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Planned Giving

You’re Using Campaigns as a Crutch!

2 min read

You’re Using Campaigns as a Crutch!

If your non-profit has done more than two capital campaigns in its history, it’s most likely because you don’t have a strong major gift program and/or you’re using it as a crutch not to develop...

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18 Barriers to Effective Relational Fundraising

1 min read

18 Barriers to Effective Relational Fundraising

Every non-profit organization I’ve encountered has some kind of barrier that prevents a donor from freely giving to their heart’s content to that organization.

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Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

4 min read

Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with...

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Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

4 min read

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I...

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Three Critical Elements of Planned Giving

2 min read

Three Critical Elements of Planned Giving

It’s always been amazing to me how fundraisers position planned giving as a very complex and difficult strategy to secure funds from people when they die, rather than seeing it as a way to help the...

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