Give and Take

Three people show love heart shape
For Donors
Patrick O'Donnell

31 Quality Questions to Ask Planned Giving and Major Gifts donors and Prospects

Do you struggle to generate exceptional questions for donor interviews? Then struggle no more: This post will show you a guaranteed way to generate thought-provoking interview questions that generate comprehensive, high-quality answers. And the best part is, whether it’s an interview for a donor story, annual report, board report, newsletter story — even a job or candidate interview — all of these skills will translate. Plus, we’ve included 31 sample questions that you can adapt for your next donor interview.

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asking for money and money being handed over
Fundraising Consulting
Viken Mikaelian

The Art & Science of Asking for Money

There’s a difference between being a beggar and a fundraiser. Don’t conflate asking for money with groveling. You’re not demeaning yourself by asking for money. It’s actually a privilege.

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Writing a letter or note
Planned Giving
Viken Mikaelian

CEO Note

If my name were in your database, it would be flagged as an ideal planned giving prospect. Why? I’m over 60. I own a business and real estate (which can be planned gifts). I have no kids. I give annually to a number of charities.

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man planning at the computer
For Donors
Viken Mikaelian

Five Reasons Your Donors Need a Free Online Will Planner

You should already be promoting the importance of estate planning (and by extension, marketing your planned giving program) to your donors. We offer a simple toolkit to cover most needs. But to really help your donors—who in turn, will help you—you need a free online will planner incorporated in your planned giving website.

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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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