Legacy Giving vs. Planned Giving: Definitions & Positioning

2026-10-23T11:30:25-04:00

While planned giving refers to the technical financial structures behind deferred gifts, legacy giving reflects the emotional, donor-centric messaging that inspires supporters to include nonprofits in their long-term estate plans. These differences are vital for executive leaders who want to maximize long-term major gift conversions. Defining the Difference: Legacy Giving vs. Planned Giving Understanding the difference between legacy giving and planned giving in nonprofit marketing requires executive leadership to separate technical administration from donor motivation. At its core, planned giving describes the legal, tax, and financial mechanisms used to structure deferred contributions. These instruments include charitable gift annuities, charitable remainder unitrusts, [...]

Legacy Giving vs. Planned Giving: Definitions & Positioning2026-10-23T11:30:25-04:00

Rating Top Employer Appends for Nonprofits

2026-08-19T22:53:09-04:00

Finding new ways to grow your donor relationships, and your revenue, starts with having the right data. One of the most valuable but underutilized data points in any nonprofit’s donor database is employer information. Knowing where your donors work can unlock a range of fundraising opportunities, especially when it comes to corporate gift matching and workplace giving campaigns. That’s where employer appends come in. These tools help you enrich your records by automatically identifying and adding employment data to your donor profiles. But with so many options out there, how do you know which provider is right for your organization? In this [...]

Rating Top Employer Appends for Nonprofits2026-08-19T22:53:09-04:00

Smart Fundraisers are Prepared for Uncertainty

2023-05-18T23:50:21-04:00

Smart fundraisers are getting better at planning for uncertainty. Just when we thought we were out of the woods, new strains and variants of the COVID virus have sent many fundraisers scrambling, again. Rather than waiting for things to ‘return to normal,' be prepared to pivot. A good fundraising plan should start with an analysis of development activities, either a formal audit or an informal survey of the current state of your program. What are the strengths you should take advantage of, how can you improve areas of weakness, and where are the opportunities for future growth? Creating a fundraising [...]

Smart Fundraisers are Prepared for Uncertainty2023-05-18T23:50:21-04:00

4 Foundational Tips for a Sure-Fire Fundraising Strategy in 2022

2023-05-18T23:50:21-04:00

Remember, each passing year is another chance to improve. Imagine what your organization could accomplish in 2022 if you began each initiative with streamlined donor records, an arsenal of canned reports to track key metrics, and a solid plan to prioritize each donor segment individually. While your nonprofit’s plan will be unique, these foundational tips are sure to help you set the stage for the new year with a sure-fire fundraising strategy. Tip #1: Send multichannel communications with diverse opportunities to give You may be surprised to learn that multichannel donors contribute four times as often as online-only or offline-only [...]

4 Foundational Tips for a Sure-Fire Fundraising Strategy in 20222023-05-18T23:50:21-04:00

Your Nonprofit Logo is a Spark, Not the Flame

2023-05-18T23:50:28-04:00

Remember these words: Your nonprofit's logo is not your story. If you Google “nonprofit logos,” you’ll see some common themes. Hands. Globes. Holding hands around a globe. Hearts. I get how this happened. Many nonprofit leaders really want to take every opportunity to help you understand that they are helping people. They want that to be clear. They want to use every tool, including their logo, to tell their story. In my experience working with nonprofit clients, I’ve learned how much people want to be able to have one icon or image that shows the whole who, what, why all [...]

Your Nonprofit Logo is a Spark, Not the Flame2023-05-18T23:50:28-04:00

Why Monthly Giving is Easy

2023-05-18T23:58:23-04:00

Why Monthly Giving is Easy! By Erica Waasdorp, President, A Direct Solution and author of Monthly Giving. The Sleeping Giant and NEW: Monthly Giving Made Easy During the recent Virtual Summit for Nonprofit Changemakers , Ashton Rodenhiser did this wonderful visual overview of what I talked about for 45 minutes. Mind you, she had only heard me speak once before with a different monthly giving focus. It’s truly amazing how she can capture the essence of the session.  If nothing else, print out this little graphic and put it on your bulletin board. It’s a quick overview of why and [...]

Why Monthly Giving is Easy2023-05-18T23:58:23-04:00

Hiring a Nonprofit Consultant? Keep These 5 Tips in Mind!

2026-11-05T09:45:39-05:00

Do your fundraising strategies need a little freshening up? Is it time for some spring (or fall, summer, or winter) cleaning to get your organization’s operations back on track? If your nonprofit is taking on new challenges or experiencing changes,¹ a consultant might be the expert hand you need to guide your team to success no matter what lies ahead. The search for the right consulting firm can be a formidable task all on its own, so we’ve decided to outline the 5 most important tips every nonprofit should keep in mind when hiring one: Let your goals direct your consultant [...]

Hiring a Nonprofit Consultant? Keep These 5 Tips in Mind!2026-11-05T09:45:39-05:00

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