gift planning services

To Ask or Not…That is the million dollar planned giving question!

General fundraisers can all agree to one principle of fundraising: an “ask” for money has to be made (whether it’s an in-person meeting, a direct mail solicitation, dinner invite, telemarketer, etc….).

But, for planned giving?  Is it about the “ask”?  Do we even make an “ask”?

Personally, from my days as a planned giving fundraiser (whether at a national civil rights org. or at a hospital), I rarely had to ask for a “planned gift.”  More often than not, my job was to introduce ideas, guide the process, push (in a professional manner, of course) to see a planned gift idea to completion.  And, most larger planned giving programs can attest that most of their bequest donors, in particular, were never directly asked to include the organization in their estates. And, for the complex gifts, quite often the conversations are started by the donors and the fundraiser just needs to manage the process towards a complete gift.  Not many real “asks”.

Great, that works well for an organization reaching out to hundreds of thousands of donors, prospects and the public in general.  It is more of a marketing question in a lot of those cases.

What about smaller organizations?  Schools, social service agencies, temples/churches, etc…  The potential audience is limited and unsolicited planned gifts don’t happen very often, if ever.  What do you do?

At a recent training event, I was challenged (while on stage, no less) that the previous guest speaker had communicated that planned giving didn’t involve an “ask” – rather it was about putting ideas in front of the right people, picking up the signs of interest, building the relationship, and so on.  Soft marketing.  All true.

It dawned on me though, and this is what we do with many clients, that for smaller shops its seems as though leadership and very likely prospects need to be “asked” to “consider” a legacy gift at some point in the relationship.  Maybe not at a first meeting on the subject.  And, certainly not the same as a standard fundraising ask which should include a specific dollar amount. But, it is at least a “call to action,” albeit one that should be softly courted as the changing of one’s estate plans is a sensitive and personal decision.

As far as I am concerned, this idea applies also to the leadership at the larger organizations.  I have had numerous conversations with planned giving fundraisers and the consensus is that most work primarily with non-leadership donors.  Leadership remains in the realm of the lead fundraisers, not the planned giving officers.  Will a planned giving conversation happen with a leader?  Not always and only after their passing does the lament set in that no bequest or other planned gift was in place.

I once marveled when comparing a recent bequest of over $1 million from a barely known legacy society donor to that of a long time board member who had recently passed (and the bosses asked me to somehow find out if we were in his estate plans – it was public knowledge that he had hundreds of millions in assets at his passing).  That board member’s average giving was around $25,000 a year for 25 years – over $600,000 in lifetime giving.  Very significant but no bequest.  That little old lady, who got about 1,000 times less attention, had a greater lifetime giving amount than the wealthy board member!

Two lessons.  Keep investing in planned giving promotion because there will be a payoff.  The off-the-radar legacy society member can easily outproduce many of your leaders at the end of the day.  And, “ask” those leaders if they will at least “consider” an estate plan gift.  It can’t be so soft that the leader never realizes that he or she is being asked to do something in their estate  plans.



Launch of Planned Giving Advisors, LLC

Dear blog readership,

After more than 15 years of advising fundraisers in the area of planned giving, I am very pleased to announce the launch of my firm, Planned Giving Advisors, LLC.

I decided to launch this firm to address what I have seen as an increasing need in our nonprofit community for cost effective gift planning guidance and expertise. As many of you know, the economic downturn has put more and more general fundraisers at the helm of their organizations’ planned giving programs without in-house resources or expertise to get the job done effectively and manageably.  Our services are designed to help fundraisers by providing the supplementary tools, training and guidance to promote and close planned gifts of any type – in a way that is comprehensive, yet affordable.

In addition, we offer audit programs for endowments and planned giving assets to ensure that your organization is in full compliance with regulatory and legal requirements.  We feel this is especially important for nonprofits in light of numerous changes made recently to endowment laws and the significant investment losses to planned giving assets that may cause them to become exhausted prematurely.

I encourage you to check our website ( and to please contact us with any questions about our services.

As always, I will continue to post to this blog and appreciate your loyal readership!

Wishing you all the best in 2012,


Jonathan Gudema, Esq.