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Jul 25, 2018

Planned Giving – An Untapped Resource

Recently, we did a large-sample national survey of donors in the United States. We asked a wide variety of questions and we will be blogging about some of their answers over the next few weeks.

The first blog is on the untapped resource for planned gifts.

In our survey, over one-third of respondents indicated that they currently do not have a charitable gift in their will or estate but would consider adding one.

Strikingly, that was twice as many people as those who indicated they have already included a charity in their estate.

Think about that. That means potentially for every planned gift you have already secured, there are two more out there just waiting on you to ask them.

If you don’t already have a plan to land more planned gifts from your donors, you really need to make that a priority.

Echoes of the Dot-Com Bust

I asked the AI Microsoft’s AI tool Copilot to tell me about the dot.com bust of 25 years ago. If you are old enough to remember, the dot.com bust came right off the heels of the Y2K computer fears, the September 11 terrorist attacks and anthrax in snail-mail...

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Micro-Sustainers to Lapsed Donors

Each fall, we here at Analytical Ones survey the trends in fundraising and come up with testing ideas for your fall campaigns. Last year, we recommended testing first class postage, to avoid the USPS’s SOP of delivering all nonprofit postage appeals on the same day....

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Part VII: How Analytical Ones Will be Using AI

Over the past couple of weeks, I have written about some potential effects that AI will have on the nonprofit sector. Today, I’m going to end this series on how we as a company intend to use AI. There’s no doubt there is a certain “wow-factor” using AI. It’s like Star...

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