When it comes to planned giving, our competition is smarter than we are. But when it comes to planned giving marketing, we’ve got the territory covered.
You see, we’re not planned giving experts. We’re planned giving marketing experts. The two fields run parallel but are completely different, like a CPA and an attorney. You wouldn’t go to a CPA for legal advice, and you wouldn’t ask your attorney to generate a profit and loss statements.
Most Planned Giving marketing vendors are run by attorneys — people who do not know about marketing. Have you checked your vendor lately?
This article is not for the faint of heart.
Endless texts, tweets, emails, calls, chats, IMs, Facebook updates… What do all these things have in common? They’re all uncontrolled by you and letting others control your time. All buzzing and vibrating and stealing your attention from what you should be doing. Not to mention co-workers at your door. “Got a minute?” “What are you doing for lunch?” “You did hear about Nancy and Bob…?”
This article is about peak productivity. Turn off your smartphone, ignore email, dive in. There’s good stuff here.
But caution: this article is not for the faint of heart or politically correct. Continue reading
Welcome to the proactive field of planned giving.
Two informal surveys of ours indicate that those who even dabble in planned giving do significantly better in their careers than those who do not. Don’t trust our surveys? Just think about it logically. Planned giving is a proactive field. It involves foresight and thoughtful long-term planning for the future. This is different from annual giving, which is more about addressing urgency. And in almost any field, those in charge of long-term planning are compensated far better than those serving immediate needs.
Here are some tips to energize your career. Don’t just read them. Pick at least two to put into action straight away. Continue reading
Take this two-minute test and you’ll see why.
So you think you’re good at multitasking? You can talk on the phone, write an email and schedule a dentist appointment online all at once, can you?
Stop it. You can’t. Continue reading
Trying to save money by using eMarketing?
According to the 2015 Response Rate Report by Direct Marketing Association (who also does eMarketing), direct mail outperforms all digital channels in a big way. The response rate for direct mail was 600% higher than that all of the digital channels combined. This number is too big to ignore. Continue reading
People are the best time investment you can make.
The most common goal of executives who hire me for time management coaching is to free up time to invest in their teams and to spend with their families. Intuitively, they know that time spent with people forms crucial bonds, enables personal development and reduces fire drills. Yet, daily urgencies frequently preempt time reserved for weekly 1:1’s, for “walking the halls” to stay visible and getting home in time for dinner. Continue reading
The average American is bombarded with over marketing 3,500 messages a day.
You are in the business of sales and marketing, so it’s your job to cut through the noise. Continue reading
As a gift planning consultant, I am asked a wide range of questions—everything from how to build an effective gift planning effort to the most esoteric points of tax law. Just this week I was asked about the deductibility of a gift of an education easement on a parcel of real estate. I had some ideas about how to answer. Rules about gifts of conservation easements and partial interests came to mind. But I had never been asked about an education easement before, and I am certainly not an expert in that area.
When you want your car fixed, you’ve got your mechanic. When it’s time for teeth cleaning, you’ve got your dentist. But you don’t expect them to be interchangeable.
Okay, that’s an obvious one. Let’s talk about two parallel—but still different—professions: accounting and law. CPAs and attorneys work in tandem in many ways, and you probably use their services simultaneously. But still—they’re different. You wouldn’t ask your attorney to generate a profit and loss statement, and you wouldn’t ask your accountant for legal advice. Right?
We all get this. So why is there still so much confusion in the planned giving community about the difference between planned giving and planned giving marketing?
Q: When a husband and wife fund a gift annuity, is it always joint and survivor? Continue reading