Strategy Articles

Using Direct Marketing to Grow Your Planned Giving Pipeline 

In 2022, bequests made up 9% of charitable giving, totaling $45.6 billion. By the year 2060, an estimated $84 trillion dollars will be transferred from estates. But planned gifts don’t just happen, you have to ask for them. You don’t need a big budget to get started...

8 Ways to Ace 2025 

There is a lot of sobering news in the social impact sector as we wind down 2024. Donor numbers are down, we’re seeing staff reductions at nonprofits, and our heads are dizzy trying to keep up with AI and other tech innovations. This can all make planning for 2025...

Eight Manageable Steps to Major Gift Officer Success

I was pleased to attend the session, Maximizing Major Gift Officer Success: Strategies for Relationship Management. Taught by Meredith Terrain, Founder & Principal, The Allied Group, the session was such a great reminder to major gift officers that our jobs are...