I enjoy writing and sharing what I have learned over the years. I wouldn’t have a blog site if that were not the case. But, I’ve also written a book and contributed to two others:
Donor-Centered Planned Gift Marketing is a fresh, step-by-step guide for identifying your nonprofit’s planned giving prospects and inspiring them to give generously. This bestselling book has won the 2011 Association of Fundraising Professionals – Skystone Partners Prize for Research on Fundraising and Philanthropy.
This book, from the AFP/Wiley Fund Development Series, helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts.
Here is what some experts have had to say:
“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
“This is one of those rare books that delivers more than it promises, and it will appeal to the specialist and generalist alike.”
— 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, President and CEO, Partnership for Philanthropic Planning
“… a comprehensive, well-researched and practical guide to the marketing of planned gifts via a donor centered process.”
— Philip Cubeta, CLU, ChFC, MSFS, CAP, The Sallie B. and William B. Wallace Chair of Philanthropy, At The American College
“… 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; Founder, The Planned Giving Blogger
“Jumpstart or enhance your planned giving program with this book and doubtless your organization will be in a wonderful position to get the planned gifts it deserves.”
— Laura Fredricks, author of The ASK: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Venture
“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
“… 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 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.; coauthor, Women, Wealth and Giving: The Virtuous Legacy of the Boom Generation
Effective Telephone Fundraising, by Stephen F. Schatz, CFRE, is an authoritative guide to boosting your nonprofit’s bottom line through effective telephone fundraising. You will learn the necessary and effective components of an effective call from beginning to end, and will discover helpful hints, detailed examples, phrases to employ, phraseology to avoid, and a “road map/chart” for structuring effective call scripts. This is a complete, start-to-finish guide for successful telephone fundraising. I wrote the Foreword to this book because I believe it is the most comprehensive text on the subject, and because it will help any nonprofit that puts its excellent concepts to work.
Membership Development: An Action Plan for Results, by Dana Hines and Pat Rich, ACFRE, focuses exclusively on helping nonprofits achieve desired results and sustain success. In this book, you will find a comprehensive discussion of how to create, market and manage a highly effective membership program. The authors offer a thorough examination of the “best practices” in the membership development arena. I was honored to be invited to contribute a couple chapters to this landmark book.