collection of tools
The Best Tool in Your Legacy Giving Toolbox

September 10, 2018

My fellow Good Workers and I have been building legacy giving programs with Canadian and U.S. charities since 2003. Over those fifteen years, we’ve worked with more than a hundred organizations and communicated with about a million donors. We’ve written a gazillion words of letter, brochure, email, booklet and web copy. As you can imagine, […]

an iceberg floating in the ocean
How to talk to different generations about bequests

August 20, 2018

Life was easier back then… When my fellow Good Workers and I began our journey into marketing legacy giving to annual donors in 2003, we had a lot of things to figure out. But one thing was simple and clear. We had a pretty singular, unified audience – one made up almost exclusively of members […]

rain through a window
What A Rainy Day Can Teach You About Legacy Gift Marketing

July 9, 2018

Raindrops on the roof…my favourite sound of summer. As I write this blog, I have two more days until my July summer vacation. And, I’m looking forward to it SO much… My wife Sylvie and I have rented a cottage perched on a bluff above a beach on the shores of Lake Huron. We’re both […]

large tree under a blue sky
Don’t tell me how easy it is to leave a legacy gift – inspire me!

April 16, 2018

I want you to pick up your planned giving brochure – or go to the legacy giving pages on your website – and check something for me… Do you stress to supporters how EASY it is to leave a legacy gift in their wills? Do you stress the convenience and efficiency of legacy gift-making? Because […]

tree in front of lake at sunset
The Interesting Tale of the Two “I’s”

January 29, 2018

Are you old enough to remember watching Sesame Street on TV when you were a kid? Well, boys and girls, today’s blog is brought to you by the letter “I”. If I were to give the gift of knowledge to new planned giving fundraisers, my biggest gift would be to teach them the difference between […]

seedling coming through soil
How to Start a Legacy Giving Program from Absolutely Nothing

January 2, 2018

Unless you’ve been living on another planet for the last decade or so, you’re no doubt aware that legacy giving (also known as gifts in wills or charitable bequests) is the biggest source of new revenue for most charities in Canada these days. If you’ve been paying any attention to me and my fellow Good […]

green door with heart cutout that leads to a secret garden
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 […]

a calculator and a pencil sitting on an open notebook
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 […]

The word love written on a beach as a wave rolls in
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 […]