Gift-A-Grave™ - Planned Giving Marketing Trusted Authority | Official Site
Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™| Planned Giving Marketing Trusted Authority | Official Site
Most legacy gift lists are fiction. Donors don't remember making commitments, staff chase vanity metrics, and organizations waste thousands on digital tools that promise everything but deliver nothing. This case study reveals why relationship-building beats database-building every time. Discover the proven strategies that turn inflated prospect lists into genuine legacy commitments—including donor surveys, year-round education, and stewardship plans that actually work in the real world. The...| Planned Giving Marketing Trusted Authority | Official Site
Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™| Planned Giving Marketing Trusted Authority | Official Site
Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™| Planned Giving Marketing Trusted Authority | Official Site
Legacy Giving Isn’t About Forms—It’s About Follow-Through Lately, you’ve probably seen the headlines:“Half a million wills created.”“Ten billion dollars committed.” The dashboards are slick. The numbers are impressive. And yet—most of those figures live in a world of promises, not payments. A donor can add your nonprofit to their will today, and yes, that feels like a victory. But here’s the hard truth: you might see that gift in 2045. Or you might never see it at all. Tha...| Planned Giving Marketing Trusted Authority | Official Site
A few weeks after donating to a youth literacy nonprofit, my friend Elena received a surprising email. It wasn’t the usual automated receipt or slick newsletter, but instead was a short video from a second-grade teacher. In the video, the teacher stood in her colorful classroom, holding up a book. “Hi Anne,” she said with a smile. “Thank you so much for your generous support. Thanks to you, my students were able to take home their very first books this year. You’re helping build lif...| Planned Giving Marketing Trusted Authority | Official Site
While capital campaigns often focus on immediate fundraising needs, integrating planned giving creates lasting impact. A well-run campaign provides the perfect platform to identify and cultivate legacy donors. By including planned giving language in campaign materials, training staff on legacy conversations, launching a legacy society, and sharing donor stories, organizations can secure both short-term pledges and long-term estate commitments. This dual approach transforms campaigns into mean...| Planned Giving Marketing Trusted Authority | Official Site
Charitable Remainder Trusts (CRTs) offer a tax-efficient method to support charities while preserving income. Donors transfer appreciated assets into a Charitable Remainder Annuity Trust (CRAT) or Unitrust (CRUT), gaining immediate income tax deductions and avoiding capital gains taxes. These trusts provide fixed or variable payments during retirement, allowing donors to maintain their lifestyle. They also enable wealth transfer with reduced gift or estate taxes, making CRTs an attractive opt...| Planned Giving Marketing Trusted Authority | Official Site
Walt Disney built windows lower on Main Street so children could see inside as easily as adults—a detail no one noticed but everyone benefited from. This teaches us about donor relations: Are we building our "windows" at standard height or from our donors' perspective? Simple changes like talking mission over money, having real people answer phones, and creating memorable first impressions can transform donor engagement and loyalty.RetryClaude can make mistakes. Please double-check response...| Planned Giving Marketing Trusted Authority | Official Site
Can you name your local community foundation? More importantly: do you know what they really do? Far from being competitors, community foundations are powerful allies for nonprofits. They manage complex gifts, build sustainable endowments, connect you with donor-advised funds, and even handle planned giving for teams without in-house expertise. Think of them as gardeners of local philanthropy - planting, tending, and growing generosity so your mission can thrive for years to come. The post Do...| Planned Giving Marketing Trusted Authority | Official Site
If even Abraham Lincoln, Prince, and Picasso skipped writing wills, what chance do the rest of us have without a nudge? That's why no single message works for every donor. Some need a wake-up call about the risks. Others respond to inspiring visions of their legacy. Still others want practical answers or simple first steps. The most effective campaigns don't pick one approach—they balance all four: fear, inspiration, education, and simplicity. Because different people need different keys to...| Planned Giving Marketing Trusted Authority | Official Site
A $100,000 bequest barely gets a pat on the back, while a $10,000 check today earns applause, credit, and bonuses. That’s the real problem: behavior follows recognition, and recognition follows reporting. Until you start tracking, crediting, and celebrating legacy commitments like major gifts, your program will keep limping along—underfunded and overlooked. The fix is simple. Reward what matters. The post $100K Bequest vs $10K Check: Which Gets Applause? appeared first on Planned Giving M...| Planned Giving Marketing Trusted Authority | Official Site
Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™| Planned Giving Marketing Trusted Authority | Official Site
Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™| Planned Giving Marketing Trusted Authority | Official Site
Planned Gifts Can Get Complicated. Marketing Them Shouldn’t Be.™| Planned Giving Marketing Trusted Authority | Official Site
