Posts tagged ‘webinar’

June 2, 2016

Avoid a Big Mistake: Stop Asking for Bequest Gifts!

Nonprofit organizations are making a big mistake. Many charities ask individuals to consider making a “Bequest Gift.” Of course, an even bigger mistake is not asking at all. However, there is a better way.

Russell James, JD, PhD, CFP, a leading philanthropy researcher based at Texas Tech University, reports that the latest research shows that asking Words that Work IIpeople to consider “Gifts in your will” generates far more interest. When asking prospects to consider a “Bequest Gift,” 18 percent responded, “I might be/am definitely interested.” By contrast, when prospects were asked to consider “Gifts in your will,” 28 percent expressed interest!

James will offer additional research-based insights in a FREE webinar, Words that Work II: The Phrases that Encourage Planned Giving, hosted by MarketSmart on Wednesday, June 8, 2016 at 2:00 PM EDT. Registration is required and space is limited so click here now.

During the webinar, you’ll get the following information:

  • How to describe bequest gifts and tax benefits in a way that will increase a person’s desire to learn more;
  • What elements of a charitable gift annuity advertisement make people want to get one;
  • What the latest data patterns say about trends in charitable estate planning;
  • The best “front door” phrase to get people to read about planned giving information;
  • Test results that showcase the responses to different charitable gift annuity advertising messages;
  • And much more of great interest and value!

In short, James’ webinar will provide you with powerful, practical insights that will help you enhance your planned giving results.

So, why is asking for a “Bequest Gift” less effective than asking for “Gifts in your will”?

read more »

June 30, 2015

Free Webinar Will Help You Get Great Results

Fundraising can certainly be challenging. Have you ever wondered:

  • How can I raise more money at little or no extra cost?
  • Is my organization ready for a planned giving program?
  • What simple planned giving vehicles should I promote?
  • What is my organization’s Bequest giving potential?
  • Who are my best planned giving prospects?
  • Do I need to be an expert to do planned giving?
  • What motivates planned giving donors?
  • How should I ask for planned gifts?

If you’ve ever asked yourself any of those questions, then I have the perfect free webinar for you.

FreeI’m presenting “Planned Giving: It’s Easier than You Think!” During my free webinar, hosted by Wild Woman Fundraising, you’ll get answers to all of the above questions and more. In short, you’ll learn how to easily launch and grow a successful planned giving program.

For many nonprofit professionals, planned giving sounds complicated, with its CRUTs, CRATs, CLUTs, and CLATs. Admittedly, gift planning can indeed be incredibly complex. However, as this free webinar will demonstrate, it does not have to be. Furthermore, a planned giving program can be enormously worthwhile for virtually any organization, even those with little or no budget for it.

For valuable tips to help you grow your planned giving results, register for my free webinar today, “Planned Giving: It’s Easier than You Think!” [July 17, 2015, 3:00-4:00 PM (EDT)]. To register, CLICK HERE.

As a webinar participant, you will receive a number of bonus handouts including:

read more »

January 23, 2015

Breaking News: Big Planned Giving Myth Busted!

Many nonprofit professionals have long believed that those who make charitable bequest commitments will be less likely to make an annual fund gift. The fear, held by CEOs and CFOs in particular, is that legacy gift donors will feel they have already done their part and, therefore, will no longer be receptive to annual appeals.

Now, new evidence busts that planned giving myth once and for all!

As researcher Russell James, JD, PhD, CFP will explain in an upcoming  free webinar hosted by MarketSmart, not only will legacy donors continue to support their favorite charities on an annual basis, their support will actually increase once they have made their planned gift commitment, as indicated in the following graph:

Current Giving Before and After Adding Charitable Estate Beneficiary

Among those who have added a charitable beneficiary to their estate plan, the average annual charitable giving before making the estate gift commitment was $4,210. After making the estate gift commitment, the average annual charitable giving jumped to $7,381! On the graph, the label “Mixed” means we do not know how much of the giving was before or after the addition of the charitable estate plan given the timing of the survey.

While making a planned gift commitment does not necessarily cause one to increase his or her annual giving to charities, the longitudinal evidence now reveals that it most definitely does not cause donors to decrease their annual charitable support.

Recognizing that the average annual giving amounts for this group are quite large, James notes:

read more »

November 14, 2014

One Word is Costing Your Fundraising Effort a Fortune

If you’re like most nonprofit development professionals, you’re doing it. You’re using one particular word in your fundraising effort that is costing your nonprofit organization a fortune.

I have the research that proves it.

If you talk with prospects about and ask them for a “bequest” commitment, you’re leaving enormous sums of money on the table. That’s the conclusion of recently released data shared by Russell James, JD, PhD, CFP, a leading philanthropy researcher based at Texas Tech University.

wordsthatwork3-01James will be sharing his research-based insights during a free webinar hosted by MarketSmart, on Wednesday, November 19 at 1:00 PM (EST). Words That Work: The Phrases That Encourage Planned Giving will explore the words and phrases that inspire donors to give and give more. Conversely, James also will look at the words and phrases that development professionals traditionally use that are actually counter-productive, such as the word bequest.

Consider this: A 2014 survey of 1,418 individuals found that 23 percent of respondents were “interested now” in “making a gift to charity in my will.” By contrast, only 12 percent were “interested now” in “making a bequest gift to charity.”

In other words, talking about bequest giving cuts your chance of getting a bequest commitment nearly in half! For greater results, it’s better to use simple, approachable language. As James suggests, when communicating with donor prospects, it’s a good idea to imagine you’re talking with your grandmother.

Not only do the individual word choices we make have a massive impact on the money we raise, how we use simple phrases can likewise make a huge difference.

James recently reported that 3,000 actual testators in the UK, not simply survey takers, were randomly placed into one of three groups when speaking with an estate planner:

  1. No reference to charity.
  2. Would you like to leave any money to charity in your will?
  3. Many of our customers like to leave money to charity in their will. Are there any causes you’re passionate about?

When the estate planner did not raise the subject of charitable giving, five percent of testators initiated the inclusion of at least one charity. In the second group, which was asked about including a charity, 10.4 percent agreed to do so. Clearly, asking has a significant, positive impact. However, members of the third group, which heard that others were including charities in their will, were even more likely to make a commitment. Now, here’s one of the key findings: Among those in the third group, 15.4 percent included at least one charity in their estate plan.

The commercial sector refers to the simple phrasing used with the third group as the bandwagon effect or social-norm effect. People are more likely to take action if they know others are already doing so. As the research demonstrates, this principle holds true when encouraging people to include a charity in their estate plan.

Interestingly, the positive impact does not stop at just the percentage of folks willing to make a charitable plan.

read more »

October 2, 2013

Special Report: Live Interview with Author of Donor-Centered Planned Gift Marketing

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.

McMahan, the Founder and Publisher of CausePlanet, will focus the interview on some of the book’s highlights, including:Book Cover: "Donor-Centered Planned Gift Marketing"

  • 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:

read more »

July 15, 2013

Special Report: Webinar — “How to Launch and Market a Planned Giving Program at Your Nonprofit”

On Thursday, July 25, 2013, I will be presenting the webinar “How to Launch and Market a Planned Giving Program at Your Nonprofit” from 4:00 – 5:00 PM (EST – 21:00 GMT). The program is hosted by the Fundraising Authority who will also make the program available as a podcast.

For more information and to register, click HERE. 

During the webinar, you will learn: 

  • Why right now is the perfect time to start or enhance a planned giving effort;
  • Five simple, common types of planned gifts;
  • How to spot your best planned giving prospects;
  • How to easily educate and cultivate prospects with little or no budget;
  • What motivates planned giving prospects;
  • How to ask for planned gifts;
  • And much, much more.

Everyone who participates in the program will also receive a packet of handouts including a special worksheet that will allow you to calculate your organization’s bequest giving potential.

This seminar is designed for everyone who wants to raise more money through planned giving. This webinar will be particularly helpful for Executive Directors, Development Directors, development staff members, and board members who are interested in learning how easy and effective planned giving can be for nonprofits of all sizes. Register today for one site and invite as many people as you like to watch and listen at your site.

If your organization needs a speaker, please click here or contact me.

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

  

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]

December 10, 2012

Special Report: PANO Webinar, “Planned Giving Primer”

On Wednesday, December 12, 2012, I will be co-presenting the webinar “Planned Giving Primer” from 1:30 – 3:00 PM (EST – 05:00 GMT). The program is hosted by the Pennsylvania Association of Nonprofit Organizations and the Nonprofit Issues newsletter.

To participate in the live program, click here to register. To purchase a recording of the program at the PANO Online Store, click here. 

Don Kramer, an attorney with Montgomery McCracken Walker & Rhoads and publisher of Nonprofit Issues, and I will review the major planned giving instruments and discuss which ones make the most sense to emphasize in starting a planned giving program. We will also discuss the advantages of integrating planned giving into an existing development program, targeting the best prospects, getting buy-in from the board, and techniques for generating gifts.

read more »

February 21, 2012

Special Report: Damage Control–How to Counter Bad Press!

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]

A number of nonprofit organizations have been in the news lately. Sadly, many of the recent big headlines have been negative. I’ve commented on some of these stories here:

Tragic Lessons of the Penn State Fiasco

Garth Brooks Sues Hospital for Return of $500,000 Gift

Actions of One Alleged & One Admitted Child-Rapist Impact You

Does Komen Have a Communications or Integrity Problem?

Now, I’ll have a chance to continue the conversation as a panelist for the webinar “Damage Control: How to Counter Bad Press!” The program, hosted by For the Charitable Community, will take place Thursday, February 23, 10:00 AM PST. My fellow panelists will include Penny C. Sansevieri, CEO and founder of Author Marketing Experts, Inc.; Richard LeSchander, Account Manager, PR Newswire; and Carrie Robers, CEO of For the Charitable Community.

You can learn more about this webinar and register by visiting the program site: “Damage Control: How to Counter Bad Press!”

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

November 1, 2011

Special Report: AFP Webinar, “Donor-Centered Planned Gift Marketing”

On November 1, I did a webinar for the Association of Fundraising Professionals. The program was titled: “Donor-Centered Planned Gift Marketing.” If you missed the webinar, you can purchase a recording, slides, and handouts directly from AFP by visiting http://afp.peachnewmedia.com/store/provider/provider09.php. The program is approved for credit by CFRE International.

If you were able to participate in the webinar, I invite you to post comments or questions below. We can continue the conversation here.

The webinar bears the same name as my book, Donor-Centered Planned Gift Marketing. The book is on the official CFRE International Resource Reading List. For writing the book, I was honored to receive the AFP-Skystone Partners Prize for Research in Fundraising and Philanthropy.

I thank AFP for inviting me to do the webinar. And, I thank the AFP Greater Philadelphia Chapter and the Community College of Philadelphia for providing my host location for the presentation.

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]

%d bloggers like this: