On Thursday, Oct. 17, 2013, at noon (EDT), Denise McMahan will interview me about my award-winning book, Donor-Centered Planned Gift Marketing. This is a free webinar presented by CausePlanet. To learn more and to register, click here.
- Identify who makes planned gifts and assess your organization’s potential for planned giving.
- Understand planned gift donors’ motivations and how these fuel the author’s recommended approaches.
- Explore how to educate and cultivate planned gift prospects and professional advisors.
- Engage in effective asks and stewardship practices.
During the lively discussion, I will also share new insights based on the latest research.
Do you want to start a planned giving program? Do you want to reinvigorate an existing planned giving program? Do you want to maximize your planned giving results? If you answered “Yes” to any of those questions, then register today for this free webinar about the book that earned the prestigious AFP/Skystone Partners Prize for Research in Fundraising and Philanthropy.
Here are some reviews of Donor-Centered Planned Gift Marketing:
“I would like to see nonprofit leaders, fundraisers, and their key board members embrace the essential knowledge this book contains on how to create and improve a most critical component to every organization’s development effort—a donor-centered planned gift marketing program.”
–H.F. (Gerry) Lenfest, Entrepreneur and Philanthropist Member of the Giving Pledge
“Never has there been a better time to talk about planned giving. It is an effective tool for developing resources for an organization and it is a meaningful way to truly engage with one’s donors. This book provides a thorough roadmap for both the nonprofit that needs to start and the nonprofit that needs to expand their efforts in developing an effective, well-planned and successful development effort using planned giving.”
–R. Andrew Swinney, President, The Philadelphia Foundation
“Michael’s book is the first of its kind to place the emphasis on the planned giving donor right from the start. In marketing our planned giving programs, we traditionally focus on promoting the organization, then we spotlight the donors. Jumpstart or enhance your planned giving program with this book and, no doubt, your organization will be in a wonderful position to get the planned gifts it deserves.”
–Laura Fredricks, JD, Author of The ASK
“Rosen has artfully crafted an insightful, inspirational, and comprehensive road map for discerning planned gift donor engagement. By using the strategies and stories in Donor-Centered Planned Gift Marketing, professionals at all levels of proficiency can optimally engage and steward a donor’s passion and purpose for a better world through significant and heart-felt gift planning that will last more than their lifetime. This is a win-win book for all who care about future generations and vibrant communities.”
–Margaret May Damen, CFP, CLU, ChFC, CDFA, Founder, The Institute for Women and Wealth, Inc.; Co-author of Women, Wealth and Giving
“Rosen writes with a clarity that displays his depth of knowledge and breadth of experience. He articulates principles that will benefit everyone from CEOs and chief development officers to experienced gift planners and part-time fund raisers. Vivid illustrations from colleagues throughout the United States make the concepts very real and practical. Donor-Centered Planned Gift Marketing is an indispensible handbook for anyone who wants to achieve planned giving success.”
–Robert E. Fogal, PhD, ACFRE, CAP, Minister of Philanthropy, Pennsylvania Southeast Conference of the United Church of Christ
“This is one of those rare books that delivers more than it promises, and it will appeal to the specialist and generalist alike. It not only makes a case for a new approach to marketing, as the title would suggest, but it is also a practical guide for the entire process of planned giving, easy to understand because of the clear style and numerous examples, and with exercises to implement what is learned.”
–Frank Minton, Senior Advisor, PG Calc; Founder, Planned Giving Services; Past Chair, American Council on Gift Annuities
“The number one training topic requested by PPP members is planned gift marketing. Michael Rosen answers that need with a well-organized approach, interesting anecdotes, a reader-friendly writing style, and a wealth of practical information.”
–Tanya Howe Johnson, CAE, Past President and CEO, Partnership for Philanthropic Planning
“Donor-Centered Planned Gift Marketing by Michael Rosen is a comprehensive, well-researched and practical guide to the marketing of planned gifts via a donor-centered process. The book will be of interest to both those new to planned giving and those seeking to take their program to a higher level.”
–Philip Cubeta, CLU, ChFC, MSFS, CAP, The Sallie B. and William B. Wallace Chair of Philanthropy, The American College
“Michael Rosen’s Donor-Centered Planned Gift Marketing should become the Bible for anyone seeking to raise money from planned gifts. His donor-centered approach combined with useful examples and a wealth of practical tips and helpful hints, makes the book a must-have reference for anyone working in gift planning.”
–Phyllis Freedman, President, SmartGiving; The Planned Giving Blogger
If your organization needs a speaker or trainer, please contact me.
That’s what Michael Rosen says… What do you say?
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