned Giving. This includes an in-depth analysis of the 2018 tax bill, and how he expects it to impact planned giving. Even more information distilled from Dr. James’ years of teaching Charitable Gift Planning at the graduate and undergraduate level.

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What a Nonprofit Communications Plan Should Look Like in 2018

Kivi's Nonprofit Communications Blog

All nonprofits need a communications plan. The trouble is knowing where to begin or if the plan you are using now is still the best option for your nonprofit. Join us tomorrow for our next budget-friendly webinar: What a Nonprofit Communications Plan Should Look Like in 2018.

Deliver this Budget to Drive Marketing Impact: Comms Plan Pt1

Getting Attention

You’ll learn the value a budget brings to your work as it translates the actions outlined in your marketing plan into expense. That’s my marketing plan and what I use to create my budget. A: No, Virginia, that to-do list is not your marketing plan!

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14 things you must know about your donors to win major gifts (including planned gifts)

iMarketSmart

Here are 14 things you must know about your donors if you want to raise major and planned gifts (13 of which can be obtained from a donor survey ): 1- Why do they care about your nonprofit’s mission?

The 3 types of planned giving prospects

iMarketSmart

requests for information as they update their plans. Recorded Webinar – Inside The Mind Of The Planned Giving Donor. 10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects. How to Get All of Your Planned Giving Marketing Questions Answered for FREE.

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What planned and major gifts officers can learn from Shark Tank

iMarketSmart

The post What planned and major gifts officers can learn from Shark Tank appeared first on MarketSmart | . I love Shark Tank , the reality TV show that features a panel of potential venture capitalists (“sharks”) evaluating aspiring entrepreneurs product/business ideas.

8 posts that will help you develop a solid planned gift marketing strategy

iMarketSmart

Each post containing outstanding tips that will help you develop a solid planned gift marketing strategy. First, take a look at 7 planned gift marketing strategies for a thorough overview of the directions you can take. Here’s a sort of “Greatest Hits” list.

I’m making my plan for 2017 right now. Want to join me?

Wild Woman Fundraising

Maybe you know you need to make a fundraising plan but you’re feeling overwhelmed. Fundraising planning can feel daunting, especially when you have other, more urgent things to do. But now, more than ever, it’s important to plan to succeed in your fundraising in 2017.

Launching Your Nonprofit on Instagram – Plan Carefully or Wing It?

Kivi's Nonprofit Communications Blog

If you’re totally new to the Instagram scene and are looking to gain quick momentum early on, one way of going about it is to tie your launch to an event or fundraiser.

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The difference between goals vs. quotas for major gifts and planned gifts fundraisers

iMarketSmart

Quotas are great for motivating kids to go out and sell Girl Scout Cookies, but not effective for generating highly-considered sales (or major/planned gifts) because smart, A-level professionals will never ‘own’ quotas. The post The difference between goals vs. quotas for major gifts and planned gifts fundraisers appeared first on MarketSmart, LLC |. I am a big believer in setting goals with my staff, not administering quotas.

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What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?

iMarketSmart

I’m not sure the old-fashioned estate planning seminars really work to generate legacy gifts. I think this is a much better, strategic offer than a crusty old estate planning seminar. Recommendations. >> 10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects. >> Visual Planned Giving eBook: An Introduction to the Law & Taxation of Charitable Gift Planning by Dr. Russell James J.D.,

How to Create a 90-Day Nonprofit Online Marketing Plan (Without Spending Hours On Social Media)

J Campbell Social Marketing

When put in place, these four tasks can provide your nonprofit with the peace of mind that comes with having a system and a plan for your online marketing efforts – much better than throwing stuff up against the wall to see what sticks.

Why we love planned giving

iMarketSmart

80 20 rule for planned giving. And, years from now, someone else will probably get the credit for your hard work and smart strategic planning. Here’s why: We know that the 80 / 20 rule applies to planned giving.

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Planning Your Editorial Calendar This Year

Kivi's Nonprofit Communications Blog

Effective communicators are also twice as likely to invest significant time into editorial planning as ineffective ones. It’s time to own your job and get a grip on your communications plan. We’ve always known what a difference an editorial calendar makes.

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8 Step Guide to Planning the Perfect Nonprofit Fundraising Event

J Campbell Social Marketing

Have the Planning Committee Pick a Time, Date, and Venue. #4. Be sure to check out Booster’s Ultimate Guide to Planning a Fundraising Event. First of all, there are two main committees— the planning committee and the event (or host) committee. Planning Committee.

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Do major gift and planned gift staff need “sales managers”?

iMarketSmart

I think every nonprofit with major gift and planned gift staff needs a structure that yields accountability metrics that have been proven effective in the private sector. Related Posts: >>What Activity Metrics You Should Measure for Effective Long Term Planned Giving Marketing. The post Do major gift and planned gift staff need “sales managers”? Sales managers? But we don’t sell anything! Actually, you do! You’re selling value.

Your 3-step plan to get 100X more revenue

iMarketSmart

The post Your 3-step plan to get 100X more revenue appeared first on MarketSmart, LLC |. Most money is not cash. According to the Wall Street Journal , people put their wealth in lots of places, but not in liquid assets.

12 Fundraising Questions Major and Planned Gift Officers Should Be Asking

iMarketSmart

The post 12 Fundraising Questions Major and Planned Gift Officers Should Be Asking appeared first on MarketSmart | . Everyone says the number one reason why people give is because they were asked.

Nonprofit Planning for 2018: Your Top 3 Nonprofit Digital Marketing Challenges – And My Solutions

J Campbell Social Marketing

This way, when you approach potential funders, you can present them with your plan for 2018. Do you need a Strategic Online Communications Plan for the New Year? Join me on a live webinar where we will create your plan and get your specific questions answered! . #2

RIDDLE: How do you measure the success (or failure) of your planned giving program?

iMarketSmart

I was speaking with a client recently about the success he’s been experiencing with our software and strategies when he asked a really great question: “How can I measure the success of my planned giving program in comparison to others?”

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Why you don’t need to update your planned giving web pages as much as you might think

iMarketSmart

Your planned giving web pages don’t need to be updated “with the latest tax laws.” Planned giving pages sold by outside vendors are microsites while your organization’s main online presence is a website. They should not be used primarily to “inform” supporters about planned giving since doing so makes it more likely that they will not involve you in the decision-making process. Traffic on most so-called planned gift marketing vendors’ microsite pages is very low.

7 common major gift marketing mistakes you should avoid this year (including planned gift marketing)

iMarketSmart

The post 7 common major gift marketing mistakes you should avoid this year (including planned gift marketing) appeared first on MarketSmart | . Believing that you are imposing on your supporters by asking them for money. Remember, they want to give.

Five Ways to Plan for the Unexpected, #NPComm Style

Kivi's Nonprofit Communications Blog

Here are several ways you can stay agile and plan for the unexpected so that it doesn’t throw you off your game when it happens. Lead the Change on Communications Planning. What if nothing comes up, or if your planned content falls through? What’s your plan B?

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Using Story Arcs to Plan Your Communications

Kivi's Nonprofit Communications Blog

Are you telling a bunch of great little stories in your communications that don’t really seem to add up to much? You are likely missing a larger story arc. I’ll be speaking at the 2016 Nonprofit Storytelling Conference in Chicago in November (early bird registration ends this Friday!).

Waiting for Consensus and Certainty Will Kill Your #NPCOMM Plan

Kivi's Nonprofit Communications Blog

Think about what’s slowing down your communications plan, or the decisionmaking needed to implement it, and you’ll often realize it’s one of those two things or both.

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