Paying attention to the donor life cycle can pay off. One of the most frequently cited myths about fundraising—and a reason why many gift planners face resistance from their peers involved in other individual gift development efforts such as annual giving, membership and major gifts—is the belief that planned giving can interfere with other giving. That is, some people …Read More

Adding an online component to your planned giving marketing can be an effective complement to other donor communications. Digital marketing in the planned giving arena can be especially successful if it is a strategic component of an overall plan that considers differences in communication preferences based on age, wealth and other relevant factors. The average age of gift annuitants is 79 and …Read More