--- title: Smartideas | Planned Giving (2) description: Planned Giving | (2) --- ### 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/page/2#) [![](http://imarketsmart.com/wp-content/uploads/2015/08/thumbs-down.png%3Cbr%20/%3E) ](https://info.imarketsmart.com/blog/15-telephone-call-donts-for-major-planned-gift-fundraisers/) ## [15 telephone call don't's for major and legacy gift fundraisers](https://info.imarketsmart.com/blog/15-telephone-call-donts-for-major-planned-gift-fundraisers/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On August 14, 2015 **Two days ago I outlined my "[do's](http://imarketsmart.com/15-telephone-call-dos-for-major-gift-and-legacy-gift-fundraisers/)". Today, here are my "don't's". Both can be found here on [this cheat-sheet](http://imarketsmart.com/wp-content/uploads/2015/08/15-dos-and-donts-for-telemarketing-major-and-legacy-gifts-1.pdf).** [Read More **](https://info.imarketsmart.com/blog/15-telephone-call-donts-for-major-planned-gift-fundraisers/) [![](https://info.imarketsmart.com/hs-fs/file-3555830987-png/blog-files/facebook-pages.png) ](https://info.imarketsmart.com/blog/create-separate-facebook-page-major-and-or-planned-gifts/) ## [Should you create a separate Facebook page for major (and/or planned) gifts?](https://info.imarketsmart.com/blog/create-separate-facebook-page-major-and-or-planned-gifts/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On August 05, 2015 **In most cases I don't recommend doing so.** [Read More **](https://info.imarketsmart.com/blog/create-separate-facebook-page-major-and-or-planned-gifts/) [![](https://info.imarketsmart.com/hs-fs/file-3555830822-jpg/blog-files/5-big-problems-related-to-telemarketing-for-planned-gifts.jpg) ](https://info.imarketsmart.com/blog/5-big-problems-related-to-telemarketing-for-planned-gifts/) ## [5 potentially big problems related to telemarketing for planned gifts](https://info.imarketsmart.com/blog/5-big-problems-related-to-telemarketing-for-planned-gifts/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 27, 2015 **Here are the potential downsides to telemarketing for planned gifts**: [Read More **](https://info.imarketsmart.com/blog/5-big-problems-related-to-telemarketing-for-planned-gifts/) [![](https://info.imarketsmart.com/hs-fs/file-3555830872-jpg/blog-files/untitled-2.jpg) ](https://info.imarketsmart.com/blog/the-best-2-step-plan-for-legacy-gift-marketing/) ## [The best 2-step plan for legacy gift marketing](https://info.imarketsmart.com/blog/the-best-2-step-plan-for-legacy-gift-marketing/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 24, 2015 **1. Generate leads using social norms, family reminders and non-death-related packages** [Read More **](https://info.imarketsmart.com/blog/the-best-2-step-plan-for-legacy-gift-marketing/) [![](https://info.imarketsmart.com/hs-fs/file-3555829962-jpg/blog-files/tweetthis-e1438355436358.jpg) ](https://info.imarketsmart.com/blog/chasm-between-knowledge-and-ignorance-in-marketing-and-advertising/) ## [Chasm between knowledge and ignorance in marketing and advertising](https://info.imarketsmart.com/blog/chasm-between-knowledge-and-ignorance-in-marketing-and-advertising/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 22, 2015 **If you are spending your donors' hard-earned cash on marketing (fundraising), you must watch this short video from one of my heroes - [David Ogilvy](https://en.wikipedia.org/wiki/David_Ogilvy_(businessman))** [Read More **](https://info.imarketsmart.com/blog/chasm-between-knowledge-and-ignorance-in-marketing-and-advertising/) [![](https://info.imarketsmart.com/hs-fs/file-3555830692-jpg/blog-files/105h.jpg) ](https://info.imarketsmart.com/blog/why-you-should-use-nostalgia-to-promote-more-giving/) ## [Why you should use nostalgia to promote more giving](https://info.imarketsmart.com/blog/why-you-should-use-nostalgia-to-promote-more-giving/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 20, 2015 **I recently stumbled upon a neat paper titled *[Nostalgia: The Gift That Keeps Giving](http://www.wildschut.me/Tim_Wildschut/home_files/Zhou%20et%20al.pdf)*. Here's a summary:** [Read More **](https://info.imarketsmart.com/blog/why-you-should-use-nostalgia-to-promote-more-giving/) [![](https://info.imarketsmart.com/hs-fs/file-3555830112-jpg/blog-files/polyamory.jpg) ](https://info.imarketsmart.com/blog/polyamorous-relationships/) ## [Your supporters want a polyamorous relationship with you and your organization](https://info.imarketsmart.com/blog/polyamorous-relationships/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 17, 2015 **[Polyamorous relationships](https://en.wikipedia.org/wiki/Polyamory) are non-exclusive.** [Read More **](https://info.imarketsmart.com/blog/polyamorous-relationships/) [![](https://info.imarketsmart.com/hs-fs/file-3555830522-jpg/blog-files/3typesofplannedgivingprospects1.jpg) ](https://info.imarketsmart.com/blog/the-3-types-of-planned-giving-prospects/) ## [The 3 types of planned giving prospects](https://info.imarketsmart.com/blog/the-3-types-of-planned-giving-prospects/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 15, 2015 **1. ****Disclosers - **For these folks (breaking into two basic categories) you need to remember that, unless their gift is irrevocable, they are still prospects. [Read More **](https://info.imarketsmart.com/blog/the-3-types-of-planned-giving-prospects/) [![](https://info.imarketsmart.com/hs-fs/file-3555830922-jpg/blog-files/istock_000011479630_medium1.jpg) ](https://info.imarketsmart.com/blog/people-wont-give-til-it-hurts/) ## [People won't give til' it hurts!](https://info.imarketsmart.com/blog/people-wont-give-til-it-hurts/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On July 06, 2015 Sometimes I feel like I should make a list of all the silly things I hear fundraisers say. Here's one I heard recently that just felt so wrong: [Read More **](https://info.imarketsmart.com/blog/people-wont-give-til-it-hurts/) [![](https://info.imarketsmart.com/hs-fs/file-3555830632-jpg/blog-files/calculator.jpg) ](https://info.imarketsmart.com/blog/planned-giving-website-calculator-page/) ## [Should your planned giving website include a calculator page?](https://info.imarketsmart.com/blog/planned-giving-website-calculator-page/) By [Greg Warner](https://info.imarketsmart.com/blog/author/greg-warner) On June 29, 2015 Sometimes our new clients get all jazzed about having a calculator on their planned giving website. I guess they feel it's important to provide a calculator so their donors can calculate their [charitable gift annuities](http://imarketsmart.com/planned-giving-website-calculator-page) or their retained [life estates](https://en.wikipedia.org/wiki/Life_estate). [Read More **](https://info.imarketsmart.com/blog/planned-giving-website-calculator-page/) [Previous](https://info.imarketsmart.com/blog/topic/planned-giviing/page/1) [All posts](https://info.imarketsmart.com/blog/all) [Next](https://info.imarketsmart.com/blog/topic/planned-giviing/page/3) 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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