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Plan Related Topics 
Proof that planned gifts increase annual giving revenue
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.
Deliver this Budget to Drive Marketing Impact: Comms Plan Pt1
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!
Your planned giving offers need to change
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.
Do you really need to buy a planned giving website?
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.
7 Solid Reasons Why You Should Kill Your Printed Planned Giving Newsletter
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.
14 things you must know about your donors to win major gifts (including planned gifts)
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?
Using Story Arcs to Plan Your Communications
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!).
Most planned gift prospects don’t ever want to meet you
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.
7 common major gift marketing mistakes you should avoid this year (including planned gift marketing)
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.
A Brilliant Stewardship Plan for Legacy Society Donors From Down Under
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.
RIDDLE: How do you measure the success (or failure) of your planned giving program?
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?”
12 Fundraising Questions Major and Planned Gift Officers Should Be Asking
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.
Why failing to focus on major and planned gifts can be so dangerous
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.
What to do instead of the crusty old estate planning seminars you run hoping to generate planned gifts?
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.,
How to discover planned gifts using interns because you can’t afford a telemarketing firm
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.
What to do about planned gift marketing when you don’t know what to do…
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.
How to use a blog to generate planned giving gifts.
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.
6 principles of a good fundraising plan
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.
Here’s why when it comes to planned gifts, it isn’t necessarily ALL about the relationship
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?
Serious major gift marketing is not for populists. Planned gift marketing is.
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.
A surprising way to increase planned gifts
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.
Want more planned gifts? Focus on why not how
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.
Free Webinar: Planning for 2015 on 12/4
Wild Woman Fundraising
NOVEMBER 21, 2014
Are you tired of not having a plan every year? In this webinar you’ll learn: Fundraising planning 101. How NOT to make a fundraising plan. Take this webinar and plan to succeed in 2015! Is the whole “oh no we can’t make payroll” thing getting a little old?
Getting Started with a PR Plan
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.
Editorial Planning When Everything Is Up in the Air
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.
4 things you need to know to qualify your major gift and planned gift prospects
iMarketSmart
MAY 5, 2017
Recommendations: >> 8 Surefire Ways to Run a Successful Fundraising Campaign. >> 7 Key Questions for Qualifying Your Major and Planned Gift Prospects. The post 4 things you need to know to qualify your major gift and planned gift prospects appeared first on MarketSmart, LLC |. What follows are the 4 things you need to know in order to close more gifts faster: 1. Who has the capacity to give. Why they care. When you should reach out to them. What you should say.
How to rock your development plan: Webinar April 19th
Wild Woman Fundraising
APRIL 1, 2011
Wild Woman Fundraising: With a One-Page Development Plan! A step-by-step guide to planning that magical plan that will help you raise all the money you need. When was the last time you looked at your fundraising plan? So how do you make a plan that you can stick to?
6 Things You Must Discuss In Your Year-End Online Fundraising Planning
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.
How fast do you respond to your major and planned gift donors’ needs?
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
Believe in “The Fantastic Four” if you want to market planned gifts the right way
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
8 Step Guide to Planning the Perfect Nonprofit Fundraising Event
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.
How to Plan for and Execute a Successful Crowdfunding Campaign
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.
Guest Post: Christina Attard reveals the secrets about your planned giving program that only donors know…
Wild Woman Fundraising
MAY 24, 2011
What the heck is planned giving and why should you care? Planned giving is when a donor decides to give you money over time, either as a monthly or yearly donor, or in a will or estate plan. Most small nonprofits do not have planned giving in their fundraising plans.
16 Content Ideas Your Major and Planned Gift Donors Will Love
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.
5 Ways to Use Events to Generate Enormous Planned Gifts
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).
The single worst way to evaluate your planned giving program
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.
7 Questions your Fundraising Plan MUST Answer
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.
The best 2-step plan for legacy gift marketing
iMarketSmart
JULY 24, 2015
The post The best 2-step plan for legacy gift marketing appeared first on MarketSmart |. Fundraising Planned Giving charitable gift annuity fundraising tips legacy gift marketing legacy giftsGenerate leads using social norms, family reminders and non-death-related packages.
Don’t Panic! Strategic Planning needn’t be complicated!
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.
Five Ways to Plan for the Unexpected, #NPComm Style
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?
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