Big Nonprofit Ideas for the Other 95%
[EPISODE] 5-Minute Planned Giving and What’s Fair Game?
5-Minute Planned Giving Marketing
The best person to reveal my wildly simple Planned Giving promotion tips is me.
What’s Fair Game?
Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more?
Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder.
Tony starts out the first segment by talking about planned giving and mentioning why these gifts involves more personal considerations. Tony talks about how this is more of a long term fundraising verses something you just do once. And this is not the kind of giving that’s only for wealthy donors. Tony talks about how sometimes this kind of giving can include being a part of someone’s will.
Tony explains the difference between people giving from their pockets to people who are giving from something like businesses. Tony also talks about having a mission and going to the board members to get donors. Tony continues on planned giving and sexism, and how women often have money and sometimes more than men. Living trust and being named a beneficiary as planned giving you can focus on. Tony talks about the mindset of the donor and how they find they feel like they can’t change their minds. He continues about the complications about life insurance and donors, and how to factor in the age of potential donors.
Tony comes back to talk about planned giving relationships, before his interview with Maria Semple. Maria and Tony discuss what is “fair game” and Maria mentions how to do product research. Tony talks about doing research simply through social media and how anything on Linkedin could be considered fair game. Considering everything people post is typically public or not completely private. Maria and Tony move on to talk about Facebook, and the type of information that is shared on that platform. They quickly mention Twitter, and how you’re less likely to find something compromising.
Tony and Maria come back on to talk about Facebook. Tony talk about if you should be “friends” with potential donors and the consensus is that you shouldn’t be creating that personal of relationships with potential donors. For navigating something like Twitter the suggestion is to look at your staff and see who is already on Twitter.