Planned Giving Insights and Information

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

Look Beyond What You See When Auditing Your Planned Giving Program

Posted by Edie Matulka

July 9, 2015


Optical illusions are fun; they invite us to look for two things in a single image. Sometimes we see both perspectives without prompting, other times the second image becomes clear only when it is pointed out to us, and still other times... well, sometimes we just can’t get beyond our initial perspective.

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Topics: planned giving consultants

Watch Your Step

Posted by Edie Matulka

July 6, 2015


What does a review of your planned giving program have in common with taking photos at the Grand Canyon or kayaking on the Niagara River?

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Topics: planned giving consultants

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Gary Pforzheimer    Jeff Lydenberg    Melissa_Roberts-208973-edited 
Alison O'Carroll    Dyke Tilt    Bill Laskin 
Ann McPherson    Andrew Palmer    Edie Matulka   
Winston Jones    Jen Wickham    Tina Yelle