The Holy Trinity of Aging Well

April 23, 2019

Most of us who work as fundraisers have super-busy lives. We rush from family to job responsibility – and back – sometimes several times in a day. At work, we’re trying to do more with less – and to do it more quickly than we did last year. Most fundraisers live in what Jane Fonda […]

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, […]

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 […]

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 […]

Weathering the storm: How to talk about financial trouble

May 22, 2018

This morning, a friend and colleague sent me a sample mailing from a brand-name UK charity that he found interesting. I read it over and sort of sighed under my breath…“here we go again”. Now, this particular letter was from the Royal National Lifeboat Institution – or RNLI as it is commonly known in Britain. […]

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 […]

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 […]

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 […]

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 […]

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 […]