Guaranteed Simple Steps to Raise Planned Gifts
Upcoming SlideShare
Loading in...5
×
 

Guaranteed Simple Steps to Raise Planned Gifts

on

  • 1,218 views

"Guaranteed Simple Steps to Raise Planned Gifts" is a breakout session that shares facts and action items for fundraisers to close more planned gifts easier and faster. It reveals how going after ...

"Guaranteed Simple Steps to Raise Planned Gifts" is a breakout session that shares facts and action items for fundraisers to close more planned gifts easier and faster. It reveals how going after gifts that “anyone can make” – 85% of all planned gifts – is the most powerful strategy to grow your endowment during difficult times.

Statistics

Views

Total Views
1,218
Views on SlideShare
961
Embed Views
257

Actions

Likes
0
Downloads
13
Comments
1

1 Embed 257

http://nonprofitwebinars.com 257

Accessibility

Categories

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
  • Did you find this presentation helpful and would like to see more of our sessions? Feel free to register for any of our upcoming NonprofitWebinars sessions here: http://nonprofitwebinars.com/webinars/

    Also, we invite you to watch the video for this session here:
    http://www.slideshare.net/NonprofitWebinars/guaranteed-simple-steps-to-raise-planned-gifts-video
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Guaranteed Simple Steps to Raise Planned Gifts Guaranteed Simple Steps to Raise Planned Gifts Presentation Transcript

  • Guaranteed Simple Steps to Raise Planned Gifts Viken Mikaelian November 14, 2012A Service Of: Sponsored by:
  • INTEGRATED PLANNING Advising nonprofits in: www.synthesispartnership.com • Strategy • Planning (617) 969-1881 • Organizational Development info@synthesispartnership.comA Service Of: Sponsored by:
  • www.mission.doA Service Of: Sponsored by:
  • Today’s Speaker Viken Mikaelian CEO PlannedGiving.Com, VirtualGiving.ComAssisting with chat questions: Hosting:Jamie Maloney, Nonprofit Webinars Sam Frank, Synthesis PartnershipA Service Of: Sponsored by:
  • Marketing planned gifts is complex, expensive, timeconsuming and a pain in the gluteus maximus. 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Guaranteed Simple Steps to Raise Planned Gifts Viken Mikaelian CEO & Founder &1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Common SensePlanned Giving: Focus on gifts anyone can make. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • BequestsAppreciated StuffLife InsuranceIRAs | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • What is special aboutthese gifts?Do not affect cash flowEasy to give and receiveDo not require a lawyer | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Much has changedoverthe last 30 years: The way we marketand The patience of the The way we buy prospect | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • The traditional donor(older generation) gaveyou the money and left.They were very loyal. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • The new donor(younger generation)wants completeoversight. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Marketing thesegifts. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Stop telling theprospect we can’twait for him to die. Benefits vs. Features | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Stop talking toyourself. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Bequest,Bestow,Bequeath? | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Donor to VP:“ Is the Foundation on the ground floor or basement? ” | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • You can make a giftthat costs nothingduring your lifetime. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Did you know givingstock could be morebeneficial than givingcash? | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Did you know you canmake a gift and receiveguaranteed incomefor life? | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Did you know yourIRA could be taxed upto 70% if given toyour heirs? | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Do you have your ownelevator pitch? | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Remember …Keep yourcommunication fresh,upbeat and exciting. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • “ If I can show you a way to redirect your taxes to benefit your family, your community and our mission, will you give me a half an hour to discuss ” Jack Miller that with you? Pittsburgh History and Landmarks Foundation | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • What works. What doesn’t. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Planned Giving is notFundraising. Think Marketing, Sales and Relationships. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Don’t make yourprospect think. Less is More. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Social Media| 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Print Media | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Choose Your Right Prospects. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Micro-TargetingMost direct mail peoplefail to understand: Narrow your list and make it your focus. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Micro-TargetingNumber one predictor: Loyalty. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • US mail, not e-blasts,is still the preferred wayto receive information. 73% to 18% | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • The day I listen to theZoo about how torestructure our portfolio,I’ll send our broker thereto feed the elephants. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Avoid death brochures. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Solicitation letters.| 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Columns and Articles | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • “Having a Bad Heir Day?” Reason #27 for updating your will.| 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Public RelationsDonor stories motivateothers to give and generatesecond time gifts. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Never use one medium tomarket to your prospects. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • We think we’re specialand… we think we deserve a pass. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Unload NegativeAttitudes. The scarcity mindset. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • “In an effort to keep our costslow and use our resources toprovide more food, we havereduced the size of our AnnualReport. Please go to ourwebsite for a list of donors,volunteers and communitypartners.” | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • “We need the funds now tomaintain our property today.” | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Your donor hears:“Give us some bucks now totake us out of our misery.” | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • “We’re working onsupportingour future, so we cancontinuedoing what we do today,even better, tomorrow.” | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • “We’re waiting todevelop a formalprogram in order toproceed.” | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Treat your donors as friends and your prospects as donors. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • No one Googles Unitrusts First Thing in the Morning. Use common sensemarketing… it’s all about relationship and sales. | 1288 Valley Forge Road, Building #82 | Valley Forge, Pennsylvania 19460 | 800-490-7090
  • Find listings for our current season of webinars and register at: NonprofitWebinars.comA Service Of: Sponsored by: