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 […]

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 […]