Planned Giving

A collection of planned giving video samples and tips. Learn ways planned giving donor stories and donor testimonials can generate planned giving leads, enhance donor stewardship, and inspire significant contributions to your organization. Samples touch on a variety of planned gift vehicles (wills and trusts, beneficiary designations, IRA rollovers, CGAs and more) that meet the needs and wishes of your fundraising prospects.

Planned Gift Disclosure – A Video to Inspire & Energize Donors

2020-07-20T17:02:52-04:00July 21st, 2020|Planned Giving|

Planned gift disclosure can make a huge difference for nonprofits and foundations–which often don’t know whether donors have included them in estate plans until after the donors’ death. With more legacy gift information, organizations can plan innovatively by estimating their […]

Planned Giving Marketing—Research Shows Words that Work

2020-04-08T15:27:15-04:00November 11th, 2014|Planned Giving|

The 2014 National Conference on Philanthropic Planning (NCPP) in Anaheim, California, the national event of the Partnership for Philanthropic Planning had many fascinating presentations to improve planned giving marketing. […]

Donor Stories Are Perfect for Planned Giving Programs

2020-05-27T18:43:46-04:00October 22nd, 2013|Planned Giving|

There is growing interest in using donor stories in planned giving marketing, and MiniMatters was invited to show some donor story videos—and present about some of the science that supports this marketing method—at the Partnership for […]

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