Earlier in the week, I did a not-so-exhaustive search of the Internet to see how many organizations promote planned gifts as ways to honor or memorialize another. I was shocked to find exactly one example.

Direct mail and direct response, annual fund, special campaigns, major donors and event donors and participants form the back-bone of your planned gift prospect pool. It’s not the origin of your donor that makes a good planned giving prospect – it’s the consistency in giving – especially in the past three years – that usually tips the scale in the planned gift favor. Explore simple ways to engage your event donor in the planned gift conversation.

The race to work smarter, not harder is a real one. Using software features designed for planned giving makes you expert reporter. Follow my tips and timeline and by 2014 your in-person meeting calendar will have doubled from what it is today.

Did you know that more than 70% of people who have already made planned gifts also continue to make annual gifts to the organizations they’ve named in their estate plans?

“We are just recycling the same prospects over and over again.”  If I …

I’m often asked by new and seasoned planned giving professionals alike, “What’s trending …

It’s well-known among planned giving professionals that the free-to-use Planned Giving Design Center …

April in Colorado (where I live) is a magical time.  Winter’s snow has …

One of the main questions I am always being asked is how many …

Note from ProspectResearch.com: Katherine Swank’s below post was featured on Phyllis Freedman’s The …