"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.
"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 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.