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Katelyn, I am Bob Hartsook, now nearly 40 years ago, I, too, was new to this method. Ultimately, gifts given through estate plans have been a core part of my Major Gift program. I sold my company, HARTSOOK, and retired in 2019. I am not selling you anything, ...

Hi Lindsay, You have some great recommendations from others in this thread including Virtuous and Bloomerang. Another one to add is Charity Engine. If you need help connecting with them, happy to do an email introduction for you. Jeff ------------------------------ ...

Hi Katherine, If you are looking for a storytelling consultant check out : https://tcbfundraising.com/about-clay/ If you are wanting a firm to help you tell your story through different mediums check out: https://www.newmanandnewmaninc.com/ Happy ...

Hi Katelyn, I'd be happy to chat with you and walk you through the process of launching a planned giving initiative. To drive results you are looking at more than a direct mail appeal. My email is jeffg@catapultfr.com . Reach out and I can share with ...

Would the direct mail go to all of your donors, or a targeted subset? I've never run a legacy giving program myself, but people I've spoken with who have done so recommend focusing on longtime donors and major donors. That will especially be true when ...

One common theme here that I highly agree with is segmentation. Also doing direct mailing a silo has lower response than a multi-touch campaign. Did you know that one can create a "custom audience" off of your postal and email file and then use a good ...