Planned Giving Insights and Information

Giving USA Report Brings Good News for Gift Planners

Posted by Jeff Lydenberg

August 28, 2015


2014 was a record year for philanthropy in the United States, according to the Giving USA 2015 Annual Report.  There was a 7.1% increase in giving dollars over 2013 (5.4% adjusted for inflation).  These numbers signal the return of pre-recession giving patterns. Some experts had predicted it would take 10 years for charitable giving to rise back to pre-recession levels, so the increases are heartening. 

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Topics: estate planning, planned giving, tax incentives on charitable giving

How to Increase Your Planned Giving Leads

Posted by Ann McPherson

August 16, 2015


There are many ways to increase your planned giving leads. Most clients inquire about their marketing strategy or specific tactics, such as newsletters, emails, ads, inserts, and targeted mailings. While using these self-identifying techniques are an important part of any marketing program, they are only part of the picture.

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Topics: cultivating planned gift prospects, marketing corner

A Case Study in Marketing Personalization

Posted by Ann McPherson

July 22, 2015


"People prefer -- and often crave -- personalized experiences." 
– Hubspot Blog


Lately, I have been getting calls from clients complaining that their marketing isn’t working. They aren’t getting as many leads as they had expected, they can’t get appointments, or it’s costing them more to get the same results they were getting just a few years ago. 

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Survey Results: How Do You Market CGAs?

Posted by Ann McPherson

July 17, 2015


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Topics: marketing planned gifts, charitable gift annuities, marketing corner

Don't Let Your Program Audit Become a “Ramp to Nowhere”

Posted by Edie Matulka

July 14, 2015


When construction was undertaken, the “ramps to nowhere” in the below picture had a purpose, to connect with an anticipated highway that would run nearby. With the highway having long ago been scrapped, the ramps have stood as is for 50 years, at least finding use as diving platforms and a “canvas” for artwork.

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Topics: planned giving consultants

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