https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will explain how fundraisers can persuade ‘powers that be’ that they should actively promote legacy giving, even (especially) now.
How to Create an Effective Legacy Case Statement to Get More GiftsBloomerang
https://bloomerang.co/resources/webinars/
Lori Kranczer will review why the legacy case statement is the foundation to your legacy program, how it shapes your communications and how to draft an effective one for your organization.
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
Marketing Bequests: The Delicate Art of Asking for That Final GiftBloomerang
https://bloomerang.co/resources/webinars/
Tom Ahern will teach you a proven way to elicit bequests from your current donors. He will tell you the right words, style, and tone to use.
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, we will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Learning Outcomes:
Explore current research on donor loyalty and retention
Understand the importance of donor lifetime value
Learn new donor communications techniques that get the second gift
Exploring Cryptocurrency: Introducing New Giving Methods to Your NonprofitBloomerang
This document discusses how nonprofits can explore cryptocurrency fundraising opportunities. It covers how major gift demographics are changing with more millennial donors and appreciated assets like cryptocurrency. It recommends adapting donor relations to accept cryptocurrency gifts through secure third parties. The document defines cryptocurrency and blockchain technology, discusses targeting existing crypto donors, and reviews options for crypto fundraising through self-custody, exchanges, or donation platforms. The overall message is that nonprofits can tap into cryptocurrency donors by implementing a professional and secure acceptance solution.
Best Practice Solutions for Recurring Donor Acquisition MysteriesBloomerang
https://bloomerang.co/resources/webinars/
Erica Waasdorp will show you how important recurring giving has become and how best to bring them in. With minimal time and effort but with the large focus these sustainable recurring donors deserve.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
How to Create an Effective Legacy Case Statement to Get More GiftsBloomerang
https://bloomerang.co/resources/webinars/
Lori Kranczer will review why the legacy case statement is the foundation to your legacy program, how it shapes your communications and how to draft an effective one for your organization.
Maximize Your Team and Database for Fundraising Success (AFP Hampton Roads 2021)Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
Marketing Bequests: The Delicate Art of Asking for That Final GiftBloomerang
https://bloomerang.co/resources/webinars/
Tom Ahern will teach you a proven way to elicit bequests from your current donors. He will tell you the right words, style, and tone to use.
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, we will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Learning Outcomes:
Explore current research on donor loyalty and retention
Understand the importance of donor lifetime value
Learn new donor communications techniques that get the second gift
Exploring Cryptocurrency: Introducing New Giving Methods to Your NonprofitBloomerang
This document discusses how nonprofits can explore cryptocurrency fundraising opportunities. It covers how major gift demographics are changing with more millennial donors and appreciated assets like cryptocurrency. It recommends adapting donor relations to accept cryptocurrency gifts through secure third parties. The document defines cryptocurrency and blockchain technology, discusses targeting existing crypto donors, and reviews options for crypto fundraising through self-custody, exchanges, or donation platforms. The overall message is that nonprofits can tap into cryptocurrency donors by implementing a professional and secure acceptance solution.
Best Practice Solutions for Recurring Donor Acquisition MysteriesBloomerang
https://bloomerang.co/resources/webinars/
Erica Waasdorp will show you how important recurring giving has become and how best to bring them in. With minimal time and effort but with the large focus these sustainable recurring donors deserve.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
Maximizing the Lifetime Value of Your Donors for Fundraising Success (AFP FL ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
The document discusses strategies for nonprofit organizations to create engaging and effective videos on a budget. It recommends focusing on three types of videos: 1) Personalized thank you or message videos sent directly to donors; 2) A library of short "mission moment" clips shared frequently on social media; 3) Professionally produced videos for specific purposes like fundraising campaigns. The key is to prioritize videos that show impact, build relationships with donors, and can be easily created using smartphone cameras or webcams. Planning, storytelling, and measuring outcomes are important for video success.
Where to Find Potential Donors to Support Your CauseBloomerang
https://bloomerang.co/resources/webinars/
Join fundraising master trainer, Chad Barger, CFRE, for a workshop focused on finding potential supporters for your nonprofit organization. Chad will review the best practices in fundraising prospect identification and provide practical tips for how small nonprofits can maximize their network.
https://bloomerang.co/resources/webinars/
Victoria Dietz will show you the proven steps to have meaningful conversations and build stronger relationships with your donors by keeping them engaged and properly setting expectations.
Retaining Your P2Peeps: Tips for Retaining Peer to Peer Donors and ParticipantsBloomerang
Retaining peer-to-peer fundraisers and donors is important for nonprofits. Repeat participants are more effective fundraisers who require less support. Most peer-to-peer donors give to support someone they know, so retaining these donors expands the nonprofit's donor base. The document provides tips for nonprofits to retain participants and donors through effective communication before, during, and after peer-to-peer fundraising events that makes them feel appreciated and informed about the impact of their contributions.
This document provides tips and strategies for retaining first-time donors based on research. It finds that 43.6% of first-time donors do not give a second gift. However, providing a fast personal thank you, such as within 48 hours, can increase the likelihood of a second gift by 4x. Other key factors that influence donor retention and commitment include the donor perceiving the organization is effective, knowing what to expect from communications, receiving timely thanks and impact reports, and feeling appreciated. The document recommends segmentation of donors and strong storytelling focused on outcomes to improve retention.
Garbage In = Garbage Out – Keeping Your Donor Database Healthy, Wealth, and WiseBloomerang
https://bloomerang.co/resources/webinars/
Robin L. Cabral, MA, CFRE will lead you through the why and how of creating your own database standards manual and processes to ensure that you are not leading your organization down the path of “Garbage In=Garbage Out.” Consider it your legacy to your organization’s future revenue.
Leveraging Social Media for Your Next Fundraising EventAbila
Abila, along with Darian Rodriguez Heyman of Social Media for Nonprofits and Laura Huddle of Eventbrite present a session about how Social Media Tools can be leveraged for Fundraising.
https://bloomerang.co/webinars-events/
In 2019, $449.64 billion was donated to charities in the US. Last year, giving increased more than 10% -- IN A PANDEMIC! AND - 80% of these contributions are made by people. Yet many nonprofits lose 1/3 of their donors each year. Are you ready to get off the treadmill (donors on... donors off... donors on... donors off...)?
One of the keys to building a successful individual giving program is by building and deepening rapport with your donors. This goes well beyond sending timely thank you notes and a quarterly newsletter. In this webinar, you'll learn the techniques you can use to solicit larger gifts from your donors, while deepening their loyalty to your organization.
5 “Must Do’s” for Year End Fundraising SuccessBloomerang
The document outlines 5 must-dos for non-profits before the end of the year for fundraising. The must-dos are: 1) humanize your mission, 2) creatively thank donors, 3) establish a thank you call system, 4) pay attention to who gives and when, and 5) start planning fundraising efforts for 2022. The document provides examples and tactics for each must-do to help non-profits strengthen donor relationships and increase donations.
Diamonds in Your Database - Navigate 2021Bloomerang
This document discusses strategies for identifying and cultivating potential major donors from an organization's existing donor database. It provides tips on focusing stewardship efforts on long-time loyal donors who have given consistently for 3-5+ years, monthly donors, volunteers who haven't yet donated, out-of-town donors, current/former service recipients, and others who show signals of higher capacity or engagement with the organization. The key message is that the best prospects are often hidden in plain sight in an organization's existing donor data, rather than relying solely on wealthy strangers.
What Fundraisers Can Do to Retain Year-End DonorsBloomerang
The document provides tips for nonprofit fundraisers to retain year-end donors. It recommends thanking year-end donors quickly and personalizing communications based on donor segmentation including past giving levels, channels, and interests. Personal touches like thank you calls can increase future donations. Fundraisers should have a communications plan to steward donors after their year-end gifts before soliciting future support.
Measure of Success: Creating Tools and Process to Report ImpactBloomerang
https://bloomerang.co/resources/webinars/
Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.
5 Coronavirus Fundraising Myths and Why They’ll Kill Your FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Andrea Kihlstedt will offer a different view and give you some practical advice on how to use this topsy-turvy time to raise money.
Donor Communication In The Wake of COVID-19Bloomerang
https://bloomerang.co/resources/webinars/
Join our special guest Rachel Muir, CFRE for a webinar dedicated to helping you and your organization navigate these turbulent times.
Anatomy of a Successful Fundraising Appeal: Make a Compelling Offer Your Dono...Bloomerang
https://bloomerang.co/resources/webinars/
Whether you’re an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics from Claire Axelrad, J.D., CFRE to get your appeal to the next level.
How to Overcome Fear, Intimidation and Imposter Syndrome to Raise More MoneyBloomerang
https://bloomerang.co/resources/webinars/
Emma Lewzey will identify the specific shifts you must make to raise more 5 and 6-figure gifts – without letting fear, intimidation or imposter syndrome get in your way.
Everything You Need to Know About Increasing Donor and Board Member Engagemen...Bloomerang
This document discusses increasing donor and board member engagement for nonprofit organizations. It presents that better engaging key stakeholders like donors and board members can significantly increase an organization's impact and sustainability. There are parallels between donor and board member engagement in areas like personal giving, volunteering, event attendance, and communications. Tracking engagement metrics and testing small changes can make a big difference. The document then discusses specific ways to track and measure donor and board member engagement through metrics like financial support, participation in events, volunteerism, and communications.
Major Gift Fundraising on a Shoestring BudgetBloomerang
The document outlines 10 foolproof steps for successful major gift fundraising on a shoestring budget. It discusses establishing major gift fundraising as a strategic priority, dedicating resources, determining the number of donors and prospects that can be actively managed, identifying and qualifying prospects, tiering the qualified portfolio, setting revenue goals, creating cultivation plans, and defining accountability. The 10 steps are: 1) stop making excuses, 2) make major gift fundraising a strategic priority, 3) deliberately dedicate resources, 4) determine number of donors that can be managed, 5) identify prospects to upgrade to major gifts, 6) qualify prospects, 7) tier the qualified portfolio, 8) establish revenue goals for prospects, 9) put cultivation plans in writing,
Before you get started fundraising, you need to understand donors - why they do or do not give. Then using stories to connect and communicate - online and offline. Once that is in place, leveraging the cost effective, high learning, easy to spread nature of online to infuse your fundraising becomes easier.
The Early Bird Guide to Epic End of Year FundraisingBloomerang
https://bloomerang.co/resources/webinars/
If you are ready to ride an epic wave of generosity with an airtight end-of-year fundraising strategy join our special guest Rachel Muir.
Maximizing the Lifetime Value of Your Donors for Fundraising Success (AFP FL ...Bloomerang
https://bloomerang.co/resources/speaking/
Within your donor database lies untold lifetime value. Unfortunately, many nonprofits fail to properly nurture and steward their donors, and are content with high acquisition and high churn.
Why let this enormous asset go underutilized?
In this session, we will cover the tenets of effective database management, no matter what program or vendor you use. We will show examples of best practices in data management, communication segmenting, engagement tracking and reporting in order to help your team work smarter, not harder.
Learning Outcomes:
Be familiar with data management techniques that maximize the capabilities of your database and increase productivity
Understand segmenting strategies lead to higher response rates from your donor communications
Learn how to generate meaningful reports that will impact your internal procedures
The document discusses strategies for nonprofit organizations to create engaging and effective videos on a budget. It recommends focusing on three types of videos: 1) Personalized thank you or message videos sent directly to donors; 2) A library of short "mission moment" clips shared frequently on social media; 3) Professionally produced videos for specific purposes like fundraising campaigns. The key is to prioritize videos that show impact, build relationships with donors, and can be easily created using smartphone cameras or webcams. Planning, storytelling, and measuring outcomes are important for video success.
Where to Find Potential Donors to Support Your CauseBloomerang
https://bloomerang.co/resources/webinars/
Join fundraising master trainer, Chad Barger, CFRE, for a workshop focused on finding potential supporters for your nonprofit organization. Chad will review the best practices in fundraising prospect identification and provide practical tips for how small nonprofits can maximize their network.
https://bloomerang.co/resources/webinars/
Victoria Dietz will show you the proven steps to have meaningful conversations and build stronger relationships with your donors by keeping them engaged and properly setting expectations.
Retaining Your P2Peeps: Tips for Retaining Peer to Peer Donors and ParticipantsBloomerang
Retaining peer-to-peer fundraisers and donors is important for nonprofits. Repeat participants are more effective fundraisers who require less support. Most peer-to-peer donors give to support someone they know, so retaining these donors expands the nonprofit's donor base. The document provides tips for nonprofits to retain participants and donors through effective communication before, during, and after peer-to-peer fundraising events that makes them feel appreciated and informed about the impact of their contributions.
This document provides tips and strategies for retaining first-time donors based on research. It finds that 43.6% of first-time donors do not give a second gift. However, providing a fast personal thank you, such as within 48 hours, can increase the likelihood of a second gift by 4x. Other key factors that influence donor retention and commitment include the donor perceiving the organization is effective, knowing what to expect from communications, receiving timely thanks and impact reports, and feeling appreciated. The document recommends segmentation of donors and strong storytelling focused on outcomes to improve retention.
Garbage In = Garbage Out – Keeping Your Donor Database Healthy, Wealth, and WiseBloomerang
https://bloomerang.co/resources/webinars/
Robin L. Cabral, MA, CFRE will lead you through the why and how of creating your own database standards manual and processes to ensure that you are not leading your organization down the path of “Garbage In=Garbage Out.” Consider it your legacy to your organization’s future revenue.
Leveraging Social Media for Your Next Fundraising EventAbila
Abila, along with Darian Rodriguez Heyman of Social Media for Nonprofits and Laura Huddle of Eventbrite present a session about how Social Media Tools can be leveraged for Fundraising.
https://bloomerang.co/webinars-events/
In 2019, $449.64 billion was donated to charities in the US. Last year, giving increased more than 10% -- IN A PANDEMIC! AND - 80% of these contributions are made by people. Yet many nonprofits lose 1/3 of their donors each year. Are you ready to get off the treadmill (donors on... donors off... donors on... donors off...)?
One of the keys to building a successful individual giving program is by building and deepening rapport with your donors. This goes well beyond sending timely thank you notes and a quarterly newsletter. In this webinar, you'll learn the techniques you can use to solicit larger gifts from your donors, while deepening their loyalty to your organization.
5 “Must Do’s” for Year End Fundraising SuccessBloomerang
The document outlines 5 must-dos for non-profits before the end of the year for fundraising. The must-dos are: 1) humanize your mission, 2) creatively thank donors, 3) establish a thank you call system, 4) pay attention to who gives and when, and 5) start planning fundraising efforts for 2022. The document provides examples and tactics for each must-do to help non-profits strengthen donor relationships and increase donations.
Diamonds in Your Database - Navigate 2021Bloomerang
This document discusses strategies for identifying and cultivating potential major donors from an organization's existing donor database. It provides tips on focusing stewardship efforts on long-time loyal donors who have given consistently for 3-5+ years, monthly donors, volunteers who haven't yet donated, out-of-town donors, current/former service recipients, and others who show signals of higher capacity or engagement with the organization. The key message is that the best prospects are often hidden in plain sight in an organization's existing donor data, rather than relying solely on wealthy strangers.
What Fundraisers Can Do to Retain Year-End DonorsBloomerang
The document provides tips for nonprofit fundraisers to retain year-end donors. It recommends thanking year-end donors quickly and personalizing communications based on donor segmentation including past giving levels, channels, and interests. Personal touches like thank you calls can increase future donations. Fundraisers should have a communications plan to steward donors after their year-end gifts before soliciting future support.
Measure of Success: Creating Tools and Process to Report ImpactBloomerang
https://bloomerang.co/resources/webinars/
Marie Palacios will explain what donors want to know, why it is crucial, and how to share your past achievements, so donors contribute to your future goals.
5 Coronavirus Fundraising Myths and Why They’ll Kill Your FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Andrea Kihlstedt will offer a different view and give you some practical advice on how to use this topsy-turvy time to raise money.
Donor Communication In The Wake of COVID-19Bloomerang
https://bloomerang.co/resources/webinars/
Join our special guest Rachel Muir, CFRE for a webinar dedicated to helping you and your organization navigate these turbulent times.
Anatomy of a Successful Fundraising Appeal: Make a Compelling Offer Your Dono...Bloomerang
https://bloomerang.co/resources/webinars/
Whether you’re an old pro and just want some new tips, or you’re writing your appeal letter for the first time, you’ll find killer strategies and tried-and-true tactics from Claire Axelrad, J.D., CFRE to get your appeal to the next level.
How to Overcome Fear, Intimidation and Imposter Syndrome to Raise More MoneyBloomerang
https://bloomerang.co/resources/webinars/
Emma Lewzey will identify the specific shifts you must make to raise more 5 and 6-figure gifts – without letting fear, intimidation or imposter syndrome get in your way.
Everything You Need to Know About Increasing Donor and Board Member Engagemen...Bloomerang
This document discusses increasing donor and board member engagement for nonprofit organizations. It presents that better engaging key stakeholders like donors and board members can significantly increase an organization's impact and sustainability. There are parallels between donor and board member engagement in areas like personal giving, volunteering, event attendance, and communications. Tracking engagement metrics and testing small changes can make a big difference. The document then discusses specific ways to track and measure donor and board member engagement through metrics like financial support, participation in events, volunteerism, and communications.
Major Gift Fundraising on a Shoestring BudgetBloomerang
The document outlines 10 foolproof steps for successful major gift fundraising on a shoestring budget. It discusses establishing major gift fundraising as a strategic priority, dedicating resources, determining the number of donors and prospects that can be actively managed, identifying and qualifying prospects, tiering the qualified portfolio, setting revenue goals, creating cultivation plans, and defining accountability. The 10 steps are: 1) stop making excuses, 2) make major gift fundraising a strategic priority, 3) deliberately dedicate resources, 4) determine number of donors that can be managed, 5) identify prospects to upgrade to major gifts, 6) qualify prospects, 7) tier the qualified portfolio, 8) establish revenue goals for prospects, 9) put cultivation plans in writing,
Before you get started fundraising, you need to understand donors - why they do or do not give. Then using stories to connect and communicate - online and offline. Once that is in place, leveraging the cost effective, high learning, easy to spread nature of online to infuse your fundraising becomes easier.
To be a donor-centric fundraiser requires an understanding of how donors make decisions. If you know what encourages/discourages giving, you can hugely influence donor choices. Fundraising psychology is an emerging field, based on groundbreaking research from Robert Cialdini, Daniel Kahneman and others.
Claire Axelrad will share some of her favorite “tricks” to help you connect with triggers most likely to influence would-be donors to say “yes” to your fundraising offers. They’re not manipulations; just smart, research-based tools you could be using to improve messaging and calls to action.
This document summarizes a presentation by Jay Love on secrets to successful donor communications. The presentation outlines 9 secrets: 1) aim for "mental nods" from the reader, 2) focus on the donor not the organization, 3) make donors the solution to a problem, 4) keep the first paragraph short, 5) include multiple asks, 6) avoid boring the reader, 7) know the single most important thing to convey, 8) get donors invested in a cause, and 9) use colloquial language. The goal of communications is to have a brief persuasive conversation to earn a gift for the organization's cause.
The document discusses the benefits of including sharing and philanthropy as part of one's financial plan. It notes that sharing can provide happiness, pride, and a sense of purpose. The document recommends starting to share and volunteer from a young age. It provides examples of organizations for teens to get involved with through donations, volunteering, or microloans. Overall, the document encourages teens to find causes they care about and begin sharing their time, money, or talents.
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
This document discusses planned giving opportunities for museums through bequests and other planned gifts as part of an upcoming transfer of wealth. It provides an overview of giving trends in the US, the amounts of wealth expected to be transferred between generations in the coming decades, and how different generations approach philanthropic giving. The document then discusses strategies for launching a planned giving program, overcoming challenges, identifying prospective donors, gift types and their tax benefits, and opportunities involving bequests, life insurance, retirement plans, and charitable gift annuities. Experts provide insights on these various planned giving tools and how nonprofits can utilize them.
This document provides guidance to families on establishing a multi-generational family philanthropy strategy. It discusses identifying the family's purpose and shared values in giving, finding inspiration for causes to support, focusing philanthropic efforts, making decisions and maintaining communication. The goal is to engage family members across generations and ensure the continuity of charitable goals over time through a deliberate approach to family philanthropy.
What Drives Giving: The Heart or Brain: Major Gifts, Planned Gifts & Donor Retention was presented at the 2023 Nonprofit Academy in St Mary's PA and focuses on the power the heart plays in Major Gifts and Planned Giving through conducted research and the personal experience of Gary Bukowski in his fundraising effort to make a difference in Higher Education, with Intellectually Challenged Individuals and most recently at Sarah A Reed Children's Center with children with behavioral challenges. Six donor case studies are reviewed. Recent research is used from the recent book The Embodied Mind by Thomas Verny MD and recent fundraising research. Plus, the author has provided a plethora of resources for the fundraising professional to help them in developing a major gift and planned giving program or enhance their present efforts.
This publication is a collaborative effort of the Waterloo-Wellington LEAVE A LEGACY™, a program of the Canadian Association of Gift Planners (CAGP-ACPDP™), to provide valuable information to the readers on planned gifting and charitable giving.
Major Gift Fundraising Done EASILY (DSAIA 2015)Bloomerang
This document discusses major gift fundraising and how to approach it from the donor's perspective. It emphasizes that major gift fundraising should be done easily and focus on engaging and retaining donors over time through personalized communications, stewardship plans, and making donors feel appreciated and connected to the organization's mission. Cultivating long-term donor relationships through volunteer opportunities, events, and showing donors the impact of their gifts is key to major gift success.
The document provides guidance on how to effectively fundraise for the Otschodela Council's capital campaign. It outlines three key components to develop for fundraising asks: 1) Become comfortable with fundraising by viewing it positively, 2) Create personalized solicitation strategies by finding connections between donors and the organization, and 3) Set the stage for productive dialogue by structuring meetings to make donors feel valued. Specific tips are provided for running solicitation meetings, including introducing yourself, actively listening to donors, presenting the organization's case, making the funding ask, and following up after meetings. The overall message is that human connection is important for inspiring philanthropy.
This document discusses several myths about fundraising and donor engagement. It debunks the myths that sending thank you letters is a waste of time, that mailing donors too often will drive them away, and that people need concrete facts and figures to persuade them to donate. It presents evidence that timely thank you's are important to donor commitment, frequent mailings do not negatively impact donors, and emotional stories about individuals can be more effective at inspiring donations than statistics.
The document discusses myths and facts related to planned giving. It notes that while cash is important for current operations, the vast majority of wealth in the US is not held as cash. Planned gifts can help non-profits build endowments to support long-term sustainability. While planned gifts may take years to mature, they provide significant support and reach loyal donors who want to make a large impact. The document advocates for starting simple planned giving programs and partnering with professionals to help facilitate more complex gifts.
Greg Warner from MarketSmart joins to share more about engagement fundraising and how you can use it to raise more funds from major donors and legacy gifts.
The Architecture of Major Donor CultivationUpStartBayArea
This document provides an overview of strategies for developing a major donor cultivation program. It begins by defining major gifts and outlining the benefits of individual major gift fundraising. It then discusses identifying and prioritizing prospective major donors by considering factors like existing donations, capacity to give, and alignment with the organization's mission. The document also covers cultivating donors through activities like small events, site visits, volunteering, and personalized communications. It provides guidance on when donors are ready to be solicited for major gifts and how to structure gift levels. The goal is to leave attendees with concrete ideas to quickly implement major gift fundraising.
This document provides an overview of legacy giving and outlines a building blocks approach to establishing a legacy giving program. It defines legacy giving as conveying one's values through future charitable gifts. Legacy gifts can be as simple as changing a beneficiary form or more complex like a will or trust. While only 1 in 10 leave a gift to charity, legacy giving is an important opportunity as it has low fundraising costs and increases other donations. The building blocks approach promotes sustainable legacy giving through mission alignment, leadership engagement, identifying prospects, stewarding relationships, communications, and program planning.
The document provides information on planned giving and strategies for marketing planned gifts. It defines planned gifts as larger, more personal gifts that often involve estate or tax planning. The key points are:
1. Planned giving prospects tend to be loyal donors, not necessarily wealthy. Loyalty is a better indicator than other factors.
2. Marketing should target loyal donors through personalized direct mail, websites, and phone calls to identify planned gift opportunities and increase planned gifts.
3. Stewarding planned gift donors with recognition programs keeps them engaged and more likely to recommend the organization to others.
Everything You Need To Know About Creating and Maintaining Donor RelationshipsBloomerang
Join Sandy Rees and our own Jay Love for a discussion on donor relationships. This free, 60-minute webinar will focus on attracting and creating donor relationships, as well as best practices for nurturing and retaining those donors. You will finish the hour with at least five ideas to put into immediate action!
About Sandy Rees:
Sandy Rees is a fundraising coach and consultant with a passion for showing small nonprofit organizations how to raise more money, strengthen their Boards, and build relationships with donors. She's also a mentor and coach to other nonprofit consultants who want to learn to build a business using passive and leveraged income. You can learn more about her at http://www.sandyrees.com.
This document provides an overview of major gift fundraising from the donor's perspective. It discusses engaging donors through understanding their lives, finding ways for them to be involved, calculating engagement levels, using donor data intelligently, asking donors at the right time and in the right way, and focusing on building long-term donor relationships and legacies. The presentation emphasizes personalizing communications, keeping the donor as the central focus, and striving for continuous self-improvement in fundraising practices.
Similar to How To Talk About Legacy Giving Without Seeming Creepy (20)
0311 National Accounts Online Giving Trends.pdfBloomerang
James Goalder presented on best practices for raising more online donations. He discussed exploring the donation experiences of 500 nonprofits and key insights. Some important findings included personalizing thank you communications, making the donation process easy, and engaging donors through storytelling and opportunities to get involved. Practical tips included thanking donors quickly, inviting them to events, and asking for recurring gifts to increase retention and fundraising. The presentation provided actionable strategies for nonprofits to improve the donor experience and drive more online giving.
How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
This document provides tips and strategies for building an effective fundraising board. It discusses that executive directors are leaving nonprofits due to challenges with fundraising and boards. The most powerful form of fundraising ask is a peer ask from current board members. Top tips for board fundraising include creating a rapid response donor acknowledgement committee and ensuring donors are thanked by a board member within 48 days to increase donor value by 50%. Key tools for board development include a board member agreement, board matrix, consent calendar, annual survey with personal development plans, and defining executive job descriptions and committee charters. An organizational dashboard with key performance indicators can help boards track progress across operations, programs, and other metrics.
Donations and Pledges Part 2_BLG Build.pdfBloomerang
This document provides a summary of a Bloomerang Academy webinar on donations and pledges. It discusses the differences between pledges and recurring donations, how to create and edit pledges and add pledge payments, how to handle payment failures, and how to refund or delete transactions. It also covers splitting donations, pledge and recurring donation reports, and creating pledge and recurring donation reminders. Resources for more information on these topics from the Bloomerang knowledgebase are provided at the end.
The document provides tips on how nonprofits can raise more online donations. It summarizes the results of a study where $25 donations were made to 400 organizations to analyze their donation experiences. Key findings include that donors are more likely to give again if they receive a timely thank you, feel appreciated, and know how their donation is used. The document recommends making donations easy, providing impactful stories, personalizing communications, calling donors, inviting involvement through volunteering, and asking for recurring gifts. Practical tips shared include using payment options donors prefer, customizing receipts and thank yous, and engaging donors through newsletters, calls, and events.
Donations and Pledges Part 1_BLG Build.pdfBloomerang
This document summarizes a Bloomerang Academy webinar on donations and pledges. It covered key terms like donations, pledges, recurring donations and soft credits. It explained how to set up transactions in Bloomerang including custom fields, payment processors and automatic receipts. It provided examples of typical donation, pledge and recurring donation entries. It also gave an overview of how to run transaction reports and filters donors and transactions. Resources mentioned included the Bloomerang knowledgebase and support portal.
Bloomerang Scaling New Heights_ Tailored Strategies for Securing Your Next-Le...Bloomerang
The document provides guidance on preparing for and securing major gifts, including establishing organizational readiness, identifying ideal donor profiles, addressing common challenges, and utilizing a framework called the "FUNDS Cycle" to find, understand, nurture, discuss, and support major donors. It also outlines best practices for building major gift proposals, securing appointments with major gift prospects, conducting effective visits, and leveraging tools and resources to strengthen major giving programs.
Kindful to Bloomerang Webinar slides .pdfBloomerang
This webinar provided information about upgrading from Kindful to Bloomerang. Bloomerang offers additional features like more robust data management, built-in email capabilities to replace MailChimp and Constant Contact, unlimited custom fields, householding/relationship tracking, tribute fields and letters, and volunteer management add-ons. The presentation covered these upgraded features and capabilities. Attendees were polled at the end about their interest and timeline for potentially upgrading.
Bloomerang - Get More Major Gifts From Donors Already Around You.pdfBloomerang
The document discusses that it is more costly to acquire new major donors than the amount they donate. It is easier and more cost effective to upgrade existing mid-level donors who are giving just below the major donor threshold to become major donors through cumulative gifts over time. The document recommends organizations focus on upgrading these "diamonds in the rough" by reviewing donor segments, communicating consistently with impactful stories, matching donor interests to organizational needs, and directly asking for increased support.
This document discusses strategies for making donors feel appreciated after making a donation. It emphasizes that the donor experience is emotional and outlines a donor journey framework of committing, affirming, aligning, assessing, activating, and advocating for donors before, during, and after their donation. It stresses personalizing touchpoints like the donation receipt and thank you notes to make donors feel valued and counter post-donation doubts. Automating some follow-up can help, but personalization and timely responses are important to engage donors and reduce attrition rates.
02.22.2024 Email Options in Bloomerang.pdfBloomerang
This document provides an overview of an upcoming webinar on integrating Constant Contact with Bloomerang. It includes an agenda for the webinar covering connecting the Constant Contact account, establishing sync rules, how the integration works, sending emails and getting insights in Bloomerang, and a demo. It also introduces the presenter and provides resources for attendees.
The document provides guidance on creating an actionable fundraising plan. It emphasizes the importance of planning and having the full team involved. The speaker outlines steps to take in planning, including defining goals, strategies, and tactics; sorting the pieces into buckets; and connecting everything together into a cohesive plan. Turning the vision into action requires determining why specific tactics are used, when they will occur, who is responsible, and how each piece will be executed. An effective plan finds the right balance of detail to inform the team and allow for flexibility. A customer relationship management system can help implement the plan through tasks, tools for various functions, and metrics to track success.
James Goalder presented best practices for raising more online donations based on analyzing 400 nonprofits' donation experiences. Key findings included making the donation process easy, engaging donors through personalized communication and impact stories, and retaining donors by promptly thanking them and inviting their continued involvement through volunteering, recurring gifts, and events. Practical tips included telling compelling stories, giving donors opportunities to get involved, asking for recurring gifts, using donor segmentation for tailored messages, and launching a travel program to generate donations. The presentation emphasized the importance of retaining existing donors through ongoing engagement and communication.
Communications Trends for Fundraising Success in 2024.pdfBloomerang
The document provides recommendations for nonprofit communications trends in 2024 that will lead to fundraising success. It recommends that nonprofits focus on building email lists, streamlining their tech stack, attracting supporters with content offers, automating marketing wherever possible through techniques like drip campaigns and triggered emails, segmenting lists and personalizing outreach, and experimenting with AI tools.
Database Set Up Basics Bloomerang AcademyBloomerang
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1) Why clean and healthy data is important for effective fundraising and reducing costs
2) Best practices for setting up organization settings, funds, campaigns, appeals, and user permissions
3) Tools for avoiding and fixing duplicate records and segmenting donor lists
4) Utilizing custom fields, bulk update/delete functions, and other resources to maintain a clean database
This document provides a summary of a Bloomerang Academy webinar on database management. The webinar covered:
1. Why clean data matters for effectively targeting constituents, ensuring a single constituent view, and increasing ROI.
2. Establishing data policies and procedures, including who has access to the database and required training.
3. Best practices for recurring database maintenance like running regular reports and removing unused custom fields and data.
4. The importance of succession planning for institutional knowledge like creating user guides and identifying backups.
Leading With Impact: Looking Ahead at 2024 Trends in LeadershipBloomerang
Kishshana brings a wealth of experience from both nonprofit and corporate realms, offering a unique perspective that is both relatable and transformative. Learn about the synergies and distinctions between these two spheres and how you can leverage these insights for greater impact.
Google & Yahoo's Email Update: Your Must-Do ChecklistBloomerang
Google & Yahoo have new rules to prevent spam, and these rules went into effect on February 1. Here’s what you need to know and do to make sure the emails you send continue to reach your supporters.
This document summarizes a webinar about creating effective annual reports for nonprofits. The webinar discusses the purpose of annual reports, key components to include, how to highlight social impact metrics, tailoring reports to specific donor types, effective marketing strategies, and how donor management systems can help track relevant data. The presenter emphasizes including impact metrics, stories of transformation, financial performance, programs, and clear calls to action to motivate donors and raise more funds.
Copy of PayPal Course - Academy Slide Deck 2024.pdfBloomerang
This document provides an overview of a Bloomerang Academy webinar on digital wallets. It begins with welcoming remarks and housekeeping details. Then it introduces the speaker and defines digital wallets as a convenient way for donors to make payments. The bulk of the document focuses on why nonprofits should offer PayPal and Venmo, including their large user base and ability to increase conversions and recurring donations. It provides a brief demo on how to enable PayPal and Venmo donations in Bloomerang in 5 minutes. Additional resources are shared at the end.
Strategic Planning The PROCESS Handout 2024.pdfBloomerang
The document discusses the importance of strategic planning for non-profits, providing an overview of the strategic planning process including defining a plan, securing buy-in, identifying stakeholders, conducting an environmental scan, creating a multi-year plan, and tips for an effective process. It is a presentation from the consulting group Funding for Good on how to develop a strategic plan that produces results for an organization.
The Power of Community Newsletters: A Case Study from Wolverton and Greenleys...Scribe
YOU WILL DISCOVER:
The engaging history and evolution of Wolverton and Greenleys Town Council's newsletter
Strategies for producing a successful community newsletter and generating income through advertising
The decision-making process behind moving newsletter design from in-house to outsourcing and its impacts
Dive into the success story of Wolverton and Greenleys Town Council's newsletter in this insightful webinar. Hear from Mandy Shipp and Jemma English about the newsletter's journey from its inception to becoming a vital part of their community's communication, including its history, production process, and revenue generation through advertising. Discover the reasons behind outsourcing its design and the benefits this brought. Ideal for anyone involved in community engagement or interested in starting their own newsletter.
Presentation by Rebecca Sachs and Joshua Varcie, analysts in CBO’s Health Analysis Division, at the 13th Annual Conference of the American Society of Health Economists.
FT author
Amanda Chu
US Energy Reporter
PREMIUM
June 20 2024
Good morning and welcome back to Energy Source, coming to you from New York, where the city swelters in its first heatwave of the season.
Nearly 80 million people were under alerts in the US north-east and midwest yesterday as temperatures in some municipalities reached record highs in a test to the country’s rickety power grid.
In other news, the Financial Times has a new Big Read this morning on Russia’s grip on nuclear power. Despite sanctions on its economy, the Kremlin continues to be an unrivalled exporter of nuclear power plants, building more than half of all reactors under construction globally. Read how Moscow is using these projects to wield global influence.
Today’s Energy Source dives into the latest Statistical Review of World Energy, the industry’s annual stocktake of global energy consumption. The report was published for more than 70 years by BP before it was passed over to the Energy Institute last year. The oil major remains a contributor.
Data Drill looks at a new analysis from the World Bank showing gas flaring is at a four-year high.
Thanks for reading,
Amanda
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New report offers sobering view of the energy transition
Every year the Statistical Review of World Energy offers a behemoth of data on the state of the global energy market. This year’s findings highlight the world’s insatiable demand for energy and the need to speed up the pace of decarbonisation.
Here are our four main takeaways from this year’s report:
Fossil fuel consumption — and emissions — are at record highs
Countries burnt record amounts of oil and coal last year, sending global fossil fuel consumption and emissions to all-time highs, the Energy Institute reported. Oil demand grew 2.6 per cent, surpassing 100mn barrels per day for the first time.
Meanwhile, the share of fossil fuels in the energy mix declined slightly by half a percentage point, but still made up more than 81 per cent of consumption.
Disampaikan pada FGD Kepmen Pertahanan tentang Organisasi Profesi JF Analis Pertahanan Negara
Jakarta, 20 Juni 2024
Dr. Tri Widodo W. Utomo, SH. MA.
Deputi Bidang Kajian Kebijakan dan Inovasi Administrasi Negara LAN RI
Presentation by Julie Topoleski, CBO’s Director of Labor, Income Security, and Long-Term Analysis, at the 16th Annual Meeting of the OECD Working Party of Parliamentary Budget Officials and Independent Fiscal Institutions.
Causes Supporting Charity for Elderly PeopleSERUDS INDIA
Around 52% of the elder populations in India are living in poverty and poor health problems. In this technological world, they became very backward without having any knowledge about technology. So they’re dependent on working hard for their daily earnings, they’re physically very weak. Thus charity organizations are made to help and raise them and also to give them hope to live.
Donate Us:
https://serudsindia.org/supporting-charity-for-elderly-people-india/
#oldagehome, #donateforeldersinkurnool, #donateforelders, #donationforelders, #donateforoldpeople, #donationforoldpeople, #sponsorforelders, #sponsorforoldpeople, #donationforcharity, #charity, #seruds, #kurnool, #donateforoldagehome, #oldagehomedonation
How To Talk About Legacy Giving Without Seeming Creepy
1. How to Talk about Legacy Giving
Without Seeming Creepy
1
Easy-to-Implement Strategies for
Nonprofits of Any Size
Claire Axelrad, J.D., CFRE
Principal
Clairification
2. How challenging is it to live under the yoke of having to raise
your entire budget – every single year – starting from
scratch?
Time to do something about it!
• How to persuade ‘powers that be’ you should actively promote
legacy giving, even (especially) now.
• Why legacy giving is not just for rich people.
• How to un-complicate legacy giving – for you and your donors.
• How to measure success.
• Simple legacy giving strategies any nonprofit can adopt right away.
#Clairificationschool @charityclairity
2
What We’ll Cover Today
3. Number of people who make gifts to
charity during their lifetimes?
70%!
Number of people who leave a
bequest?
6%
Why the disparity?
#Clairificationschool @charityclairity 3
Why Do You Leave a Legacy?
Data: Giving USA and Dr. Russell James
4. 1. Have to be asked.
2. Have to be shown it’s a good idea.
3. Have to see others they respect doing it.
#Clairificationschool @charityclairity
4
To Seriously Consider Leaving a Legacy, Donors…
5. Who am I?
30 years in-the-trenches development staff leader helping raise
millions for such organizations as San Francisco Food Bank, Jewish Family
and Children’s Services, Jewish Community Center, California School of
Professional Psychology, and San Francisco Conservatory of Music.
10 years nonprofit fundraising/marketing coach, consultant
and principal Clairification School.
AFP Fundraiser of the Year.
Best Nonprofit Blog – Fundraising Success Magazine.
Speaker: ADRP; AFP; ALDE; American Bar Association;
Development Executives Roundtable, Foundation Center;
Fundraising Summit; Leadership Summit; NAYDO; Progressive
Business Conferences; U. S. Olympics Committee.
Regular Contributor: Bloomerang, Candid/Guidestar; Network for
Good, Nonprofit Pro.
Claire Axelrad, J.D., CFRE
Follow me:
www.clairification.com
Claire@clairification.com
Twitter @charityclairity
5
6. Part of the Circle of Life
• No one likes to face their mortality.
• Yet everyone knows no one escapes death.
• Legacy giving is not about death and dying.
• Legacy giving is about life and living.
• And people know: you can’t take it with you.
• Whether death is a subject folks want to talk
about, it’s on their minds. Especially now.
#Clairificationschool @charityclairity 6
7. Why it’s Not Creepy
to Talk about Legacy Giving
• Truth: No one is immune from death.
• General rule: Tap into what donors
are worried about, especially if you can
help!
• When you assume on others’ behalf,
you do no one any favors.
• Did you know? Online searches for
“how to create a will” doubled to
tripled during the pandemic!
#Clairificationschool @charityclairity 7
8. Death is as Natural as Birth
#Clairificationschool @charityclairity 8
It’s inevitable, sooner or later.
We all hope for later.
At times in life, it’s more top of mind.
• 88.7% of donors think it’s
appropriate for you to ask
for legacy gifts.*
*Study by Dr. Adrian Sargeant and Elaine Jay
9. Let’s Talk about Planting
for Future Generations
Imagine if past generations had left
a legacy endowment from which
your organization could now be
drawing upon.
Perhaps you’re fortunate enough
they did!
If not, it’s your turn.
#Clairificationschool @charityclairity 9
“We plant trees not for ourselves, but for the future
generations.” -Caecilius Statius, 220-168 B.C.
10. Putting off Legacy Giving is
Fiscally Irresponsible
#Clairificationschool @charityclairity 10
Checking Account
aka Annual Giving
Savings Account
aka Legacies or Endowment Income
Hand-to-Mouth Rainy Day Fund
Vs.
11. Legacy Program Case for Support
• Agree on need to exist far into the future?
• Mission; values
• Vision
• Do people trust you?
File financial report; 990
Annual audit
• Can you articulate projected revenue gap
between expenses and income?
• 10-year horizon
• % supported by contribution revenue
#Clairificationschool @charityclairity
11
13. Signs Pointing to “GO!”
Why a legacy program should be a no-brainer
#Clairificationschool @charityclairity 13
• Loyal donors = you’ve got prospects.
• Prospects = “major gifts.”
• ROI = high.
• ROI spills over to annual giving.
• Easy giving options are available.
• Tough times > increased giving.
14. Legacy Programs Enable Income Stream
Diversification
#Clairificationschool @charityclairity 14
• Competition for philanthropic $$
has intensified.
• What if you set aside a piece of
your annual funding pie as:
• bequest expectancies?
• investment income?
15. What Happens When You Promote Legacy
Giving, Reminding People of Own Mortality?
#Clairificationschool @charityclairity 15
• Experimental psychology field, “Terror
Management Theory” reveals death is
a problem
• 2 ways people respond*:
• Approach
• Avoidance
• Key contributor to well-being: sense of
meaning
• It’s increasingly understood: giving is
good for people
*See Legacy Fundraising: The Best or Worst of Times?
Dr. Russell James and Michael Rosen
16. Impact on Donors and Your ROI
#Clairificationschool @charityclairity 16
Approach
• “Death happens to all of us.”
• Will consider offer to perpetuate
values or memorialize a loved one.
Enhanced Approach
• “Death is happening all around me!”
• Will act now, before it’s too late, to
enhance sense of control.
Avoidance
• “It’s not happening to me.”
• Won’t leave legacy now; won’t stop
current giving.
Enhanced Avoidance
• “I have to take care of myself.”
• Won’t engage; reminders of own
mortality diminish generosity to
others.
• Won’t stop current giving.
Risk: Low to High
Reward:
Low to High
Interest:
High to Low
Low Risk/High Reward High Risk/High Reward
Low Risk/Low Reward High Risk/Low Reward
1 2
3 4
How People Confronted with their Mortality Respond: Approach/Avoidance
Reluctance
to think
about death
17. People Wonder: What Will My Legacy Be?
#Clairificationschool @charityclairity 17
• Many legacy gifts are not complicated.
• My favorite questions to ask donors:
What legacy would you like to leave the world?
or
What would you like to see in the
autobiography of your life?
vs.
Where would you like your money to go after
you die?
Encourage donors to think
about perpetuating their values.
18. Just Be Your Donor’s Philanthropic Guide
#Clairificationschool @charityclairity 18
• It’s your job –privilege – to talk
w/donors about things that bring
them joy, not worry.
• What could be more joyful than
leaving a legacy to perpetuate
their values?
• Simple strategies don’t require a
big investment of staff time and
resources.
Which donors? You say you don’t
know any…?
19. Legacy Giving is Not Just for Rich People
#Clairificationschool @charityclairity 19
• Most legacy donors are not
current major givers.
• Consistent modest donors
• Loyal volunteers
• Unknown to you
• Most legacy gifts are largest
charitable gift donor will make.
20. Let Folks Know You’re ‘Open for Business’
#Clairificationschool @charityclairity 20
• Let folks know you do this!
• You don’t need to go to tax
school.
• You do need to commit to
assuring the donor’s wishes
are fulfilled.
• Accepting a bequest or
beneficiary designation gift is
simple.
You’ve
got a
bequest!
Pinkie
Esq.
21. How it Works
#Clairificationschool @charityclairity 21
• Attorney (Advisor) informs you of gift.
• Attorney (Advisor) walks you through what you need
to do.
• If a bequest, they’ll talk to you about probate process
and give you ballpark idea of how much you’ll
receive.
• You ask for time frame to know when to expect
payment.
• You make note of this in file or calendar.
• You call advisor back to check in if you’ve not heard
back.
You may want to call proactively when Legacy
Society donor gifts mature.
22. Use Terminology Everyone Can Understand
#Clairificationschool
@charityclairity 22
Easy-to-Create Legacy Gifts
• Bequest in a will or living trust.
• Charitable beneficiary of savings,
checking, pension or IRA account.
• Charitable beneficiary of insurance
policy.
• Gift of unneeded insurance policy.
Other Common Legacy Gifts
• Beneficiary of a charitable gift
annuity established with a
community foundation.
• Remainder beneficiary of a life-
income trust (unitrust, annuity trust
or lead trust).
Will planning” vs.
“Estate planning”
Most legacy gifts come from
bequests
“Legacy giving” vs.
“Planned giving”
All significant gifts are
planned -- both “outright” and
“deferred.”
Some are earmarked for
“endowment, some are not.
Values based, not
process based
Outcomes, not vehicles
23. 6 Legacy Giving Strategies for ANY Nonprofit
#Clairificationschool @charityclairity 23
1. Create Basic Marketing Collateral
Messaging
2. Showcase Outcomes Legacy
Gifts Make Possible
3. Profile Legacy Donors in
Newsletters
4. Include Legacy Giving Info on
Website
5. Send an Annual Letter about
making a legacy gift
6. Develop Volunteer Engagement
Opportunities
24. 1. Create Basic Marketing Collateral Messaging
#Clairificationschool @charityclairity 24
WHERE
• Outer envelopes
• Email signatures
• Business cards
• Letterhead
• E-news or blog
• Annual report recognition
pages
• Other donor recognition listings
• Social media
• Website donation pages
• Website legacy donation pages
• Brochure
• Advertising
• Wherever else you can think of
• No single demographic
• Life cycle events dictate
timing people are receptive
• Look at loyalty
• Look at grateful users
• Look at predictive modelling
(if you have it)
WHERE WHO
WHAT
25. What Will Your Legacy Be?
#Clairificationschool @charityclairity
25
27. 2. Showcase Outcomes Legacies Make Possible
#Clairificationschool @charityclairity 27
Create Awareness of Legacy
Giving Impact…
Share Values Enacted
Feeding the hungry
Welcoming the stranger
Caring for the sick
Pursuing justice
Ending violence
Creating tolerance
Tell Stories about
Accomplishments
28. 3. Profile Legacy Donors in Newsletters
#Clairificationschool @charityclairity 28
• Show legacy giving is not just for
the rich.
• Use concrete examples as ‘social
proof.’ Here’s the story of:
A widow who gave a $10K insurance
policy in memory of her deceased
husband
A retired teacher who made our
charity beneficiary of a $250K savings
account
A couple with childrenwho’ve decided
to leave a $1 million bequest in their
wills
Easy to adapt for e-news
29. 4. Include Legacy Giving Info on Website
#Clairificationschool @charityclairity 29
Under “Ways to Give” or “Donate”
• SHOW outcomes: Use videos; photos
• TELL benefits, not giving vehicles:
Tangible benefits
• “Income for Life” or “Retirement Income”
vs. “Charitable Remainder Trusts”
• Tax benefits
Intangible benefits
• Perpetuating personal values
• Lasting social benefit
• Giving back
36. Bonus Tip: Make it Easy to Reach You
#Clairificationschool @charityclairity 36
Include links
to relevant pages
• Suggested bequest language
• Other simple legacy gifts
• Outcome stories
• Donor stories
Include name of a
real person
• Not a generic director of
development or planned
giving officer
38. How to Measure Success
#Clairificationschool @charityclairity 38
Per recent survey of wills reported by
the Chronicle of Philanthropy you only
need 12 – 13 donors making a bequest
to reap $1 million.
Broadly promote the benefits of legacies:
• Happiness
• Wellbeing
• Sense of autonomy and power
• Purpose and meaning
• Even tax and income benefits
The seeds you plant add up
39. Asking + Cultivation Makes a Difference
#Clairificationschool @charityclairity 39
• Donors who received a letter directly asking for
a bequest were 17X more likely to give than
donors who were not asked.
• Donors who were asked and thanked gave
twice as much as those who were not
thanked.
• Donors who were cultivated (notes, letters,
visits, etc.) after the thank-you gave 3 to 4X as
much.
• 70% of donors who made ‘planned gifts’ did so
because they were asked.
Research from Partnership for Philanthropic Planning;
Dr. Russell James and Greg Warner, MarketSmart
40. Legacy Giving Building Blocks
READINESS CHECKLIST
Mission: How will legacy giving strengthen your
mission?
Case: Can you describe your long-term resource needs
and desired outcomes?
Leadership: Will staff and volunteer leaders endorse
legacy giving?
Prospects: Do you have supporters who care about
your organization's future?
Stewardship: Will you celebrate and engage legacy
donors?
Communications: What opportunities exist to promote
legacy giving?
Program Plan: Can you commit modest but consistent
effort to legacy gifts?
40
42. Closing Thoughts
What you do is for
today, and tomorrow.
• Donors share your
values
• Donors have a legacy
to leave!
• You can help assure
their values live on
#Clairificationschool @charityclairity 42
You aren’t asking
donors to die.
• Highlight values
connection
• Compliment
commitment
• Offer opportunity to act