--- title: Smartideas | Planned Giving description: Planned Giving | --- ### Get weekly nonprofit marketing ideas straight to your inbox ** [301.289.3670](tel:+1-301-289-3670) / [888.618.2015](tel:+1-888-618-2015) [**Contact](http://imarketsmart.com/contact-us) [**  Careers](http://imarketsmart.com/careers) - - - [![Imarketsmart](https://info.imarketsmart.com/hs-fs/hubfs/images/logo-basic-300x451.png?width=300&height=45&name=logo-basic-300x451.png "Imarketsmart")](http://imarketsmart.com/) [Get a Demo](http://imarketsmart.com/request-a-demo/) # A clear and bold header # Marketsmart Blog ### Archives ### Archives - [April 2015 (13)](https://info.imarketsmart.com/blog/archive/2015/04) - [March 2015 (12)](https://info.imarketsmart.com/blog/archive/2015/03) - [May 2015 (12)](https://info.imarketsmart.com/blog/archive/2015/05) - [June 2015 (12)](https://info.imarketsmart.com/blog/archive/2015/06) - [August 2015 (11)](https://info.imarketsmart.com/blog/archive/2015/08) - [September 2015 (11)](https://info.imarketsmart.com/blog/archive/2015/09) - [February 2015 (10)](https://info.imarketsmart.com/blog/archive/2015/02) - [October 2015 (10)](https://info.imarketsmart.com/blog/archive/2015/10) - [January 2015 (9)](https://info.imarketsmart.com/blog/archive/2015/01) - [July 2015 (9)](https://info.imarketsmart.com/blog/archive/2015/07) - [November 2015 (1)](https://info.imarketsmart.com/blog/archive/2015/11) [see all](https://info.imarketsmart.com/blog/topic/planned-giviing#) [![](https://info.imarketsmart.com/hs-fs/file-3555832202-jpg/blog-files/thinking-272677_640-2-e1446214511767.jpg) ](https://info.imarketsmart.com/blog/consider-using-the-word-consider-more-often/) ## [Consider using the word "consider" more often](https://info.imarketsmart.com/blog/consider-using-the-word-consider-more-often/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On October 30, 2015 **Consider this. ** [Read More **](https://info.imarketsmart.com/blog/consider-using-the-word-consider-more-often/) [![](https://info.imarketsmart.com/hs-fs/file-3555832657-png/blog-files/screen-shot-2015-10-16-at-1.45.52-pm-970x507.png) ](https://info.imarketsmart.com/blog/too-much-talk-about-retention/) ## [Too much talk about donor retention?](https://info.imarketsmart.com/blog/too-much-talk-about-retention/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On October 26, 2015 There's a lot of talk about donor retention these days. [Read More **](https://info.imarketsmart.com/blog/too-much-talk-about-retention/) [![](https://info.imarketsmart.com/hs-fs/file-3555832607-png/blog-files/screen-shot-2015-10-07-at-8.32.18-am-970x460.png) ](https://info.imarketsmart.com/blog/is-your-organization-really-that-special/) ## [Is your organization really that special?](https://info.imarketsmart.com/blog/is-your-organization-really-that-special/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On October 19, 2015 **No.** [Read More **](https://info.imarketsmart.com/blog/is-your-organization-really-that-special/) [![](https://info.imarketsmart.com/hs-fs/file-3555831092-png/blog-files/majorgiftmotivator-cta2.png) ](https://info.imarketsmart.com/blog/your-planned-giving-offers-need-to-change/) ## [Your planned giving offers need to change](https://info.imarketsmart.com/blog/your-planned-giving-offers-need-to-change/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On September 25, 2015 **It can't only be about death and taxes.** [Read More **](https://info.imarketsmart.com/blog/your-planned-giving-offers-need-to-change/) [![](https://info.imarketsmart.com/hs-fs/file-3555831502-png/blog-files/screen-shot-2015-08-21-at-9.13.17-am-435x300.png) ](https://info.imarketsmart.com/blog/the-real-story-of-marketsmart/) ## [The Real Story of MarketSmart...](https://info.imarketsmart.com/blog/the-real-story-of-marketsmart/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On September 23, 2015 You may already know that [MarketSmart](http://imarketsmart.com/what-we-do/) helps nonprofits engage with their supporters in a way that keeps them highly involved and committed— so they give more. [Read More **](https://info.imarketsmart.com/blog/the-real-story-of-marketsmart/) [![](https://info.imarketsmart.com/hs-fs/file-3555832092-png/blog-files/marketsmart-score-award-icons-313x300.png) ](https://info.imarketsmart.com/blog/we-won-thanks-to-you/) ## [WE WON!... thanks to you!](https://info.imarketsmart.com/blog/we-won-thanks-to-you/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On September 16, 2015 I know... I am always telling my clients to stop bragging about themselves. It's about the donors. They make you great. They give you the money you need to accomplish your mission. So, this might sound like bragging. But stay with me. [Read More **](https://info.imarketsmart.com/blog/we-won-thanks-to-you/) [![](https://info.imarketsmart.com/hs-fs/file-3555831867-png/blog-files/think6.png) ](https://info.imarketsmart.com/blog/should-legacy-gift-notification-forms-die/) ## [Should legacy gift notification forms die?](https://info.imarketsmart.com/blog/should-legacy-gift-notification-forms-die/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On September 11, 2015 **I once heard a story about a legacy gift that was about to be "closed" until the organization's CFO fumbled the ball in the end zone. Here's how it goes:** [Read More **](https://info.imarketsmart.com/blog/should-legacy-gift-notification-forms-die/) [![](https://info.imarketsmart.com/hs-fs/file-3555831582-png/blog-files/screen-shot-2015-08-21-at-8.39.51-am-457x300.png) ](https://info.imarketsmart.com/blog/best-marketers-know-little-about-the-technical-aspects-of-planned-giving/) ## [Why the best marketers know very little about the technical aspects of planned giving](https://info.imarketsmart.com/blog/best-marketers-know-little-about-the-technical-aspects-of-planned-giving/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On September 09, 2015 **There's an acronym — K.I.S.S. — that seems like it might have been developed just for marketers:** [Read More **](https://info.imarketsmart.com/blog/best-marketers-know-little-about-the-technical-aspects-of-planned-giving/) [![](https://info.imarketsmart.com/hs-fs/file-3555669907-jpg/blog-files/tweetthis.jpg) ](https://info.imarketsmart.com/blog/6-best-practices-for-delivering-progress-reports-to-your-major-gift-and-legacy-supporters/) ## [6 best practices for delivering progress reports to your major gift and legacy supporters](https://info.imarketsmart.com/blog/6-best-practices-for-delivering-progress-reports-to-your-major-gift-and-legacy-supporters/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On August 24, 2015 [Tony Robbins](https://en.wikipedia.org/wiki/Tony_Robbins), author of Money: Master the Game, discussed '[How Progress Equals Happiness](http://www.oprah.com/own-show/How-Progress-Equals-Happiness)' earlier this year on Oprah's digital web-show - #OWNSHOW. [Read More **](https://info.imarketsmart.com/blog/6-best-practices-for-delivering-progress-reports-to-your-major-gift-and-legacy-supporters/) [![](https://info.imarketsmart.com/hs-fs/file-3555831332-jpg/blog-files/preview-451x300.jpg) ](https://info.imarketsmart.com/blog/8-posts-that-will-help-you-develop-a-solid-planned-gift-marketing-strategy/) ## [8 posts that will help you develop a solid planned gift marketing strategy](https://info.imarketsmart.com/blog/8-posts-that-will-help-you-develop-a-solid-planned-gift-marketing-strategy/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On August 17, 2015 **Here's a sort of "Greatest Hits" list. Each post containing outstanding tips that will help you develop a solid [planned gift marketing strategy](http://imarketsmart.com/resources/ebooks/how-to-generate-more-planned-gifts-with-less-money-and-reduced-resources-ebook/).** [Read More **](https://info.imarketsmart.com/blog/8-posts-that-will-help-you-develop-a-solid-planned-gift-marketing-strategy/) [All posts](https://info.imarketsmart.com/blog/all) [Next](https://info.imarketsmart.com/blog/topic/planned-giviing/page/2) Search this site on Google Search Google #### Get Weekly Tips ![](http://11034n4348rz28bwol8ogod8.wpengine.netdna-cdn.com/wp-content/uploads/2015/07/majorgiftmotivatorCTA-e1438624761470.png)Get captivating motivational quotes~*hand-picked for major and planned giving fundraisers*~delivered via email every Tuesday.![](http://11034n4348rz28bwol8ogod8.wpengine.netdna-cdn.com/wp-content/uploads/2015/08/majorgiftmotivator-tile-sidebar-image-e1438802110804.jpg) [![Get Motivated](https://no-cache.hubspot.com/cta/default/1716178/3152951d-d234-4e33-8af5-19882b865e06.png)](https://cta-redirect.hubspot.com/cta/redirect/1716178/3152951d-d234-4e33-8af5-19882b865e06) ### JOIN THE CLUB Become a better fundraiser! 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