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The articles on this page have been written and published for the benefit of the planned giving community. Readers are invited to distribute or publish them in hard copy or in electronic form on the conditions that their content remain unchanged, and that the authors and publishers are credited as their source.

Document Donor Contacts

By Sally Walker

  • It's all in the details!
  • Ways to craft winning donor proposals
  • How to protect against potential litigation

Revocable and Irrevocable Gifts

By Sally Walker

  • Ways to set effective benchmarks and goals
  • How to keep revocable donors engaged

Find a Mentor to Smooth the Way

By Sally Walker

  • How to invite wise, savvy experts into your life
  • Ways to boost your career
  • Tips on networking effectively

Fitting Planned Giving Into the Development Family

By Sally Walker

  • Support and enhance each aspect of your fundraising program

White Papers and Ruminations

Opinions, experiences and research relating to the Internet from your colleagues:

How to Design a Planned Giving Display Ad

A Useless Planned Giving Website

 A Useless Planned Giving Website.

by Viken Mikaelian with Gary Hopkins

  • Build a website and everyone will visit. Really?
  • What you can do to make your site work for you.

Dinosaur Development

 Hard hitting comments from a seasoned fundraiser and pioneer user of the Internet.

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.
  • Too often, I find that non-profit leaders and the press think of the Internet in very myopic terms.
  • I watched a $700,000 potential donation walk out the door ... and walk in the door at Fidelity.

Seniors on the Internet

 The Web can deliver wealthier, more financially savvy, and more motivated prospects than direct mail.

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.
  • Adults 55+ are the fastest growing sector of the PC purchasing public.
  • 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.
  • 40% of all U.S. adults over the age of 50 – including 24% of those over 65 – use a computer at home.
  • 70% of seniors who own a computer – 14 million North Americans age 50+ – use the Internet on a regular basis.
  • And more...

Planned Giving for Churches - the Last Frontier?

 Read why churches have the greatest untapped potential for planned gifts.

by John Foster with Derek Davis

  • Congregations don't consider endowment giving.
  • They don't hear it from the pulpit, either.
  • The right tools can change perceptions.
  • The gifts are waiting in the pews.

Why a Planned Giving Program?

 Why you should have 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. It has been that way for sometime now and should continue to be so for many years to come.
  • Planned Giving Helps Donors Maximize Gifts.
  • Americans Over 65 Now 12% of Population
  • $40 Trillion To Be Transferred.

“Sally Walker launched a successful direct mail program to raise sponsorships for donations of DRI medical shipments to Latin America in general and Guatemala in particular. Her expertise in her field is first-class as well as her dedication, loyalty and integrity.”

Sylvia J. Karzag
Vice-Chair of the Board
Direct Relief


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It's free, and very useful!

Click here to visit the Planned Giving Mentor -- "The Newsletter for Newcomers to Planned Giving."

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