Some planned giving marketing efforts take a “one-size-fits-all” approach by exposing their entire constituency to the same message using the same medium. The goal instead should be to target the right people with the right messages using the most appropriate media at the right time in their lives. For instance, planned giving programs with a …Read More

In last month’s Give & Take, Part 1 of this article discussed the many advantages of utilizing donor testimonials in communications initiatives related to bequests and other gift planning opportunities. This month, we offer some tips for creating testimonials that effectively tell the stories of particular donors and their gifts. Choosing the donor One of …Read More

Robert Sharpe is President of The Sharpe Group. For nearly 30 years, Sharpe has used his extensive fund development, gift planning, and consulting experience to help hundreds of nonprofits plan, develop, and implement successful major gift planning and endowment development efforts. Here he shares with Give & Take his outlook on fund raising in the …Read More