Practical Planned Giving and Major Gift Fundraising

I enjoyed speaking during Crescendo Interactive’s 2022 Practical Planned Giving Conference, “Navigating the Path Ahead.” I remember speaking at the conference ten years ago. What I remember most is how kind and sincere the Crescendo community is. It was a marvelous experience and I am delighted to have been invited in 2022.

While the title of the conference might lead you to believe the focus of the event was solely on planned giving, my talk focused on major gift fundraising. I did include planned giving in my presentation, however. Gifts by Will and via estate plan or “bequests” are of growing interest today.

For those of my followers who are unfamiliar with planned giving, it is also referred to as gift planning or legacy giving. In a nutshell, a planned gift represents someone’s intention to contribute a meaningful charitable contribution to an organization beyond their lifetime. So, unlike an annual gift (an outright gift for use now), a planned gift is one made with the future in mind. Because a substantial generational wealth transfer is underway, nonprofits would be smart to invest in promoting planned giving. You might enjoy reading a prior post, “Nonprofit Fundraising: Reasons for Hope” (2021).

Check out my slide deck on ISSUU. I have formatted the slides so they double as “notes” for future reference. ISSUU is a platform that provides a “magazine” format that makes documents and presentations easy to view on any digital device. If you would like to receive a copy of the slide deck via email, use my blog’s secure contact form to reach me. A video of the slide presentation – without my verbal commentary – is shared below.

Carolyn M. Appleton

September 2022

Hurricane Inspiration on the Gulf Coast

When Hurricane Harvey began to threaten the Texas Coast, one of my foremost concerns was its potential impact on Texas Sealife Center. I met founder Dr. Tim Tristan before I moved from Corpus Christi about seven years ago. He shared his vision of a veterinarian-driven wildlife rescue and rehabilitation center to aid shorebirds, raptors and sea turtles with me back then, and I have never forgotten.

Sea Turtle Surgery
Thanks to the Baltimore Sun for covering Texas Sealife Center in Corpus Christi, Texas (February 14, 2017).

In 2011, Texas Sealife Center was established, and it has not looked back since. The Center is all-volunteer and it has been highly successful in helping animals caught in and injured by fishing lines, those that have ingested fishing lures, metal and plastic objects of all varieties, as well as those that have sustained physical injuries and contracted troublesome diseases.

Tim and I have kept up remotely on Facebook. This summer, I agreed to help with some grant research and writing. The Center’s goal is to secure new equipment to support its medical and rehabilitation activities, with an emphasis on sea turtles. Sadly, the number of stranded and injured animals in the Coastal Bend of South Texas continues to increase. And, more sea turtles require help than ever before.

Brown Pelican, Hurrcane Harvey
Click to reach Texas Sealife Center’s Facebook page and more photos illustrating its work during Hurricane Harvey and more.

As the volunteers have done time and again, they made themselves available 24-7 to aid wildlife caught in Hurricane Harvey and its aftermath. One of the Center’s primary partners is the ARK, or the Animal Rehabilitation Keep of the Marine Science Institute of The University of Texas at Austin, located further north on the Texas Coast. The ARK was heavily damaged during Hurricane Harvey, and Texas Sealife Center gladly took-in injured wildlife that could not be successfully released there. They continue to provide critical medical care and a safe haven until the animals can heal and be released into their natural habitats. Facebook became a powerful platform for conveying the work of Texas Sealife Center during this challenging time.

Aside from researching and submitting proposals for the Center’s urgent equipment needs, one of the most important things I did for this relatively young nonprofit was to create a meaningful GuideStar profile and to obtain the gold seal for transparency. Quite a few nonprofits with which I have worked fear they must have raised a lot of money and have well-known Board members, for instance, before establishing a full profile on GuideStar.

But what GuideStar is about is not money as much as it is how transparent nonprofits are about their operations and programs, their tax statements, future plans and more. GuideStar is about trust and honesty. And hopefully, by taking the worthwhile step to secure the gold seal will inspire even greater confidence by prospective donors in the Center and its management, with the current capital campaign in mind.

I have worked with nonprofit organizations large and small. Many of the larger ones have accomplished less than the smaller ones! Donors must be wary that a well-known “name” and a list of prominent Board members does not guarantee professional operations, efficiency, and genuine dedication by the leadership and staff.

I have found small nonprofits and startups work exceedingly hard, and their volunteers are often more dedicated than those supporting organizations with ample budgets and long tenures. After a long career in major gift fundraising, some of my most fulfilling projects have involved helping small groups build the credibility necessary to inspire significant donations. With this in mind, I urge you to support Texas Sealife Center, and please follow its progress on Facebook. Thank you!

You might enjoy reading my LinkedIn blog post from 2014, #2030NOW, which addresses startups and innovative young nonprofit concepts, and my hope more “Boomers” will fund them.

Best of the Old and New

Attending the 24th Annual Austin Powwow in November 2015 was an amazing experience. I was excited to learn about the organization, Great Promise for American Indians.

Click to read about the Austin Powwow and American Indian Heritage Festival.

The mission of Great Promise for American Indians is to preserve the traditions, heritage and culture of American Indians, and to support the health and education needs of their youth and families. We do this to honor the past, and to ensure the future.” I urge you to review the website and consider supporting Great Promise!

The mission statement above brings to mind a concept I hold true in my own profession: nonprofit fundraising professionals should both honor the past – traditional, proven methods of educating, cultivating, soliciting and stewarding relationships with donors – while also adopting new methods. In this way, we will ensure a sustainable future for the nonprofit organizations we support.

The iPhone photograph above features a striking Indian in colorful formal dress using a mobile phone to photograph the traditional dances taking place on the floor below. He summarizes well the theme of this post!

npENGAGE noted in, “5 Ways Technology Will Shape the Nonprofit Sector” back in 2014 (and still true today), “Think back even five years ago, ten years ago – how different is the nonprofit landscape now compared to then? It’s pretty dramatic.” Follow the link to read about the five trends: mobile, analytics, software, cloud and social media.

In, “Enhacing Your Major Gift Fundraising Strategy with Analytics” by Carol Belair (August, 2015), she wisely notes,

“Growing a relationship over time with newly identified prospects is key to developing or enhancing major gifts programs or initiatives. Keep in mind that even though an analytics project may identify a new crop of prospects able and willing to give more significant gifts to your organization, the scores themselves don’t guarantee that you will raise a particular amount of money or that individuals will give you a more significant donation.”

One of my earliest posts focuses on using “high tech” research methods to identify major gift prospects. I consider those methods to be invaluable. I have seen firsthand how major gift campaigns that at first appeared to lack an adequate number of prospective donors, suddenly have a dearth of them once proper research was conducted.

The best of both worlds when it comes to major gift fundraising includes detailed research and analysis using the latest technologies, combined with traditional methods of education, cultivation, solicitation and stewardship, all with genuine caring and thoughtfulness on the part of the development professionals involved.

But the nonprofit sector still has work to do when it comes to marrying traditional and modern approaches to fundraising and communication. Nonprofits generally fail to engage current and potential donors using social media, for instance.

The New Hampshire Business Review notes in, “Charities Don’t Make the Grade on Social Media Scorecard” (October, 2015):

“’While the overwhelming majority of organizations are on social media and do a good job of posting regularly, very few use these channels to genuinely engage with their constituents,’ said Rick Dunham, president and CEO of Dunham+Company, a consulting firm specializing in nonprofit fundraising and marketing. ‘Charities generally use social media channels to advertise events or as a ‘billboard,’ but rarely do they use them as a way to engage donors in conversation. This will be important to remember as we approach the holiday giving season.'”

One of the prevailing themes of Carolyn’s Nonprofit Blog is that high net worth households own more digital devices than the general population, and they are highly active on social media. They conduct business and spend their leisure time using a variety of convenient mobile devices. It makes sense for nonprofits to use these tools to communicate with and engage those capable of making significant charitable donations.

Pew Research Center notes in, “U.S. Technology Device Ownership: 2015” (October, 2015):

“… Device usage has notable social and cultural implications, and there are sometimes important political and macroeconomic consequences to the way people use their gadgets. For instance, every major media industry – those built around video, audio and text – has been disrupted by these devices.”

Some fundraising professionals remain focused entirely on less modern methods in major gift fundraising. And, I have taken the “heat” for my blended approach on more than one occasion. But the fundraising profession is changing. My discovery is one person can accomplish a great deal when armed with the proper technology, software and positive attitude.