Expert insights. Personalized for you.
Most planned giving marketing strategies are not effective. Planned gifts can (and do) come from just about anyone. In fact, many of my clients tell me that anywhere from 30% to more than 80% of their planned gifts come from people not currently in their database. MORE
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. MORE
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. MORE
Today let’s talk about the types of objectives you should have in your communications plan. Join me for Communications Planning that Works: Getting Your Goals, Strategies, Objectives, and Tactics Right in 2019, a brand-new two-part webinar series in January. The post Objectives for Your Nonprofit Communications Plan appeared first on Kivi's Nonprofit Communications Blog. MORE
“I owe a great deal of thanks to the person who invested in planned giving 15 years ago.”. The presenter continued, “If it weren’t for their efforts to cultivate planned giving donors 15 years ago, we wouldn’t be as financially stable as we are today. MORE
Register to get the replay of this webinar on demand: How to Plan and Launch an Emergency Nonprofit Crowdfunding Campaign . In this webinar, you will learn a step-by-step framework to planning and launching an emergency crowdfunding campaign. MORE
June 23 & 25: Communications Planning That Works: Getting Your Goals, Strategies, Objectives and Tactics Right with Kivi Leroux Miller. Two-Part Series] Learn how to create an effective communications plan that helps you make real progress. MORE
Today we’re going to find your Communications Effectiveness Level and design a training plan for you based on that. Get the free customized training plan that comes with our Free Membership. Get Your Training Plan. Welcome back to our Week of Freebies! MORE
In the Chronicle of Philanthropy’s recent report, 9 Trillion And Counting: How Charities Can Tap Into the Transfer of Wealth , researchers undertake a qualitative and quantitative study of the state of nonprofit planned giving programs. planned giving MORE
How many highly qualified planned giving leads did you generate for my nonprofit last year? The post 5 questions to ask your planned giving marketing vendor appeared first on MarketSmart | . Fundraising Planned Giving best practices for planned giving Lead generation for planned giving nonprofit marketing planned giving acquisition planned giving programs for nonprofits MORE
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. MORE
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 | . MORE
Too often planned giving newsletters are written by lawyers and the lawyers at nonprofits think they are just dandy. Your planned giving newsletter is designed to educate people about planned gifts, right? Smartideas planned giving newslettersConfusing? MORE
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. MORE
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., MORE
For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them. So what makes a good fundraising plan great ? A strong fundraising strategic plan starts with a solid foundational case statement. MORE
Planned Giving is a steadily growing area of focus for nonprofit fundraisers. With such a large group of potential donors waiting to be engaged, more and more nonprofits are devoting time and resources to Planned Giving programs. In the realm of Planned Giving, as is the case for any type of fundraising, you rarely get what you don’t ask for. Asking someone to consider Planned Giving, however, is a more sensitive and complicated task than others. MORE
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. MORE
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. MORE
For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them. MORE
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. MORE
Here is a 5-point plan for celebrating the giving spirit of #GivingTuesdayNow: 1. You don’t have to have a huge, comprehensive marketing plan to participate in #GivingTuesdayNow! . MORE
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. MORE
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. MORE
Did 2020 just chew up your communications plan and spit it out? Or did you even have a concrete plan to begin with? Lots of nonprofits had to either throw their plan out once the pandemic hit or they have been winging it for as long as they can remember anyway. MORE
You know you need a fundraising plan, but if you’re like most, you don’t know where to start. . Although planning can seem overwhelming, it’s not really a difficult process, yet it makes all the difference in the world in the success you will enjoy in raising big money. Let me make it simple for you and share the 9 steps to creating a powerful fundraising plan. Create a plan of action. Work the plan. Take action on your plan. MORE
One of today’s biggest areas of growth for nonprofit fundraising is Planned Giving. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. What is Planned Giving? MORE
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. MORE
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. MORE
Is it finally time to get a grip on your social media strategy? If yes, Julia Campbell has some great advice for you on how to do just that, and get it all done in three months. MORE
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. MORE
With any big project (and especially fundraising), it’s critical that you start with a plan. To create a quilt like this, you have to start with a plan, or at least an idea of what you want the finished quilt to look like. The answers to these questions (and more) form your plan. MORE
15 telephone call do’s for major and planned gift fundraisers. 5 potentially big problems related to telemarketing for planned gifts. The post 15 telephone call don’t’s for major and planned gift fundraisers appeared first on MarketSmart |. MORE
Related Posts. >> 9 content offers that work well to generate planned giving leads. >> The Ultimate Planned Gift Marketing Strategy (4 simple steps). >> How to Generate More Planned Gifts with Less Money and Reduced Resources. It can’t only be about death and taxes. MORE
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 MORE
Want a nonprofit communications training plan that meets you where you are? Get the free customized training plan that comes with our Free Membership. The customized training plan is just one benefit of having a Free Membership to our site. Happy Holidays! MORE
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. MORE
As with most things in business, you’re going to need to create a plan. Timeline : A timeline will help you manage the tasks and tactics included in your plan. If you plan to send out one release a month it’s best to plan when you’ll write the release and when you’ll send it out. MORE
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. MORE
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. MORE
If you don’t have a media relations plan or your plan just isn’t working, then our next Nonprofit Marketing Accelerator is for you! Join us and you will leave with a completed Media Relations Communications Plan. MORE
Ever been asked to create a marketing strategy or a communications plan for your nonprofit without any further guidance? When we talk about communications plans , we are most often referring to two documents, the Big Picture Communications Timeline and the Editorial Calendar. MORE
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). MORE
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? MORE
Plan Related Topics 
Kivi's Nonprofit Communications Blog
JUNE 17, 2020
Did 2020 just chew up your communications plan and spit it out? Or did you even have a concrete plan to begin with? Lots of nonprofits had to either throw their plan out once the pandemic hit or they have been winging it for as long as they can remember anyway.
EveryAction
JULY 18, 2018
For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them. So what makes a good fundraising plan great ? A strong fundraising strategic plan starts with a solid foundational case statement.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Kivi's Nonprofit Communications Blog
MAY 21, 2019
Ever been asked to create a marketing strategy or a communications plan for your nonprofit without any further guidance? When we talk about communications plans , we are most often referring to two documents, the Big Picture Communications Timeline and the Editorial Calendar.
Kivi's Nonprofit Communications Blog
MAY 6, 2020
Is it finally time to get a grip on your social media strategy? If yes, Julia Campbell has some great advice for you on how to do just that, and get it all done in three months.
iMarketSmart
SEPTEMBER 25, 2015
Related Posts. >> 9 content offers that work well to generate planned giving leads. >> The Ultimate Planned Gift Marketing Strategy (4 simple steps). >> How to Generate More Planned Gifts with Less Money and Reduced Resources. It can’t only be about death and taxes.
Kivi's Nonprofit Communications Blog
DECEMBER 6, 2018
Today let’s talk about the types of objectives you should have in your communications plan. Join me for Communications Planning that Works: Getting Your Goals, Strategies, Objectives, and Tactics Right in 2019, a brand-new two-part webinar series in January. The post Objectives for Your Nonprofit Communications Plan appeared first on Kivi's Nonprofit Communications Blog.
iMarketSmart
JANUARY 29, 2020
“I owe a great deal of thanks to the person who invested in planned giving 15 years ago.”. The presenter continued, “If it weren’t for their efforts to cultivate planned giving donors 15 years ago, we wouldn’t be as financially stable as we are today.
iMarketSmart
MARCH 10, 2017
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.
iMarketSmart
MAY 9, 2016
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.
iMarketSmart
DECEMBER 3, 2012
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).
J Campbell Social Marketing
MAY 5, 2020
Here is a 5-point plan for celebrating the giving spirit of #GivingTuesdayNow: 1. You don’t have to have a huge, comprehensive marketing plan to participate in #GivingTuesdayNow! .
J Campbell Social Marketing
APRIL 16, 2020
Register to get the replay of this webinar on demand: How to Plan and Launch an Emergency Nonprofit Crowdfunding Campaign . In this webinar, you will learn a step-by-step framework to planning and launching an emergency crowdfunding campaign.
iMarketSmart
FEBRUARY 1, 2017
How many highly qualified planned giving leads did you generate for my nonprofit last year? The post 5 questions to ask your planned giving marketing vendor appeared first on MarketSmart | . Fundraising Planned Giving best practices for planned giving Lead generation for planned giving nonprofit marketing planned giving acquisition planned giving programs for nonprofits
iMarketSmart
JULY 15, 2015
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.
iMarketSmart
AUGUST 17, 2015
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.
Kivi's Nonprofit Communications Blog
DECEMBER 26, 2019
Today we’re going to find your Communications Effectiveness Level and design a training plan for you based on that. Get the free customized training plan that comes with our Free Membership. Get Your Training Plan. Welcome back to our Week of Freebies!
iMarketSmart
DECEMBER 4, 2015
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 | .
EveryAction
JANUARY 4, 2016
For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them.
Kivi's Nonprofit Communications Blog
DECEMBER 24, 2018
Want a nonprofit communications training plan that meets you where you are? Get the free customized training plan that comes with our Free Membership. The customized training plan is just one benefit of having a Free Membership to our site. Happy Holidays!
iMarketSmart
NOVEMBER 16, 2016
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.
EveryAction
MAY 9, 2018
One of today’s biggest areas of growth for nonprofit fundraising is Planned Giving. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. What is Planned Giving?
Kivi's Nonprofit Communications Blog
APRIL 17, 2018
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.
iMarketSmart
MAY 13, 2019
Too often planned giving newsletters are written by lawyers and the lawyers at nonprofits think they are just dandy. Your planned giving newsletter is designed to educate people about planned gifts, right? Smartideas planned giving newslettersConfusing?
Kivi's Nonprofit Communications Blog
MARCH 5, 2018
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.
iMarketSmart
APRIL 22, 2013
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.
iMarketSmart
NOVEMBER 9, 2016
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.
iMarketSmart
JUNE 6, 2016
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.
Kivi's Nonprofit Communications Blog
JUNE 3, 2020
June 23 & 25: Communications Planning That Works: Getting Your Goals, Strategies, Objectives and Tactics Right with Kivi Leroux Miller. Two-Part Series] Learn how to create an effective communications plan that helps you make real progress.
iMarketSmart
NOVEMBER 28, 2016
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.
iMarketSmart
SEPTEMBER 26, 2016
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.
Kivi's Nonprofit Communications Blog
JANUARY 28, 2015
As with most things in business, you’re going to need to create a plan. Timeline : A timeline will help you manage the tasks and tactics included in your plan. If you plan to send out one release a month it’s best to plan when you’ll write the release and when you’ll send it out.
Get Fully Funded
APRIL 12, 2012
You know you need a fundraising plan, but if you’re like most, you don’t know where to start. . Although planning can seem overwhelming, it’s not really a difficult process, yet it makes all the difference in the world in the success you will enjoy in raising big money. Let me make it simple for you and share the 9 steps to creating a powerful fundraising plan. Create a plan of action. Work the plan. Take action on your plan.
iMarketSmart
MARCH 29, 2017
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.
Kivi's Nonprofit Communications Blog
AUGUST 29, 2018
If you don’t have a media relations plan or your plan just isn’t working, then our next Nonprofit Marketing Accelerator is for you! Join us and you will leave with a completed Media Relations Communications Plan.
iMarketSmart
NOVEMBER 7, 2016
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.
Get Fully Funded
APRIL 24, 2012
With any big project (and especially fundraising), it’s critical that you start with a plan. To create a quilt like this, you have to start with a plan, or at least an idea of what you want the finished quilt to look like. The answers to these questions (and more) form your plan.
iMarketSmart
AUGUST 14, 2015
15 telephone call do’s for major and planned gift fundraisers. 5 potentially big problems related to telemarketing for planned gifts. The post 15 telephone call don’t’s for major and planned gift fundraisers appeared first on MarketSmart |.
Kivi's Nonprofit Communications Blog
OCTOBER 25, 2016
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.
iMarketSmart
JANUARY 27, 2014
Most planned giving marketing strategies are not effective. Planned gifts can (and do) come from just about anyone. In fact, many of my clients tell me that anywhere from 30% to more than 80% of their planned gifts come from people not currently in their database.
iMarketSmart
APRIL 17, 2017
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?
EveryAction
JULY 2, 2018
In the Chronicle of Philanthropy’s recent report, 9 Trillion And Counting: How Charities Can Tap Into the Transfer of Wealth , researchers undertake a qualitative and quantitative study of the state of nonprofit planned giving programs. planned giving
EveryAction
MAY 21, 2018
Planned Giving is a steadily growing area of focus for nonprofit fundraisers. With such a large group of potential donors waiting to be engaged, more and more nonprofits are devoting time and resources to Planned Giving programs. In the realm of Planned Giving, as is the case for any type of fundraising, you rarely get what you don’t ask for. Asking someone to consider Planned Giving, however, is a more sensitive and complicated task than others.
iMarketSmart
APRIL 1, 2016
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.,
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