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Jul 31, 2018

Planned Giving – Lowering the Bar

As I mentioned in my last blog, we recently did a large sample national survey of donors in the United States. We asked a wide variety of questions and we will be blogging about some of their answers over the next few weeks. This is our second blog on planned gifts.

Check out this graph:

Not surprisingly, the higher the annual income of the donor, the higher the probability they have already included a charity in their estate plan (blue bar).

But what’s surprising is that the biggest opportunity for winning new estate gifts (orange bars) are from donors in the $75,000-$250,000 annual income group.

Usually, most charities go after their most wealthy donors when prioritizing estate gifts prospects. Our survey data shows that if we lower the income bar we will close more estate gifts.

Measuring Speedy Gratitude

On the first day of November, I sent out 49 small “white mail” gifts. After 3-weeks, here is what I received: Two of the gifts were returned because the address was undeliverable. Of the 47 gifts that (I think) were delivered, I have received 14 acknowledgments (30%...

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Grateful

Here it is Thanksgiving week. If you are like most people in the fundraising sector, the lead-up to Thanksgiving can be a hectic period, with the most important cultivation asks either in the mail or ready to be deployed, new donor acquisition campaigns in-home, and...

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Giving Tuesday: Is it still working for you?

In the past, some of us at Analytical Ones have been a little “Grinch-y” about Giving Tuesday. Being blitzed by emails during the workday can be overwhelming. However, we won’t knock it if it’s working! In September, Classy (the online fundraising platform utilized by...

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