Meeting Archive:
Interview with Michael Rosen: Tackle planned gift marketing armed with donor-centered strategies

Meeting Description:
"If planned giving is so good for both nonprofit organizations and the donors who support them, why don't more organizations have a planned giving program?"--Michael Rosen, author of Donor-Centered Planned Gift Marketing

Nonprofits are missing major opportunities to cultivate funds due to the planned giving myths of perceived complexity and difficulty of implementation.
Missed opportunities

"First, there is a significant gap in what traditional planned-gift marketing is achieving and what people are willing to consider. Second, traditional planned-gift marketing is just scratching the surface of planned giving potential."
Debunking the myths

Michael Rosen gives detailed steps to market your planned-gift program to inspire donors. He emphasizes tapping people in their prime and focusing on their motivations. He addresses active recruitment, stewardship and much more. He provides you with an explicit plan to move forward with a planned giving program.
Join us

Join CausePlanet founder and publisher Denise McMahan for a lively discussion about planned gift marketing with expert and author Michael Rosen.

Questions in this interview will touch on the book's following highlights:

  • Identify who makes planned gifts and assess your organization's potential for planned giving.
  • Understand planned gift donors' motivations and how these fuel the author's recommended approaches.
  • Explore how to educate and cultivate planned gift prospects and professional advisors.
  • Engage in effective asks and stewardship practices.
Date: Thu, Oct 17, 2013
Time: 11:00 AM CDT
Duration: 1 hour
Host(s): Denise McMahan
 Presenter Information
Denise McMahan
Speaker Photo

Denise McMahan is founder and publisher of CausePlanet, a thriving one-of-a-kind professional development website for busy nonprofit executives who want to stay informed about essential reading through Page to Practice book summaries, author interviews and relevant articles. She dedicated much of her early career to fundraising in academia where she was twice recognized for innovation and model account, raising millions of dollars and surpassing client goals. McMahan also writes communication materials for nonprofit and corporate clients. Blog: Email:

Michael Rosen
Speaker Photo

Michael J. Rosen, CFRE, is president of ML Innovations, Inc., a fundraising and marketing consulting firm in Philadelphia. The firm serves nonprofit organizations and the for-profit companies that work with them. Prior to MLI, Michael cofounded The Development Center, a pioneering direct mail/telephone fundraising company established in 1982 and sold in 1997. Rosen graduated from Temple University with a degree in journalism. He has contributed to several published books and written numerous articles for respected nonprofit publications. Visit his business website at and his blog site at