Planned Giving Insights (20)

Planned Giving Marketing and the Novel Coronavirus

Published by Andrew Palmer on March 13, 2020

Updated April 6, 2020 The novel coronavirus, or COVID-19, is spreading like wildfire around the globe, unsettling the stock market and causing operational disruptions to industries of every description. High schools and colleges are sending students home for the remainder of the term. Social distancing and self-quarantine are being applied by health officials. Millions of Americans are living in uncertainty and fear of what will come next. So… Is now a good time to send that next direct mail postcard on CGAs or QCDs? Yes!

planned giving marketing, Marketing

5 minute read

The Marketing Funnel – An Effective Means to Increase Legacy Society Participation

Published by Michael Valoris on January 29, 2020

There is a harsh reality when it comes to raising funds from bequests: Very, very few of a charity’s supporters will leave a bequest to the organization. This includes loyal annual fund donors, donors with the greatest capacity, committed volunteers, and even board members. Most will just not do it! What is a gift officer to do who has metrics to meet for new legacy society participation? The answer is to be cultivating “the right donors.” And just how does a gift officer determine who are “the right donors?”

estate planning, bequest marketing, bequest stewardship

2 minute read

The SECURE Act and Gift Planning

Published by Bill Laskin on January 3, 2020

After lingering in limbo in the U.S. Senate for months, the “Setting Every Community Up for Retirement Enhancement” Act, aka the SECURE Act, was among several bills attached recently to a “must-pass” appropriations bill that was signed into law on December 20, 2019. The SECURE Act includes many changes to the rules governing retirement plans, including several provisions of particular interest to gift planners. All the rules described below became effective on January 1, 2020.

IRA Charitable Rollover, Retirement Accounts

4 minute read

The Most Important Marketing Trend for 2020: Your Donor

Published by Andrew Palmer on December 16, 2019

As we approach the end of the year, it’s a great time to look ahead and anticipate the next big marketing trend for 2020. Technology continues to advance at a rapid pace, so of course, you might think next year’s big marketing trend would focus on new technology. You’d be wrong. While the use of technology in data-driven marketing will certainly continue to be important in 2020, your overarching focus should be on people. Specifically, spending time improving your donors’ digital experiences.

donor relations, marketing planned gifts, charitable gift annuities, marketing corner

2 minute read