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. MORE
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! MORE
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. 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
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
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. MORE
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. MORE
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. MORE
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. MORE
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?” MORE
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. 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
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. 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
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. 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
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. MORE
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? 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
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
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. 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
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: 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
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. 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
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
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. 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
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
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. 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
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
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
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!). MORE
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. 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
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 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 iMarketSmart
JANUARY 12, 2018
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
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
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.
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
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
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.
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 | .
Kivi's Nonprofit Communications Blog
MARCH 6, 2018
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:
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.
Kivi's Nonprofit Communications Blog
FEBRUARY 20, 2018
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.
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).
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
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.
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.
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.
iMarketSmart
JANUARY 17, 2018
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.
Kivi's Nonprofit Communications Blog
DECEMBER 13, 2017
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.
Getting Attention
APRIL 6, 2017
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!
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?
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
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.
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.
Wild Woman Fundraising
DECEMBER 11, 2016
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.
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
APRIL 6, 2018
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.
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.,
J Campbell Social Marketing
SEPTEMBER 11, 2017
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.
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.
Kivi's Nonprofit Communications Blog
FEBRUARY 7, 2017
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.
J Campbell Social Marketing
SEPTEMBER 22, 2016
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.
iMarketSmart
JULY 12, 2017
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.
iMarketSmart
JUNE 14, 2017
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.
iMarketSmart
JUNE 24, 2016
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.
J Campbell Social Marketing
JANUARY 2, 2018
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
iMarketSmart
MARCH 13, 2017
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?”
iMarketSmart
APRIL 7, 2017
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.
iMarketSmart
JANUARY 4, 2016
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.
Kivi's Nonprofit Communications Blog
FEBRUARY 8, 2017
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?
Kivi's Nonprofit Communications Blog
JULY 13, 2016
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!).
Kivi's Nonprofit Communications Blog
APRIL 20, 2017
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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