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By chris

15 Planned Giving Best Practices

As you venture into the world of planned giving, there’s a lot to consider.

Defining what your program will look like starts with your launch. During the early phases of your program and the ongoing process of running it, you’ll be looking for ways to optimize your efforts.

Look no further than this page.

Let these 15 planned giving best practices lead the way.

#1: Build a Strong Team

Like with any fundraising program, you’ll need a strong team. If your organization can afford to do so, it is recommended that you hire a planned gifts officer.

Even if you cannot hire someone solely for the role, at least have a member of your development staff take the lead. In the early stages in particular, you’ll need one person to guide your efforts, and a complete team to make those planned giving dreams a reality.

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By chris

7 Top Planned Giving Marketing Strategies


There’s no planned giving program without planned giving marketing. Too few people know about planned giving opportunities for your program to skate by with minimal promotions.

It’s important that your planned giving marketing efforts both educate donors about this unique giving opportunity and showcase the value of donating these high-impact gifts.

To get started, we’ll discuss these 7 top strategies for planned giving marketing:

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By chris

How do you Start a Planned Giving Program?

Building anything from the ground up takes serious effort and endurance. There is no way to snap your fingers and make things happen.

You need the proper tools, materials, and know-how to take an idea from the abstract to reality. This is true of real life construction, and it is true of program development.

Your planned giving program will be beneficial. It can be a huge success. You just need to begin with the right building plan.

The five steps below will help guide you through your planned giving program’s start.

Start strong and stay strong.

STEP 1: GET ACQUAINTED WITH PLANNED GIVING

They tell you that you need to walk before you run. Those same people caution you to look before you leap. What do these expressions have to do with planned giving?

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By chris

What are the Planned Giving Benefits?

What direction are you steering your nonprofit? Successful nonprofits adjust based on the past, actively work in the present, and strategize for the future. All in a day’s work.

Clearly, those three components are much easier to talk about than to execute. If your organization wants to do more than talk, it has to steer its efforts towards programs that account for all three of those past, present, and future efforts.

Launching a planned giving program is one such direction your nonprofit can take. A planned gift is a gift that is decided on in the present and given in the future. Supporters who donate planned gifts often allocate them in wills or trusts.

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By chris

What is Common Planned Giving Terminology?

Planned giving is an easy enough term to grasp. A donor makes an arrangement for a future gift in the present, most often in a will. Planned and giving are both words we regularly hear, so we can automatically deduce a meaning behind the combination.

If you are still a bit foggy about the definition of planned giving, check out our article that will answer all of your planned giving questions.

Once you get past the fundraising method’s basics though, that’s where the language gets a bit more complicated.

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By chris

[Guest Post] Starting off on the Right Foot: How to Find Great Grant Opportunities for Your Nonprofit

DonorSearch’s blog mostly focuses on prospect research, but we sometimes like to explore other topics in the nonprofit sector. Guest written by Megan Hill, CEO and Founder of Professional Grant Writer, this article shares valuable insights into prospect research for grant writing. 

Starting off on the Right Foot: How to Find Great Grant Opportunities for Your Nonprofit

Grant writing can be an overwhelming undertaking, even if you’re a seasoned grant seeker. One of the most important steps in the process is simply identifying which grantmakers are a good fit for your nonprofit.

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By chris

What is Wealth Screening?

This post was written by Ryan Woroniecki, Vice President of Strategic Partnerships at DonorSearch.

When those in fundraising think of wealth screening they think of prospect research and vice versa. The two methods of learning about giving candidates are often mistaken for interchangeable terms. Well, they’re not.

Prospect research is an umbrella term that encompasses the entire field of investigating potential donors to better understand their giving tendencies. Wealth screening is under that umbrella and helps to predict those often mysterious and elusive donor giving tendencies

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By donorsearch

What is Planned Giving?

There are certain feelings that cannot be replicated, like finding a $20 bill in your jacket from last winter or worrying about what to have for lunch and then remembering you have leftovers from dinner out the night before. There’s nothing quite like finally experiencing the benefits of something that was put into action long ago.

Planned gifts accomplish that for nonprofits.

Donations from planned giving can have a major impact on organizations’ yearly fundraising. But they are largely under-utilized, particularly in the United States.

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By chris

[Guest Post] Prospect Research Metrics and ROI

Guest Post by Margaret King, Founder/President of InfoRich Group, Inc.

Recently, I asked Prospect Researchers to complete a brief survey to help me understand how they measure the value of the work they perform.  The survey consisted of four questions:

  1. What are the top three criteria used by management to evaluate your performance?
  2. What are the top five metrics used to place a value on or showcase your department’s prospect research efforts to senior management?
  3. What top three metrics would you like to add within the next 12 to 24 months to help place a value on or showcase your department’s prospect research efforts to senior management?
  4. What are the top three criteria used by management to evaluate the Gift Officer’s performance?

Not surprisingly, the survey results showed that a prospect researcher’s performance is most likely to be evaluated on the timeliness of their work, the quantity of research produced, and the number of new prospects they enter into their organization’s pipeline.

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By donorsearch

18 Crucial Pieces of Data for Your Next Prospect Profile

Have you ever been asked the quintessential superpower question…would you rather be able to read minds or fly?

I know what fundraisers would answer. Read minds. It would make their jobs a lot simpler.

Fundraisers are constantly busy and constantly being pulled in a thousand directions. It is not an easy job, but it is a satisfying one. For every dollar brought in by the development team, that is another dollar that can go towards fulfilling an organization’s mission.

A fundraiser has to be able to connect with and anticipate the needs of a donor prospect. Reading minds would certainly help with that.

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