Planned Giving: The Final Frontier.

First, the Bad News.

“Intense… interesting… practical… passionate… very compelling”

“Donors and prospects haven’t changed that much but their attention span has. With too much hype and noise in the media — up to 3700 messages of one kind or another every day — it’s now a fundamental challenge to get our story through.”

  • Annual giving — Down.
  • Your endowment — Down.
  • Your next capital campaign — on hold.
  • Your donors — hoarding their money.

In this market and in this economy, raising gifts can be discouraging for you, your staff and your board.

Now, the Good News.

This very uncertainty, however, is making an often-overlooked fundraising strategy more popular and more rewarding than ever:

Planned Giving.

There has never been a better time to market planned gifts than right now.

Why? Because there has never been a better time to make one!

  • Your supporters can make an economically “painless” gift today through a bequest, the remainder of a retirement plan, or a life insurance policy;
  • Stock and bond yields and CD rates are at all-time lows — but life-income plans like gift annuities can supplement your donors’ shrinking retirement earnings;
  • The benefits of planned gifts make upbeat, creative news your prospects will want to hear about – and give you a good reason to stay in touch with prospects;
  • It costs less to solicit a five-figure planned gift than a three-figure annual gift.

“But wait!” your board huffs. “We need money now! We can’t distract donors from outright, cash giving!”

“Planned gifts are hard!” your staff complains. “You need a PhD to explain them to prospects!”

Wrong, wrong, wrong. And that’s the reason you need our workshop to demonstrate that planned gifts are understandable, practical, and rewarding for both your organization and your donors.

The challenges are piling up in your fundraising shop. You can sit tight and hope for better times, or start working pro-actively to improve your non-profit’s chances. This program can be your first step.

This workshop is ideal for those who plan to invigorate an existing planned giving program or start a new one. Read what's covered.