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The Why for Planned Giving (Gift Planning)
What Every Board Member Needs to Know By Andy Ragone, CGPP Most fundraising programs stick to the familiar—annual appeals, galas, and...
andyragone
Mar 213 min read
145 views
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Stay Above the Fray
By Kimberly Jetton, CFRE, MNM Are You Pushing Your Donors Away? Do you truly value your donors? Not just in theory, not just in the...
kimmijett
Feb 112 min read
76 views
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Being Human and Bringing Value to the Business Relationship: Four Ways to Effectively Network
By Javier Reyes, Cassandra Reyes, and Andy Ragone We may think we know this relationship stuff. We might be relational people. But do we...
andyragone
Dec 5, 20244 min read
75 views
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Success in Planned Giving: A Move Away from the Transaction and towards the Relationship
By Andy Ragone Planned giving isn’t just a line item in a fundraising campaign. It’s something far deeper, richer—a relational journey....
andyragone
Nov 20, 20244 min read
159 views
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How to Keep $1 Million
By Wayne Olson After I published the video, "How to Lose $1 Million," I received many calls and emails from people asking about losing...
andyragone
Oct 17, 20241 min read
25 views
0 comments


How to Lose $1 Million
By Wayne Olson An organization I am familiar with is about to lose a major donation. As fundraisers (or in business, too), we are always...
andyragone
Sep 27, 20241 min read
44 views
1 comment

Secrets of Nonprofit Recruiting
By Wayne Olson We spend more of our day with our boss and coworkers than we do with our spouse and children. Yet, we spend far less time...
kimmijett
Aug 31, 20244 min read
61 views
0 comments

Worth It!
Creating a planned giving program can be more than we bargained for, but it's still worth the effort. What might a team look like? by...
kimmijett
Aug 15, 20242 min read
57 views
0 comments

Are You Ready to Build a Planned Giving Program?
Here are 5 Building Blocks You Need By Kimberly Jetton, MNM, CFRE Many nonprofits I speak to understand that a vibrant planned giving...
kimmijett
Jul 22, 20244 min read
166 views
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Narrow the Gap: Our Best Fundraising ROI
Marketing is important, but it's not enough. Not even close. By Andy Ragone Some have recently shared this sentiment with me: "We're...
kimmijett
Jun 20, 20247 min read
179 views
0 comments

Estate Planning Seminars, Now in Spanish!
By Kimberly Jetton. Pleiades Nonprofit Advisors Presents Spanish Estate Planning Seminars and Stewardship: A Unique Opportunity to Engage...
kimmijett
Jun 4, 20242 min read
119 views
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Perspective Power
By Wayne Olson, Wayne Olson Consulting Want to add power to your day? Add a little perspective. Too often we get up, get moving and...
kimmijett
May 28, 20243 min read
98 views
0 comments

Rethinking the Donor Pyramid:
Our greatest bequest prospects may not be who we think. By Kimberly Jetton, CFRE, MNM Years ago, I heard a donor story from the CEO of an...
kimmijett
May 7, 20243 min read
318 views
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Getting Leadership Buy-In (Part Two): Sharing MOMENTUM Metrics
by Andy Ragone, CGPP But wait… there's more! What should you know about getting leadership buy-in? In part one of this blog series, I...
kimmijett
Apr 30, 20247 min read
182 views
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Getting Leadership Buy-In (Part One): Your First Two Obstacles to Hurdle
by Andy Ragone I recently presented the merits of planned giving to a board of directors in ten minutes. They would then decide whether...
kimmijett
Apr 15, 20244 min read
122 views
0 comments


'Tis the Season... Estate Planning Seminar Season
By Andy Ragone "Been there, done that!" When I explain the value of hosting an estate planning seminar with an organization, the pitch is...
kimmijett
Mar 27, 20243 min read
233 views
0 comments


Eight Secrets to Know When Marketing for Planned Gifts
by Andy Ragone, CGPP It's true... Donors contribute because they support your mission and are confident in your organization's ability...
kimmijett
Feb 12, 20246 min read
310 views
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Give Donors Community
By Wayne Olson, Senior Director, Planned Giving, Shriners Children’s Wayne.olson@shrinenet.org When people give to charity, they want...
kimmijett
Jan 4, 20243 min read
99 views
0 comments

Your Roadmap to Philanthropy: Five Gifts to Focus on in 2024
By Kristen Jaarda J.D., LL.M., CAP® Do you ever feel like you need a map to navigate the current giving landscape? If you work in the...
kimmijett
Nov 21, 20234 min read
197 views
0 comments


Steer the Boat or Chart the Course?
By Wayne Olson Senior Director, Planned Giving, Shriners Children’s Wayne.olson@shrinenet.org Many people mistake management with...
andyragone
Nov 14, 20234 min read
102 views
0 comments