Viken Mikaelian

Email vs. Mail

Viken Mikaelian  

email and mail

Trying to save money by using eMarketing?

Think again.

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

Julie Morgenstern

3 Time Management Lessons
from Mr. Brown

Julie Morgenstern  

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

Brian M. Sagrestano, JD, CFRE

Know What You Don’t Know

Brian M. Sagrestano, JD, CFRE  

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.

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Viken Mikaelian

Would You Hire an Architect To Clean Your Teeth?

Viken Mikaelian  

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?

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Brian M. Sagrestano, JD, CFRE

Don’t Assume Your Donor Knows
the Details of His Gift

Brian M. Sagrestano, JD, CFRE  

I was recently approached by a nonprofit and asked to meet with a board member and his advisors. The board member had told the nonprofit that when he retired the year before, he’d set up a trust that would benefit the nonprofit in the future with a $1 million gift. The nonprofit wanted to include the gift in their current campaign but needed the board member to sign a statement of intent to satisfy the finance office.  Continue reading