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By chris

[Guest Post] Cast a Wider Net in Your Prospect Identification

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Jeff Stein and Allison Keech Sanka of Planned Giving Marketing and please enjoy their post on planned giving.

Cast a Wider Net in Your Prospect Identification

There are more big fish in your small pond than you may think (or than you’ve been led to believe).

If you work in major or planned giving for a national fundraising organization, major university, regional healthcare system or other large non-profit with a donor file in the hundreds of thousands or millions, you can stop reading here.

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By chris

5 Big Benefits of Fundraising with Wealth Screening

This post was written by Jeri Alcock CFRE, West Coast Sales Manager at DonorSearch.

If you could accurately predict the future you’d be a very successful person. You’d spend your days trading stocks at the exact right moment and catching kittens just as they fall from trees. You could be a crime-preventing, disaster-avoiding, money maker.

Such seemingly far-fetched dreams.

We might not have found a way to predict the world’s future, but we have uncovered a way for fundraisers to predict donors’ futures — prospect research.

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By chris

2 Questions About Planned Giving and Ethics

I know what you might be wondering…is this going to be a wordy, complex discussion of a very legal-heavy topic? The answer is no!

We will be covering that topic that has yet to be named, but this post aims to explain some of those complexities in a manner that is digestible for a layman. There are academic papers for the intricacies of planned giving ethics. This post is for people who are newly and/or casually involved with planned giving and need an introduction to ethical questions associated with such programs.

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By chris

Planned Giving: The Job Description

“The future depends on what we do in the present.”
 -Mahatma Gandhi

No other fundraising method quite captures the essence of that quote like planned giving does.

In its simplest form, planned giving refers to a future donation that a supporter decides to give in the present.

Moving past the basic definition of the term, deeper complexity enters the mix and it goes from a concept that everyone can grasp to a lot of technical talk, legal jargon, and financial language. It’s still great for fundraising and highly recommended, but your organization is going to need someone on hand to translate all the complexities.

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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 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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