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How to Gather, Write and Publish Your Donor Stories
I just finished my CAGP Webinar Wednesday session on how to gather, write and publish your donor stories. And, like I advised the participants, I feel compelled to put a few things in writing while...
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5 Tips for Better Legacy Website Copy
Do you have a planned giving section on your website? If you do, does it even start to reflect the donor’s ACTUAL pathway on the route to a legacy gift decision? I’ve looked at lots of legacy sections...
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What Does Your Legacy Prospect Want?
Usually when I blog, I rant on about a subject that’s important to me. A subject that I hope is important to you too. But this time, I’m going to step aside and give the platform to someone who...
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Is Your Website Working for Your Legacy Donors?
Your website is the single most important piece of marketing collateral for your organization. And, it’s likely also one of the most neglected or in need of a tune up. According to What Canadian Donors...
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June 2014 Monthly Tip: Planned Giving for Small Shops
Are you in a small shop? Have you been holding back on doing planned giving because you’re just too strapped for time, or have too little budget. Here’s this month’s tip: a planned giving program...
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Legacy Giving Through a Donor’s Eyes
I’m very fortunate to have the opportunity to speak at fundraising conferences and seminars all over North America. I’ve spoken about social media, legacy giving, fundraising basics, storytelling and,...
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September 2014 Monthly Tip – Legacy Giving: It’s about the Donor, Not the Money!
Let’s start out this month’s tip on legacy giving by you allowing me to conduct a little experiment – with you as the guinea pig. I’m about to show you copy from two legacy giving website landing...
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February 2015 Monthly Tip: Location, Location, Location
You are probably familiar with this real estate maxim. People who know the housing market business will always tell you that where a house is located is a HUGE determinant of its value. The same is...
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July 2015 Monthly Tip: A Little ‘How’ To Market Legacy Giving
If you’ve listened to me talk about legacy giving over the past fifteen years, you’ll already know that I’m pretty fanatical about how it’s marketed to donors. At the highest, most strategic level,...
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Client Case Study: University of Saskatchewan Legacy Series
The University of Saskatchewan invested more than 10 years in building a donor-centred planned giving program. While they had incorporated stories in an annual newsletter, advertisements and events,...
View ArticleShow Me The Money: The ROI on Legacy Giving
If you’re old enough to remember the 1996 movie Jerry Maguire (which was nominated for five Academy Awards), you’ll no doubt remember the ‘show me the money’ scene. If you don’t know the movie, it’s...
View ArticleOnce Upon a Time: Telling the Perfect Legacy Gift Story
Once upon a time there was an aspiring fundraiser. She worked for a wonderful charity that was engaged in a truly great cause. Now, this fundraiser was a dedicated soul. She was always striving to...
View ArticleHow to Calculate Your Legacy Potential
Everyone’s looking for new sources of revenue these days. You’ve no doubt got someone on your board who’s floating the idea of a social media campaign (“but they did it with the ice bucket challenge!”)...
View ArticleHow to Start a Legacy Giving Program from Absolutely Nothing
Unless you’ve been living on another planet for the last decade or so, you’re no doubt aware that legacy giving (also known as gifts in wills or charitable bequests) is the biggest source of new...
View ArticleThe Interesting Tale of the Two “I’s”
Are you old enough to remember watching Sesame Street on TV when you were a kid? Well, boys and girls, today’s blog is brought to you by the letter “I”. If I were to give the gift of knowledge to new...
View ArticleDon’t tell me how easy it is to leave a legacy gift – inspire me!
I want you to pick up your planned giving brochure – or go to the legacy giving pages on your website – and check something for me… Do you stress to supporters how EASY it is to leave a legacy gift in...
View ArticleWeathering the storm: How to talk about financial trouble
This morning, a friend and colleague sent me a sample mailing from a brand-name UK charity that he found interesting. I read it over and sort of sighed under my breath…“here we go again”. Now, this...
View ArticleWhat A Rainy Day Can Teach You About Legacy Gift Marketing
Raindrops on the roof…my favourite sound of summer. As I write this blog, I have two more days until my July summer vacation. And, I’m looking forward to it SO much… My wife Sylvie and I have rented a...
View ArticleHow to talk to different generations about bequests
Life was easier back then… When my fellow Good Workers and I began our journey into marketing legacy giving to annual donors in 2003, we had a lot of things to figure out. But one thing was simple and...
View ArticleThe Best Tool in Your Legacy Giving Toolbox
My fellow Good Workers and I have been building legacy giving programs with Canadian and U.S. charities since 2003. Over those fifteen years, we’ve worked with more than a hundred organizations and...
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