FAQs & Resources


Must-Read Publications

Overkill Marketing

by Vince Fraumeni and James Pierson

  • How to make your prospects tune out without really trying.
  • Dressing pseudo-spam in a suit and tie and calling it a newsletter doesn’t fool anyone.
  • Mission-driven vs. profit-driven marketing.
  • How to use your unique advantage over financial investment giants.

Seniors on the Internet

by Derek Davis. Latest data on seniors’ use of the Internet. The article contends that the Web can deliver wealthier. more financially savvy. and more motivated prospects than direct mail.

  • Seniors who own computers spend more time logging in to the Internet than any other segment of American society.
  • 65% of the Americans age 55+ who are online use the Internet for investing.
  • Seniors are 27% more inclined to invest online than their younger counterparts.
  • 70% of seniors who own a computer ? 14 million North Americans age 50+ ? use the Internet on a regular basis.
  • Savvy seniors use the Web to comparison-shop. so make sure your website helps them find the answers they want.

Dinosaur Development

by Adam Corson-Finnerty. Development Director for the University of Pennsylvania Library System. Hard hitting comments from a seasoned fundraiser and pioneer user of the Internet.

  • ... you are losing money. you are losing constituents. and you are losing "mindshare."
  • ... I contend that the first place to focus your Internet fundraising is on major gifts. Why? Well. for one thing. because that’s where the money is.
  • One of the biggest mistakes that fundraisers make is to spend too much time on small gifts. The same thing is happening on the Internet.
  • Donor recognition can lead to second-time gifts. and inspire new first-time gifts.
  • How to get rid of Internet myopia.
  • Don’t watch six-figure donations walk out the door.

Why a Planned Giving Program?

by Jerry Rohrbach. CFRE.ChFC. Director of Planned Giving. Temple University

  • Planned giving is the fastest growing segment of philanthropy in America today.
  • How planned giving helps donors maximize gifts.
  • Americans over 65 now 12% of population ? and giving.
  • $40 Trillion in wealth will be transferred over the next 40 years.

Top Ten Planned Giving Myths

by Richard D. Barrett and Reine Shiffman

  • Planned giving is not appropriate for a new organization.
  • Planned giving applies only to older people.
  • We need money now; we can’t possibly think about planned giving!
  • Planned giving hurts anual giving.

Understanding Your Web Statistics

by VirtualGiving. Inc.

  • How will we know how many visits our site gets?
  • What to expect from your web statistics.
  • Getting visitors to your website.
  • Promote your website personally.

Planned Giving for Churches - The Last Frontier?

by John Foster with Derek Davis

  • Why planned giving has been a missed opportunity for churches.
  • The right tools can change perceptions. build endowment and strengthen mission.
  • The gifts are waiting in the pews.

Planned Giving for Jewish Organizations

by Reine Shiffman

  • The new millennium brings with it new attitudes about Jewish philanthropy.
  • Jewish giving is today based more on value rather than intimidation or fear.
  • More and more Jews are giving beyond the Jewish community.
  • Planned giving provides an array of options and gives donors more control.

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