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
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
Related posts: >> eBook: Words That Work – Part 2: The Phrases That Encourage Planned Giving. >> >> Why Failing to Focus on Major and Planned Gifts Can Be So Dangerous. The post How to discover planned gifts using interns because you can’t afford a telemarketing firm appeared first on MarketSmart | . Make sure the intern cares about your mission. MORE
Most planned gift prospects actually don’t ever want to meet you. They want to plan their gift on their own because they think they don’t need your help. If not, you need a plan. Then you’ll be able to help them make their planned gift. MORE
The post How fast do you respond to your major and planned gift donors’ needs? Fundraising Lead Generation Major Giving Planned Giving best practices for planned giving donor acquisition donor cultivation donor relationship management donor retention fundraising blog fundraising solutions major donor fundraising major gift fundraising marketsmart Nonprofit Marketing Blog philanthropy blog Quick Response Code response rates Sales MORE
I have two questions that I ask people when they say that planned gift fundraising “is all about the relationship.” It’s just that I don’t believe you can say that planned gift fundraising is ‘all about the relationship’ while, at the same time, have no idea about the vast proportion of gifts that have been planned for your nonprofit. Related Posts: >> 10 Steps to Developing A Planned Giving Program. >> Want more planned gifts? 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
For instance, most Planned Gift Officers are great at helping donors employ myriad techniques to enhance their giving so everyone wins. Many are attorneys or estate planning experts who don’t enjoy cold or warm calling to set meetings with donors. 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
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
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
How do you make a development plan? How do you DO fundraising planning anyway? If you’ve never made a fundraising plan before, it doesn’t have to be difficult. Here are 6 principles of a good fundraising plan to get you started. 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
The post 5 Ways to Use Events to Generate Enormous Planned Gifts appeared first on MarketSmart. Have an announcer point out who among the attendees is already in the Legacy Society (ask permission first). 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
The post 7 key questions for qualifying your major gift and planned gift prospects appeared first on MarketSmart | . Fundraising Lead Generation Major Giving Planned Giving best practices for fundraising nonprofit marketing tactics nonprofit marketing tips Philanthropy 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
For fundraisers, their organizations’ major and planned gift supporters represent Pareto’s “20%”. Greenfield, once wrote in one of his books that it costs only pennies on the dollar to generate major and planned gifts. 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
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
But for some organizations — especially those involved in advocacy and disasters — planning out content seems nearly impossible. I am here to tell you that even in these seemingly unpredictable times, you can still plan and use an editorial calendar. 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
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
The post 16 Content Ideas Your Major and Planned Gift Donors Will Love appeared first on MarketSmart | . Digital Marketing Direct Marketing Fundraising Lead Generation Major Giving Planned Giving strategy best practices for fundraising Content marketing cultivation for major gifts donor cultivation fundraising tips for nonprofits legacy gift marketing major donors nonprofit marketing Nonprofit Marketing Blog PhilanthropyInfographics. MORE
When it comes to marketing planned gifts, always remember that your supporters need to think about their lives and how they can find meaning by leaving a gift to your charity— not death. Fundraising major gift major gift fundraising major gift marketing planned gift Planned Giving MORE
But how are nonprofits using blogs to generate planned gifts? Let me know if I’m wrong about this, but I think it’s safe to say that we are the first firm to develop a new blog for a non-profit with a serious strategy for planned giving lead generation and cultivation. 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
Alternatively, populism is the backbone of planned gift marketing. Planned gifts can come from anyone. Amazingly, we have found that for fifteen to thirty percent of planned givers, their legacy gift will be their first gift to your organization! Planned gift marketing is. MORE
The newest findings presented this month by the Centre for Sustainable Fundraising show a surprising way to increased planned gifts: tell people what others have not done ! Not so with planned giving. MORE
Yesterday, I led a webinar to teach people my “Simple Success&# Fundraising Plan. One of the things I shared was the 7 questions your fundraising plan MUST answer. You need a specific goal for your plan. If you’re currently wrestling with a fundraising plan and you’d like help, I invite you to check out the virtual retreat I’m leading on Friday, Feb 19 to walk you through my “Simple Success&# Fundraising 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
This morning I gave a workshop to the Newburyport Chamber of Commerce on crowdfunding basics, including the do’s and dont’s of setting up a campaign, characteristics of a great campaign, and how to create a plan of action to achieve success and reach your goals. MORE
Especially when discussing strategic planning. PROTECTION: Guarding & Repairing Brands Uncategorized brand management long-raange planning nonprofit board nonprofit management Nonprofit marketing nonprofit stewardship strategic planningHere is a minority view that may lighten your mood. It seems to me that nonprofit thought leaders – especially consultants and blog authors (including me) – are sometimes just a bit overwrought and doctrinaire. 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
13, I’ll be leading a Nonprofit Marketing Guide webinar called “The Beginner’s Guide to Planning a Successful Year-End Online Fundraising Campaign,” where I’ll take you step-by-step through a multi-channel, year-end online giving campaign, from thought to finish. December is coming. 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
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
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 
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
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
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
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 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
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!).
iMarketSmart
MARCH 4, 2016
Most planned gift prospects actually don’t ever want to meet you. They want to plan their gift on their own because they think they don’t need your help. If not, you need a plan. Then you’ll be able to help them make their planned gift.
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.
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
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
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.
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 9, 2015
For fundraisers, their organizations’ major and planned gift supporters represent Pareto’s “20%”. Greenfield, once wrote in one of his books that it costs only pennies on the dollar to generate major and planned gifts.
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 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
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.,
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
SEPTEMBER 4, 2012
But how are nonprofits using blogs to generate planned gifts? Let me know if I’m wrong about this, but I think it’s safe to say that we are the first firm to develop a new blog for a non-profit with a serious strategy for planned giving lead generation and cultivation.
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
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
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
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.
Kivi's Nonprofit Communications Blog
MARCH 30, 2016
But for some organizations — especially those involved in advocacy and disasters — planning out content seems nearly impossible. I am here to tell you that even in these seemingly unpredictable times, you can still plan and use an editorial calendar.
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
OCTOBER 8, 2015
13, I’ll be leading a Nonprofit Marketing Guide webinar called “The Beginner’s Guide to Planning a Successful Year-End Online Fundraising Campaign,” where I’ll take you step-by-step through a multi-channel, year-end online giving campaign, from thought to finish. December is coming.
iMarketSmart
APRIL 18, 2016
Alternatively, populism is the backbone of planned gift marketing. Planned gifts can come from anyone. Amazingly, we have found that for fifteen to thirty percent of planned givers, their legacy gift will be their first gift to your organization! Planned gift marketing is.
iMarketSmart
MARCH 31, 2017
Related posts: >> eBook: Words That Work – Part 2: The Phrases That Encourage Planned Giving. >> >> Why Failing to Focus on Major and Planned Gifts Can Be So Dangerous. The post How to discover planned gifts using interns because you can’t afford a telemarketing firm appeared first on MarketSmart | . Make sure the intern cares about your mission.
iMarketSmart
AUGUST 4, 2017
For instance, most Planned Gift Officers are great at helping donors employ myriad techniques to enhance their giving so everyone wins. Many are attorneys or estate planning experts who don’t enjoy cold or warm calling to set meetings with donors.
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.
J Campbell Social Marketing
FEBRUARY 25, 2014
This morning I gave a workshop to the Newburyport Chamber of Commerce on crowdfunding basics, including the do’s and dont’s of setting up a campaign, characteristics of a great campaign, and how to create a plan of action to achieve success and reach your goals.
iMarketSmart
JUNE 3, 2016
The post How fast do you respond to your major and planned gift donors’ needs? Fundraising Lead Generation Major Giving Planned Giving best practices for planned giving donor acquisition donor cultivation donor relationship management donor retention fundraising blog fundraising solutions major donor fundraising major gift fundraising marketsmart Nonprofit Marketing Blog philanthropy blog Quick Response Code response rates Sales
iMarketSmart
MAY 15, 2015
When it comes to marketing planned gifts, always remember that your supporters need to think about their lives and how they can find meaning by leaving a gift to your charity— not death. Fundraising major gift major gift fundraising major gift marketing planned gift Planned Giving
iMarketSmart
JULY 25, 2014
The post 5 Ways to Use Events to Generate Enormous Planned Gifts appeared first on MarketSmart. Have an announcer point out who among the attendees is already in the Legacy Society (ask permission first).
iMarketSmart
MARCH 2, 2016
The post 7 key questions for qualifying your major gift and planned gift prospects appeared first on MarketSmart | . Fundraising Lead Generation Major Giving Planned Giving best practices for fundraising nonprofit marketing tactics nonprofit marketing tips Philanthropy
Get Fully Funded
FEBRUARY 5, 2010
Yesterday, I led a webinar to teach people my “Simple Success&# Fundraising Plan. One of the things I shared was the 7 questions your fundraising plan MUST answer. You need a specific goal for your plan. If you’re currently wrestling with a fundraising plan and you’d like help, I invite you to check out the virtual retreat I’m leading on Friday, Feb 19 to walk you through my “Simple Success&# Fundraising Plan.
iMarketSmart
MARCH 8, 2017
I have two questions that I ask people when they say that planned gift fundraising “is all about the relationship.” It’s just that I don’t believe you can say that planned gift fundraising is ‘all about the relationship’ while, at the same time, have no idea about the vast proportion of gifts that have been planned for your nonprofit. Related Posts: >> 10 Steps to Developing A Planned Giving Program. >> Want more planned gifts?
iMarketSmart
JUNE 20, 2016
The post 16 Content Ideas Your Major and Planned Gift Donors Will Love appeared first on MarketSmart | . Digital Marketing Direct Marketing Fundraising Lead Generation Major Giving Planned Giving strategy best practices for fundraising Content marketing cultivation for major gifts donor cultivation fundraising tips for nonprofits legacy gift marketing major donors nonprofit marketing Nonprofit Marketing Blog PhilanthropyInfographics.
Wild Woman Fundraising
DECEMBER 9, 2013
How do you make a development plan? How do you DO fundraising planning anyway? If you’ve never made a fundraising plan before, it doesn’t have to be difficult. Here are 6 principles of a good fundraising plan to get you started.
NonProfit Branding
SEPTEMBER 11, 2012
Especially when discussing strategic planning. PROTECTION: Guarding & Repairing Brands Uncategorized brand management long-raange planning nonprofit board nonprofit management Nonprofit marketing nonprofit stewardship strategic planningHere is a minority view that may lighten your mood. It seems to me that nonprofit thought leaders – especially consultants and blog authors (including me) – are sometimes just a bit overwrought and doctrinaire.
Fundraising Coach
SEPTEMBER 28, 2015
The newest findings presented this month by the Centre for Sustainable Fundraising show a surprising way to increased planned gifts: tell people what others have not done ! Not so with planned giving.
INDUSTRY INSIGHTS YOUR PEERS ARE READING
75 
Let's personalize your content