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The Legacy Stewardship Secret You Need To Know

October 16, 2017

I want to share a conversation I have with planned giving fundraisers all the time… We’re talking about the ways in which the charity in question can effectively market bequests to its donors. We get excited as we start to realize how much revenue we could generate – and how little it would cost to […]

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How to Calculate Your Legacy Potential

October 2, 2017

Everyone’s looking for new sources of revenue these days. You’ve no doubt got someone on your board who’s floating the idea of a social media campaign (“but they did it with the ice bucket challenge!”) or yet another special event (“why NOT have another golf tournament?”).  The hard reality of life is that we live […]

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Legacy Stewardship: What You REALLY Need To Do

July 4, 2017

STEWARD: One whose job is to manage the property or finances of another. I want to bring you into a classic conversation I’ve had over and over with my fellow fundraisers over the years. Someone has invited me into her office to talk with her about her organization’s bequest income potential. I’ll do some pretty […]

Once upon a time, at a busy bus stop...
Once Upon a Time: Telling the Perfect Legacy Gift Story

April 24, 2017

Once upon a time there was an aspiring fundraiser. She worked for a wonderful charity that was engaged in a truly great cause. Now, this fundraiser was a dedicated soul. She was always striving to learn more, to get better at her work and to perfect the noble craft that had called to her so […]

Get on the right track with legacy giving.
Show Me The Money: The ROI on Legacy Giving

March 27, 2017

If you’re old enough to remember the 1996 movie Jerry Maguire (which was nominated for five Academy Awards), you’ll no doubt remember the ‘show me the money’ scene. If you don’t know the movie, it’s worth watching. And, if you don’t know the scene, it’s on YouTube! You’d think that fundraisers are pretty clear on […]

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Client Case Study: University of Saskatchewan Legacy Series

February 13, 2017

The University of Saskatchewan invested more than 10 years in building a donor-centred planned giving program. While they had incorporated stories in an annual newsletter, advertisements and events, they wanted to elevate their proactive planned giving program and generate more leads. That’s when they contacted Good Works to help them implement a story-driven direct mail […]

Doubling Down: How To Make Donors Happy AND Double Revenues

January 30, 2017

Believe it or not, there was a time (not THAT long ago) when direct response fundraising for annual giving programs was a very one-dimensional exercise. Your charity had a list of direct mail donors. You mailed appeals to them four or five times a year. They sent you lots of money. You met your goal. […]

Legacy Lessons For The Under-50 Set

October 12, 2016

I’ve been immersed in the world of charitable bequests since my fellow Good Workers and I conducted our first donor poll on the subject way back in 2003. In the years since, I’ve learned dozens of valuable lessons about where legacy gifts come from, who makes them, why they get made and how to persuade […]

How To Pop The Legacy Question The Right Way

July 7, 2016

I’ve talked to hundreds of fundraisers about legacy giving over the years. As a rule, we know that there’s lots of money to be made in bequests, but we feel uncomfortable talking about death – and it feels downright icky to imagine asking a supporter to put you in her will. I’d like to make […]