August 1, 2019

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 provides customized advising and coaching around nonprofit strategy and board development. People leaders hire her to bring clarity to sticky situations, break through barriers that seem insurmountable, and align people for better futures. She is the author of 7 Nonprofit Income Streams and Let's Raise Nonprofit Millions Together.


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