Give and Take

Storytelling connects brand, trust, emotion, content, and marketing to create memorable communication and shareable, creative experiences
Bequest
Claire Meyerhoff

Bequest Storytelling: 8 Powerful Strategies to Boost Your Nonprofit’s Planned Giving Program

Transform your nonprofit’s planned giving program with powerful bequest storytelling – no big budget required. Most organizations lack dedicated resources for legacy gift marketing, but there’s a simple solution: sharing authentic donor stories that showcase real impact. By following these 8 proven strategies for effective bequest marketing, you’ll connect with potential donors, build trust, and secure more charitable bequests to support your mission’s future, all through the power of storytelling.

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Modern red and white apartment building with balconies, landscaped garden, and large Vacancy sign in front
Planned Giving
Viken Mikaelian

Retirement Community? Fill Your Vacancies Faster.

Seniors often delay moving into retirement communities because they’re waiting to sell their home. This puts their future at risk as they age. Our process removes that barrier. We provide immediate cash through a structured sale, allowing them to move in now. The remainder becomes a charitable gift, and there’s no financial risk to your community—funds are secured before move-in. It’s seamless, fast, and ensures your vacancies are filled with motivated, ready-to-move-in residents.

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Yellow speech bubbles representing groupthink or isolation in the fundraising world.
Fundraising Strategy
Viken Mikaelian

The Fundraiser’s Bubble

“You can’t ask a donor for a major gift if you don’t even speak their language.” Most fundraisers live in a nonprofit echo chamber—talking to each other, quoting the same case studies, even watching the same TV stations and staying in the same cultural environment. But your donors don’t live there. Step outside the bubble. Learn their world—or lose their trust. This is for the 5% who will.

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An image of a man quitting his job with grace and respect.
Job Loss
Viken Mikaelian

Leaving a Job Gracefully

Leaving a job gracefully involves giving ample notice, express gratitude to colleagues, and complete assigned projects diligently. Maintain a positive attitude for leaving doors open for future opportunities.

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