Planned Giving Archives

Bequest

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.

Claire Meyerhoff May 4, 2025 No Comments

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

Planned Giving

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.

Viken Mikaelian April 30, 2025 No Comments

Gold trophy on a dark background symbolizing success, high performance, and top achievement in fundraising.

Career Advancement

Why Top-Earning Major Gift Officers Master Planned Giving—And How You Can, Too

Top-earning major gift officers don’t ignore planned giving—they embrace it. Not because they have to, but because they know it gives them an edge most fundraisers miss. While others chase bake sales and annual upgrades, these professionals are building donor portfolios that stand the test of time. Mastering planned giving isn’t just smart—it’s strategic. It earns trust, opens bigger conversations, and positions you as the fundraiser leadership remembers. Want to rise? Start where the top performers do.

Viken Mikaelian March 31, 2025 No Comments

Estate Planning

Why Using An Online Estate Planning Service Can Simplify Your Life

Creating a last will is important for taking care of your family. Does your will cover everything you need? Creating a Will isn’t just for people with children and it can be as easy to set up as writing down the names of your family and loved ones and what percentage of your assets you want each person to receive.

Sarah Pinto November 18, 2024 No Comments

Estate Planning

COVID-19 Pandemic Sounds Alarm for Estate Planning Needs

COVID made this business decision a moot point for many employers: it was either work at home or not work at all. Other than the blanket remote work initiative, one of the most highly-affected areas was in the world of estate planning.

Jonathan Gudema October 31, 2024 No Comments

Planned Giving

There’s a Crisis Brewing

Forget what you’ve heard about planned giving. Just do the math. Baby Boomers, who are among the wealthiest and most charitable Americans, are dying at a rate of about 6,000 a day.

Viken Mikaelian October 17, 2024 No Comments

Planned Giving

How to Start a Planned Giving Program: A Comprehensive Guide

Did you know that learning how to start a planned giving program can secure your nonprofit’s long-term financial stability?

It’s a fact—and it’s one successful nonprofits have been using to their advantage for decades. If you’re ready to go beyond annual giving and unlock a more sustainable future through legacy gifts, read on. In this comprehensive guide, we’ll walk you through the entire process of starting a planned giving program.

Viken Mikaelian August 18, 2024 No Comments

Planned Giving

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.

Viken Mikaelian August 4, 2022 No Comments

Give and Take

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

Retirement Community? Fill Your Vacancies Faster.

Why Top-Earning Major Gift Officers Master Planned Giving—And How You Can, Too

Why Using An Online Estate Planning Service Can Simplify Your Life

COVID-19 Pandemic Sounds Alarm for Estate Planning Needs

There’s a Crisis Brewing

How to Start a Planned Giving Program: A Comprehensive Guide

CEO Note

Stay Informed!

Planned Giving Micro Website