Archive for August 28th, 2012

August 28, 2012

Special Report: Web-Radio Conversation about Planned Giving

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I was recently a guest on the Nonprofit Spark web-radio show hosted by Renee McGivern, President of Spark Plug Consulting. We had a great conversation about one of my favorite subjects: donor-centered planned giving.

Here’s what Renee has to say about the show:

Many, many organizations – even 30, 40 or 50 years old – are not encouraging donors to remember the organization in their wills. It’s a huge lost opportunity and, yet, planned giving can be an easy and natural fit into the fundraising and communications you’re doing now. It does not have to be complicated, and it can be about gifts for today and tomorrow.

My guest this week is Michael J. Rosen, CFRE, President of ML Innovations, Inc., a fundraising and marketing consulting firm based in Philadelphia. He’s the author of the bestselling book, Donor-Centered Planned Gift Marketing. He also is an Adjunct Professor at Drexel University where he teaches a course on advanced fund development. Finally, he is a recipient of the prestigious Skystone Prize for Research in Fundraising and Philanthropy from the international Association of Fundraising Professionals.

You’ll come away from this show with just enough information to talk internally about how to incorporate planned giving into your current fundraising program and to get started.”


You can listen to the show for free by clicking here. 

I enjoy talking about gift planning. A planned gift is a great way for a donor to support his or her favorite nonprofit organization in a major way. And, planned giving is something that almost anyone can engage in.

So, yes, I do like talking about planned giving. Sometime ago, I was honored to be interviewed by Jan Uekermann. Jan and I also talked about donor-centered planned giving. You can watch the interview on YouTube by clicking here.

Only 22 percent of Americans over the age of 30 report that they have been asked for a planned gift, according to a study by The Stelter Company. I hope you’re talking to your organization’s supporters about planned giving.

That’s what Michael Rosen says… What do you say?

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