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 […]

Why Ziggy Stardust Is The Bequester To Watch

January 26, 2016

As I write this, David Bowie died less than two days ago… I’m surprised at how hard his passing hit me. His Ziggy Stardust concert was one of the first I’d ever attended as a 15 year-old wannabe rock and roller teenager from the Ottawa Valley backwater of Renfrew, Ontario. And, David Bowie was a […]

Just 8 Words To Enhance Your Legacy Communications

December 11, 2015

Rather than a TIP, this month I thought I’d offer you a TOOL that you can use whenever you’re creating legacy communications material. This tool is dead simple. It’s just 8 little words. Eight words that I think you should use whenever you’re creating content (be it paper-based, digital or conversational). Here’s how to use […]


October 20, 2015

A Little ‘How’ To Market Legacy Giving

July 16, 2015

  If you’ve listened to me talk about legacy giving over the past fifteen years, you’ll already know that I’m pretty fanatical about how it’s marketed to donors. At the highest, most strategic level, there are three over-riding principles that direct everything else in a successful legacy program. To review: Since more than 90% of […]

Legacy Giving: It’s about the Donor, Not the Money!

September 16, 2014

Let’s start out this month’s tip on legacy giving by you allowing me to conduct a little experiment – with you as the guinea pig. I’m about to show you copy from two legacy giving website landing pages. Each of the two belongs to a Christian charity. Each charity’s target audience is people over 60 […]

Legacy Giving Through a Donor’s Eyes

August 6, 2014

I’m very fortunate to have the opportunity to speak at fundraising conferences and seminars all over North America. I’ve spoken about social media, legacy giving, fundraising basics, storytelling and, my current favourite topic, the psychology of giving. For someone who grew up painfully shy, and who is a classic introvert, I’ve come to embrace and […]