Planned Giving: The Most Important Activity You Never Do

Here’s something I noticed working with consulting, coaching, and mentoring clients and talking to hundreds of nonprofit leaders. You rarely get to your most important fundraising activity. It takes extraordinary intention to establish a planned giving promotion habit. Listen to learn how to begin one today.

Planned Giving Content:

00:00 Why is Planned Giving Important?

00:37 Leading with Vision and Planned Gifts

00:54 Gifts Planning and The Rule of Seven

01:35 How Can You Take Advantage of the Planned Gift Opportunity

01:43 Drip Marketing Campaign- Planned Giving Marketing

02:36 Sticky Places

03:12 Too Important Not to Do

03:41 Better Days for Your Nonprofit

For a great planned giving organization check out: The National Association of Gift Planners.

For more major gift and fundraising insights, check out this Nonprofit  CEO Library.

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Karen Eber Davis

Karen Eber Davis Consulting guides executive directors and CEOs to generate the resources, boards, and support they need to make remarkable progress on their missions. As the award-winning thought-leader, advisor, and founding principal of Karen Eber Davis Consulting, Karen helps nonprofit leaders get answers, generate revenue, and grow their mission. Davis is known for her innovation and practicality based on her work with or visits to over 1,000 nonprofit organizations and her experience leading board and team events. She is the author of 7 Nonprofit Income Streams and Let's Raise Nonprofit Millions Together.