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

Plan 130

Unionbusting at Planned Parenthood

Wild Woman Fundraising

Recen tly the Intercept reported on Planned Parenthood in Colorado trying to unionbust a local organization which is trying to unionize with the SEIU, by saying well just unionize the three states around you, THEN you can unionize. . The case is Rocky Mountain Planned Parenthood Inc.

Plan 130

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.

Stop SPAMMING your supporters with planned giving e-newsletters

iMarketSmart

I was talking to a fundraiser and he said, “We’ve got this cool system that includes pre-written estate planning e-newsletters I can send to my list whenever I want.” Folks, just because someone signed up to run a 5k, get email updates, or even if they donated, it doesn’t mean they also wanted to get your snazzy, jargon-laden planned giving e-newsletter every month. Wiz-bang tech?

Spam 100

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.

Plan 173

7 Planning Steps for a Short Annual Report

Kivi's Nonprofit Communications Blog

You have to spend more time planning it. The post 7 Planning Steps for a Short Annual Report appeared first on Kivi's Nonprofit Communications Blog.

Report 240

Your planned giving offers need to change

iMarketSmart

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.

Plan 130

5 Ways Your Nonprofit Website Can Promote Planned Giving

EveryAction

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.

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.

Plan 130

10 Breakthrough Planned Giving Insights from Chronicle of Philanthropy’s Latest Report

EveryAction

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

Planned Giving 101: What Nonprofits Need to Know

EveryAction

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?

Plan 130

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 | .

Plan 176

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!

Budget 170

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.

Plan 179

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).

Plan 158

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.

Plan 141

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.

Plan 130

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.

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?

Plan 179

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.

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.

Plan 153

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:

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.

Plan 158

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.

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.

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.

Plan 260

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.

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.

Guide 232

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.

Law 100

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.

Plan 204

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.

Plan 130

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.,

The Importance of Having a Thank You Plan

Ann Green

I’ve written about the importance of having a thank you plan before, but I think we need to revisit this because many nonprofits are not doing a good job of thanking their donors. A thank you plan will help. Here’s what you need to include in your thank you plan.

Plan 64

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.

Plan 153

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.

Plan 130

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.

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.

Sales 100

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?”