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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 Giving Marketing—Research Shows Words that Work

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. […]

2020-02-04T13:55:05-05:00November 11th, 2014|Planned Giving|
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Donor Stories Are Perfect for Planned Giving Programs

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 […]

2020-02-04T14:02:45-05:00October 22nd, 2013|Planned Giving|
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Planned Giving—A great area for social media tools

Planned giving—in which a donor gives a major gift in the context of financial or estate planning—is one of the best avenues for building donations for many nonprofits, currently representing 7-9% of charitable gifts. Your nonprofit may have a planned giving […]

2017-01-23T14:07:12-05:00March 5th, 2013|Featured, Planned Giving, Uncategorized|
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