Give and Take

angry bird looking at camera
Estate Planning
Viken Mikaelian

A Lesson from an Early Bird

I picked up my coffee this morning at our local WaWa (for those of you who aren’t on the East Coast, you’ll have to Google that) and drove to our office in Valley Forge, PA. After an uneventful, pleasant drive that gave me a little extra planning time, I pulled into my parking space ready to start the day. I opened the door to get out …

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Shaking hands closing a deal
Major Gifts
Viken Mikaelian

Enter the Advisor  

When a donor is ready to make a planned gift, often their financial advisor enters the picture. Remember, these advisors serve not only your donor

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getting higher responses to newsletters
Fundraising Strategy
Viken Mikaelian

Low Response to Planned Giving Newsletters? Here’s What You’re Doing Wrong  

If you have been in the fundraising industry for a while, you probably remember a time when planned giving newsletters were a surefire way to connect with donors. While the majority of people still prefer direct mail as a form of communication over e-mail, the popularity of planned giving newsletters has dwindled. Planned giving newsletters still produce benefits and are an important tool in hitting donation targets, but they must be sent with a clear strategy and must target the correct people. 

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