Giving Tomorrow Magazine. It’s the first and only magazine devoted to marketing planned gifts and blended gifts.
Topics Covered
Below are topics we currently have in mind. What topics would you like to see?
- How to talk to high net-worth donors
- How to get donors, and their advisors, to the tableIntroduction to planned giving
Importance of planned giving … (it’s not about money) - The types of planned gifts
- Video interviews on gift acceptance policies
- How the “simple’ gifts work
- Bequests and how to get them
- The Charitable Gift Annuity
- How to start a planned giving program
- Sustainability
- How to talk with your board
- Time management – Session I (this is not about apps and widgets)
- Success habits to become a CEO (this is not for the meek)
- 21-point planned giving marketing program (full download available)
- Gifts of real estate? They’re a lot easier than you think
- Donor Advised Funds: The forgotten gift
- Qualified Charitable Distributions (The IRA Rollover, as your donors know it)
- Challenges with the SECURE Act
- Summary of the CARES Act
- Time Management – Session II
- Basic planned giving marketing principles
- Gift counting policies: The good, the bad, and the ugly
- Understanding money, its impact on wealth perceptions
- Donor acquisition and retention principles
- Sources of financial support
- How to identify prospective donors
- How to identify the millionaire next door
- Donor stories: how to get them; what to ask
- Should you “fire” that donor?
- How to talk with a disgruntled donor
- Donor screening, qualifying, and rating methods
- Relationships between and among annual giving, capital/major giving, and planned/legacy programs
- Components and uses of feasibility/planning studies
- Donor motivations, barriers to giving, and giving behavior
- Gift agreements and payment structures for contributions such as outright gifts, pledges, and installments
- Criteria for special events
- Aspects of nonverbal communication (body language, eye contact…)
- Incentives such as member benefits, special invitations, premiums, and naming rights
- Electronic media in relationship building
- Stewardship techniques such as recognition and impact reporting
- Ethical use of data
- How to identify blind spots with donors
- Do advisors want to see their clients give money way?
- Annual Fund: Who to target for planned gifts
- How to get creative with a donor on gift annuities
- Don’t place a PhD or an attorney in charge of your marketing
- Growing your career in development
- How to advise a donor of a planned gift
- How to target for planned giving at larger organizations
- Difference between leadership and management skills
- The New Tax Laws: Will they affect donations?
- The small shop and planned giving: Advice you can use
- Best practices in a planned giving program