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 […]

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 […]

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 […]

how to be a great legacy fundraiser
How To Be A Great Legacy Fundraiser

April 20, 2016

I’ve invested myself in the world of legacy giving for some fifteen years now. Over those years, one simple truth has become more and more evident to me. That truth is this: One of the biggest obstacles to great legacy fundraising is the age gap between planned giving fundraisers and their legacy prospects. Let’s start with […]

Is Donor Recognition Really That Useful?

March 30, 2016

Why do we things the way we do? It’s a question we sometimes forget to ask ourselves, but it’s an important one.  In this series, we’ll be asking a fundraising question that might seem simple, and looking to a Good Worker and a guest for their thoughts. There are no right answers here, but we hope […]

Residual Gifts: The Only ‘How To Give’ You Need

March 9, 2016

In a world of why, sometimes a little how makes a big difference! If you know me much at all, you’re probably aware of two things: I read books. I read a LOT of books. I blog about books. I do conference lunchtime plenaries about books. I talk to colleagues and clients and friends about books. And […]

Who Are Your Best Planned Giving Prospects?

February 3, 2016

Why do we things the way we do? It’s a question we sometimes forget to ask ourselves, but it’s an important one.  In this series, we’ll be asking a fundraising question that might seem simple, and looking to a Good Worker and a guest for their thoughts. There are no right answers here, but we hope […]