Hearts or Minds?

Last week was Planned Giving Days, hosted by the National Capitol Gift Planning Council, and, as usual, it was an excellent opportunity to learn from a wonderful group of speakers and attendees. One presentation prompted an animated follow-up conversation.  “From Suspect to Prospect to Closing the Deal.” The speaker described her organization’s process of lead […]


A tremendous amount of research has been published that can help us in our planned giving marketing. Part of my job as a blogger is to keep up with relevant research and to distill it down for you.  All of the following information has been included in a blog post but it’s organized here so you don’t have to browse through my posts to find what you’re looking for.

By the Author

PG for Associations

Compilation of Demographics Posts

Good to Great Stewardship Makes the Difference

Applying the Art & Science of Direct Marketing to Planned Giving

10 Commandments of Planned Giving Marketing


Are Demographics Destiny

2009 Stelter Company Report On Age Differences

Katherine Swank on What Women Want

Understanding Donor Motivations


Doing Well by Giving it Away


PPP Counting Guidelines

Typography and the Aging Eye

Relationship Mapping

Planned Giving Marketing

PG Marketing Trends


Sample Mid-Level Solicitation & Stewardship Plan

Access UT Pages

Power of Persuasion

Intentional Stewardship