You Can Fully Fund Your Budget While Launching Planned Giving

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor

Let's talk about fully funding your organization's annual budget WHILE launching your planned giving program.

 

Did you know there is research showing that on average 75% of people who make a gift in their will to your mission will increase their annual giving to that same nonprofit?

 

The myth that planned giving will HURT your annual fund is just that. Another nonprofit myth.

 

I hope by now you've listened to this month's podcast where I intereviewed Tony Martignetti about his new book called Planned Giving Accelerated that releases on September 15! He elaborates on this concept and statistic in the episode.

 

You can listen in at YouTube here and Apple Podcasts here!

In thie episode you'll hear Tony explain how a one-person shop can launch a planned giving program in a week. ONE WEEK.

Tony breaks down his three-step framework:

✔️ Identify your top prospects using donor longevity, not a wealth screening  

✔️ Start with bequests, the simplest and most common planned gift  

✔️ Cultivate and solicit with one simple question

Here are a few other nuggets to listen for:

✔️ You already know your top prospects: your long-tenured donors, no wealth screening required  

✔️ Bequests are about 75% of all planned gifts, and the most affordable to start  

✔️ "Would you consider including us in your will?" is enough to launch your program

If planned giving has been sitting in your "someday, when we're bigger" pile, this is your sign to move it up.

How about you? Are you next to scale your annual fund and planned giving program? All who apply to work with me through the end of September get a free copy of Tony's book!  You can do that here.

Whenever you’re ready to scale your annual fund, there are THREE things you can do next:

👣 Follow me on LinkedIn where I share insider fundraising info daily — the same lessons I teach my clients through my consultancy about securing larger major gifts and diversifying revenue.

🍎 Get Resources + White Papers — download robust resources you can use to push against the nonprofits sector’s scarcity mindset, equip your board, and shift your entire team into high-ROI fundraising.

📈 Work with me to fully-fund your nonprofit organization’s strategic plan and aspirational budget. If you’re a business-minded nonprofit CEO or Executive Director with big growth plans but need to make charitable revenue from relational donors a bigger part of your budget, you can apply to work with me here.

Sherry Quam Taylor

Sherry Quam Taylor works with business-minded Nonprofit CEOs whose Strategic Plans require expansive budgets and larger amounts of general-operating revenue for growth. To become investment-level ready, Sherry helps leaders see their revenue potential and helps them see what may be blocking donors from giving in this way. Sherry’s clients know how to attract larger donors by solving the funding challenges at the root of the issue.

As a result of learning her methodology, Sherry’s clients become sustainable, diversify revenue, and know how to add significant amounts gen-ops revenue to their budgets. But mostly, their development departments and board have transformed into high-ROI revenue generators – aligning their hours with relational dollars and set free from the limitations of transactional fundraising.

Sherry attributes the success of her business to her passion for modeling radical confidence to the future CEOs in her house - her two college-aged daughters.

https://www.QuamTaylor.com
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