The Planned Giving Blogger

The art and science of planned giving.

Archive for August 2010

Get Rid of Your But

leave a comment »

That’s the provocative title of a recent post by Steve Yastrow, author of “We:  The Ideal Customer Relationship.”  I’ve written before about donor-centered gift planning conversations.  Steve makes a wonderful suggestion for how to overcome obstacles to making a gift that a donor may raise.  Definitely worth a read.

Phyllis

Written by Phyllis Freedman

August 11, 2010 at 11:51 pm

Accept All Substitutes

leave a comment »

Are you monitoring your competitors?  Don’t even think you have competitors?  Think again.  How often does a will where you are named a beneficiary also include the names of two or three groups working on the same or similar issues?

Seth Godin’s post from yesterday talks about how easy it is for consumers to switch because there are so many substitutes out there.  We often believe we’re unique but that’s not necessarily how our donors see us.

If you haven’t already done so, make a donation to/join your competitor organizations and then check every box they offer, including requesting gift planning information.  You’ll learn what they are doing but, more importantly, you’ll learn how they are positioning themselves, their work and the need for planned gifts.  That can help you in your own marketing.

Phyllis

Written by Phyllis Freedman

August 3, 2010 at 11:51 pm