The Nonprofit Fundraising Strategic Plan Guide

EveryAction

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.

Guide 277

What Goes into a Nonprofit Marketing and Communications Plan or Strategy?

Kivi's Nonprofit Communications Blog

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.

Objectives for Your Nonprofit Communications Plan

Kivi's Nonprofit Communications Blog

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.

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.

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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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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.

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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5 questions to ask your planned giving marketing vendor

iMarketSmart

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

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Week of Freebies, Day 1: Get Your Customized Training Plan

Kivi's Nonprofit Communications Blog

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!

Custom 193

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.

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.

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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.

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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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?

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The 2016 Nonprofit Fundraising Strategic Plan Guide

EveryAction

For some things, spontaneity is highly desirable, but any fundraising professional will tell you that planning a campaign isn’t one of them.

Guide 207

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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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

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

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

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.

Build a GREAT Media Relations Plan from Scratch

Kivi's Nonprofit Communications Blog

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.

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 141

Why hardly anyone reads your planned giving newsletter (and what you can do about it).

iMarketSmart

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?

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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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

Getting Started with a PR Plan

Kivi's Nonprofit Communications Blog

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.

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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.

Your Professional Development Plan Is Up To You #NPCOMMLIFE

Kivi's Nonprofit Communications Blog

If you’re expecting your organization to create your professional development plan, you are making a big mistake. During this 60-minute webinar , Kivi will show you how to create a professional development plan that puts you on the path to success. RoiAnn Phillips, Past Webinar Attendee The post Your Professional Development Plan Is Up To You #NPCOMMLIFE appeared first on Kivi's Nonprofit Communications Blog.

9 steps to a powerful fundraising plan

Get Fully Funded

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.

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

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.

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

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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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

In fundraising, planning is key

Get Fully Funded

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.

15 telephone call don’t’s for major and planned gift fundraisers

iMarketSmart

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 |.

Plan 188

The Ultimate Planned Gift Marketing Strategy (4 simple steps)

iMarketSmart

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.

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?

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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.,

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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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 231

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 163

Creating a Thank You Plan Will Help You Stay Focused on Gratitude All Year Round

Ann Green

This is a good time to revisit the importance of having a thank you plan. Creating a thank you plan will help you stay focused on gratitude all year round. . Here’s what you need to include in your thank you plan. Plan to write a warm and personal automatic thank you email.

Plan 101