Talking about Planned Giving ...

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You Don't Have to Learn Armenian to "Get" Planned Giving Thursday, June 25 @ 2:00 PM EDT Lauren D'Ambrosio and Viken Mikaelian Don't just simplify. Over-simplify. Your prospects should not have to learn another language to "get" planned giving. In fact, they won't learn another language. So if you're not speaking to them in ways they can easily understand … forget about it. You might as well close down your planned giving program and go back to chasing checks. In a world where your average prospect is inundated with over 3500 marketing messages a day, the secret to getting your message heard is to make it very simple. Any communication that requires analysis or a second read … nix it. This goes for your planned giving website, direct mail, display ads, donor estate planning webinars, videos, and digital outreach. Anything that's impossible to simplify (such as a planned giving newsletter) … ditch it. In this webinar Lauren D'Ambrosio and Viken Mikaelian of PlannedGiving.Com will show you how to speak to your prospects in simple, everyday language. They'll showcase real-world examples and give you punchy phrases and elevator pitches you can start using right away. They will tell you which simple gifts to pursue and how to pursue them. At first, it takes effort to break habits and learn to oversimplify. But once you get the hang of it, you'll never go back. You'll know where the real money is and how to get it (simply, of course).

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Intro to Planned Giving

The Stelter Company has a good free webinar on planned giving ...

Register today for our free webinar!

Planned giving doesn't need to be hard. Attend our free, one-hour webinar to learn the fundamentals of the most common gift planning vehicles, giving you the confidence to get started.

Stelter's senior technical consultant, Lynn M. Gaumer, J.D., and Philip Purcell, J.D., vice president for planned giving and endowment stewardship at Ball State University Foundation, will explore several basic planned giving vehicles to help launch or grow your planned giving program.  ...

FREE WEBINAR:
Planned Giving Made Simple

Wednesday, April 29
1 p.m. EDT | 12 p.m. CDT
11 a.m. MDT | 10 a.m. PDT



Presenters
Lynn M. Gaumer, J.D.
Senior Technical Consultant
The Stelter Company

Philip Purcell, J.D.
Vice President for Planned Giving and Endowment Stewardship
Ball State University Foundation

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Launching a Bequest Program

Crescendo is one of many educators and providers of planned giving software and workshop.  Here is a good overview and/or review in getting a bequest program going.

​​ ​​​ Do you have a strategy for securing bequests to your organization? As the most popular planned gift, bequests can build your organization’s endowment and create a sustainable source of current revenue for the future. Learn how to launch a bequest campaign using your website, print, email, social media and other marketing tools to reach your donors and motivate these transforming gifts. To join us for this free webinar click here to register.   April 16, 2015 9:00 am (PT) ​ ​

Bequests: A Gift Anyone Can Make - Webinar

Gayle Union, CFRE with Viken Mikaelian

From PlannedGiving.guru

Bequests: A Gift Anyone Can Make Thursday, January 29 @ 2:00 PM EST

Majority of gifts to charity are bequests. They are the largest gifts prospects can make. And bequest-giving continues to grow, even in a down economy. Why? Because it's a real simple gift to make that does not affect the donor's cash flow.
This webinar will address the questions:

• If you're not marketing bequests, why not?
• How are you marketing and promoting them?
• How do you communicate with donors, and vice versa?
• Who are your most likely donors?
• How do you ask?
• What objections will there be?

Venues for marketing (examples):

• Benefits-driven messaging
• High-impact messaging
• Multi-channel marketing
• Personalized marketing

If you ask typical donors, "Would you consider placing a charity in your will?" Majority will say yes. Yet if you ask, "Have you already put a charity in your will?" Majority will say no.

Click here for more informaton

Got 52 Seconds ...

PlannedGiving.com has an innovative educational resource called 52/52. They will give you 52 tips (one per week) that will read each in 52 seconds.  Here is the latest... might want to sign up ...  Sign up for this service at: Click here

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CALL US 800.490.7090

Three Things You Must Tell the Donor Here are three simple phrases that make a crucial difference. Say them to your donors and potential repeat donors: "We received your generous gift, and we are so very pleased you gave it to us." "The resources you provided us are being used exactly in the way you intended." "The project you are supporting is having a positive effect." (adapted from Donor Centered Fundraising, by Penelope Burk)

Love These Tips? Attend Our Monthly Webinar People Centric. Highly Focused. Entertaining. We keep it simple and highly focused — one marketing topic at a time. All fundamental strategies you can use today to raise more and larger gifts. Register for the next one here.

N Michigan Fundraising Professionals Session - 12 Nov 2014 - 830 am - TC Chamber

Northern Michigan Fundraising Friends,

Mark your calendar for Wednesday, November 12^th, 8:30-9:30 a.m. at the Steelcase Room, TC Chamber.  This month we will be presented with the basics of what we need to know to establish or jump start our planned giving conversations and efforts for our organizations. Whether the world of finance is understandable to you or not, our guest is for you! A  Wealth Management Specialist will join us to present:

Giving. Simplified.

Robert J. Fenton | WMS

Financial Advisor

Wealth Management Specialist

Raymond James & Associates, Inc.

Come with your questions!  He plans to speak and leave time for Q & A.

See you Wednesday!

Sherri and Emilee

Sherri Fenton, C.F.R.M.

Development and Marketing Director

Traverse Health Clinic

Free Webinars for National Estate Planning Awareness Week

Free webinars designed to increase financial awareness, literacy and planning across the nation. This campaign targets the need of an estimated 120,000,000 American adults to prepare a new or update an existing estate plan.

During the week of October 20th, the informational webinars listed below will be offered:
Year-End Financial and Estate Planning Strategies in Plain English on Monday, 10/20, from 1-2pm (free to the public);

How CPA's Can Thrive in the New World of Estate Planning for Clients under $10M Net Worth on Tuesday, 10/21, from 1pm - 2:45pm (free to PFP/PFS Section Members and Financial Advisors); and,

Building Blocks to Successful Estate Planning - An Estate Planning Primer & Refresher on Wednesday, 10/22,  at 11:30am(free to the public).

For more detailed information on this campaign including resource links, media kits and instructive material, please visit The Financial Awareness Foundation's website.

From Planned Giving Design Center - Click here

Estate and Gift Planning, Tip #4

Jeff Wolf from the National Church Residences recommends the following books for start up gift planners:

My “go to” expert on planned giving recommends the following:

Robert Sharpe’s book:  Planned Giving Simplified: The Gift, The Giver, and the Gift Planner  (AFP/Wiley Fund Development Series)

Many people like Debra Ashton’s book The Complete Guide to Planned Giving.  It is probably more technical.

For real technical stuff, Planned Giving: A Guide to Fundraising and Philanthropy, by Katelyn Quynn and  Ronald Jordan