Asking the Right Way Can Triple the Likelihood of a Bequest - And Double the Amount
People getting professional help writing their wills are three times as likely to include a charitable bequest - and make gifts twice as large - when they…
After Donors Respond to Planned Giving Marketing, How Do You Follow Up?
A number of our clients have recently faced a wonderful "problem": The response to their Pentera planned giving marketing campaign was greater…
Planned Giving Revenue Up in First Half of the Year
More than 80% of charities say that planned giving revenue in the first half of 2017 was as good as or better than last year, according to a recently…
Direct Mail Marketing Effective Among 45 to 64 Year Olds
Gift officers and others involved in planned giving marketing know that direct mail works well with the senior citizens who tend to make up the bulk of…
Gift Officers Say They Need Smaller Portfolios with Better Donor Prospects
Major and planned gift officers say that only 37 percent of new donor prospects are truly qualified to make a gift and that "smaller portfolios with…
Increase in Bequests from Small Estates Is Good News for Planned Giving
"Bequests down 9 percent" was the headline about planned giving that got reported most from Giving USA 2017 - but that is not the most important…
Giving USA Report Features Pentera-Initiated Planned Giving Study
A key conclusion from The Planned Giving Study initiated and funded by Pentera—that legacy societies are effective with donors of planned…
Students Dine with Donors - Thanks to a Gift!
Charities, of course, love unrestricted gifts because they can use the funds to fill the greatest need at the time the funds arrive. Many donors, on the…
What Do Your Donor Stories Say About YOU?
Planned giving newsletters and Web sites prominently feature donor stories because gift planning officers know the stories can inspire other potential…