November 2008

Table of Contents

  1. Are you getting the basics right?By Jonathon Grapsas
  2. Seniors online?By Rick Christ
  3. What's in a phone script? (Part 3)By Joe White
  4. Personalized Web sitesBy Ivan Levison
  5. Best PracticesBy Tom Gaffny
  6. Ask MalBy Mal Warwick
  7. How to create a crisis appealBy Peter Schoewe
  8. Meeting expectations
  9. Are you ready for consumer choice?By Lesley Hostetter
  10. Legacies from forty-somethings?
  11. Where's Mal?

1. Are you getting the basics right?


"What's different over there?"

I'm asked this almost daily.

As an Aussie who has raised funds in Australia, the UK, and currently North America, I feel I can answer this question reasonably well.

And when it comes to the way that we service donors, the answer is not much.

I've spent a large chunk of the last six years looking at the way charities respond to inquiries and offers of donations from members of the public.

Charities fail to get the basics right

When my company opened its door for business in Canada this year, one of the first things we set about doing was to conduct a "mystery shopping" exercise, like those we had undertaken in Australia, New Zealand, and Hong Kong, and like I'd done previously in the UK. We approached 39 Canadian charities with three key service scenarios: an unsolicited attempt to set up a monthly gift, an inquiry about leaving a bequest, and a complaint.

We looked at five key criteria when measuring charities' performance:

  1. the length of time it took to get a response;
  2. whether we were thanked;
  3. whether the charity fulfilled the promises it made;
  4. whether the tone of the communications was knowledgeable and passionate; and
  5. whether the focus of the communication was on the donor or beneficiary rather than the organization.

What we found

At times the results were shocking. Charities generally failed to get the basics right. Some of the more noteworthy findings from the Canadian study were:

  • Thanking levels were low, our mystery shoppers only being thanked for their offer to support in 76% of cases. (However, this was much higher than the Aussies, who sent thank-yous on just 44% of occasions.)
  • The Canadian charities in our study actively promoted monthly giving just 31% of the time. However even more frightening here was that only 62 of the 117 monthly gifts (53%) we attempted to set up ever came out of our accounts.
  • In the bequest scenario, the picture was also fairly bleak. Only one charity actively promoted residuary bequests as the preferred way to leave a planned gift. (A residuary bequest allocates the residue of an estate to a charity after other, specific commitments to loved ones and others have been fulfilled. Data show that a residuary bequest is usually worth on average four to 10 times as much on average as a pecuniary or specified bequest.)
  • In response to our "complaints," we deemed that only 62% of Canadian charities in the study resolved the matter to our satisfaction, much lower than in Australia (77%) and New Zealand (83%).

Some pacesetters

Amid all this doom and gloom, there were some moments of inspiration, like the empowering welcome pack we received from Amnesty International that truly reinforced our decision to help protect human rights around the world.

Moving abroad, in Australia we saw some brilliant and inspiring copy from the Fred Hollows Foundation in response to our monthly gift set-up. That copy read, "Thank you! You have made a powerful commitment that will change lives, restoring the sight of the blind in developing countries and improving health in Australia's outback indigenous communities." Brilliant stuff.

And the Greenpeace China response to our bequest letter was brutally honest and transparent, highly personalized, and, most important, shows the organization cares enough to set up a bequest program just to accommodate our request! Simply outstanding.

Unfortunately, examples like these were the exception rather than the norm.

So what can you do to get things right?

Here are 15 practical and easily implementable steps that your organization can take to improve your donor care levels, today:

  1. Draw up a service level agreement (SLA) for response handling so that you can measure your organization's efficiency. Benchmark such matters as turnaround times and levels and types of data capture. Ensure you promote this SLA and consistently reward individuals who meet the benchmarks.
  2. Ensure that all frontline staff members understand the importance of different types of giving, particularly the impact monthly giving (as opposed to one-off gifts) and residuary bequests (as opposed to pecuniary bequests) will have on your work. Remember, great fundraising is actually great donor care. Donors don't know what they don't know. Tell them the most effective way to support and why.
  3. Don't confuse communications with mixed messages. Actively promote one method of support and ensure absolute clarity in what you're asking people to do. Sending information on four ways to support in one mail piece will only create confusion and, more than likely, no response from that individual.
  4. Thank, thank, and thank again—an easy mantra to remember. Appropriate and genuine thanking is at the core of brilliant donor care. But remember, thank for the donor's offer to do something or for the act itself rather than simply for the contact. There is a difference. Also, use the words "thanks" or "thank you." Thank you is about the donor. "We appreciate your support" is about the organization—a subtle but important difference.
  5. Respond to donors in the same way they contacted you. If donors pick up the phone, they want to be spoken to, not directed to your Web site.
  6. Keep promises. If you promise to send a monthly giving form, make sure you send it. If you promise to set up a monthly gift, ensure it's set up. It's astonishing how often we in the nonprofit sector fail to listen and follow through on our assurances.
  7. Make donors and your beneficiaries the focus of communications, not your organization. Donors aren't motivated by the history and status of your charity. They want to feel important and know their support will have a direct impact on your beneficiaries.
  8. Personalize communications wherever possible. Even handwritten sticky notes and "with compliments" slips show you've taken the time to make people feel like the individuals they are.
  9. Focus on value and not cost. See your supporter services function as a value center, not a cost center. The best example I have seen of this is Greenpeace in Australia. It changed the job titles of its supporter services teams to—are you ready for this?—"Fundraisers!" This small but brilliantly effective move immediately changed the dynamic of that job function. The individuals' mindset shifted from being process-driven and reactive to being accountable and proactively looking for ways to leverage more support from donors.
  10. Invest in the people at the frontline, where donors gain their first impressions of your organization: in adequate training, adequate resources, and in ensuring they are up-to-date at all times. Provide them with relevant case studies to share, up-to-date information about current appeals, and any similar information. Your frontline staff are literally your "Directors of First Impressions," so make sure they're given the tools to deliver on that impressive title.
  11. Produce and deliver inspiring, not functional, communications. Endeavor to make sure each donor feels more empowered at the end of a conversation than she or he did beforehand, regardless of the nature of the contact and the outcome. Critique all of your written materials and ask yourself, "Am I driven to support this cause as a result of this piece?"
  12. Listen to what donors are saying, and confirm their personal details at every opportunity. This will minimize mistakes and ultimately generate more gifts.
  13. Make it as easy as possible for donors to respond to any communication. Remove any barriers such as response forms set in small fonts, no pre-addressed reply envelope, or incorrect details lasered onto the response form. Such barriers are a turn-off and ultimately suppress response.
  14. Honesty truly is the best policy. If you're having significant delays in processing and turning around thank-you letters, tell your donors. Under-promising and over-delivering really is better than the alternative.
  15. "Mystery shop" your own and others' organizations. You'll be amazed at what you find and learn. Whether you set up a systematic program or do it on an ad-hoc basis, just do it. Learn from the best, while ensuring that everyone within your organization accepts mystery shopping as part and parcel of everyday life.

Jonathon Grapsas is Regional Director - North America, Pareto Fundraising, First Canadian Place, 100 King Street West, Suite 5700, Toronto ON M5X 1C7, Canada, e-mail jonathongrapsas@paretofundraising.com.

2. Seniors online?


Sure, everyone wants a Facebook Strategy. But if you work for a nonprofit that relies heavily on direct mail contributions, then you or a colleague have probably wondered whether your existing donor database—whose average age is probably mid-60s or older—will (a) come to your Web site and (b) find it useful.

So here are some useful statistics that can help you make the case.

  • 65% of those 50-64 years old, and 32% of those 65+, now use the Internet. Only 22% of the 65+ crowd was online in 2004, and only 15% in 2000. (Pew Internet, Feb-March 2007)
  • Of those 65 years and older, 34% of men and only 21% of women are online. This is the only age group where men outpace women online. (Pew Internet, 2005)
  • There are 17 million Internet users aged 62+. They spend an average of 44 minutes per day online. Those online are better educated, have higher incomes, and are much more likely to be married and working. They also spend 70% more each month than those offline. Of those online, 59% use search, 43% gather news online, 38% research health information, and 23% pay bills online. (Focalyst, April 2008)
  • Half of Americans between the ages of 50 and 64 and 19% of those 65 and older have broadband at home. (Pew Internet, April 2008)

If you work for a health organization, Pew Internet has a number of studies you need to read about what they call the e-patient.

What do all these statistics mean?

  • While seniors don't use the Internet as much as you or I, they use it more than your boss probably thinks they do.
  • If you think that Baby Boomers, 66% of whom are online now, are going to give up their Internet as they turn 65, think again.

Rick Christ publishes e-Fund News, 39 Garrett Street, Suite 2, Warrenton VA 20186, e-mail efund@npadvisors.com, Web www.npadvisors.com. This article is Copyright © 2008 by NPAdvisors and is reprinted with permission.

3. What's in a phone script (Part 3)


Editor's note: In this concluding article of a three-part series, veteran telephone fundraising consultant Joe White critiques a third telephone fundraising script prepared for one of his nonprofit clients' fundraising campaigns. The script itself is reproduced here, with Joe's analysis following it.


Community College Foundation Fundraising ScriptINTRODUCTION

DONOR SCRIPT—This is the college's 45th Anniversary. A great time to make a $45 gift to Community College!

INTRODUCTION

Hello, this is (FULL NAME) calling on behalf of Community College Foundation.

I'm calling to thank you for your support of the College and the Foundation. With your help last year we beat our goal of $700,000 to support important college programs like scholarships and professional development—programs that keep our college a top-level institution.

Thanks to you and other generous supporters, the Foundation provided more than $100,000 in Scholarships last year. Your generosity helps keeps COMMUNITY COLLEGE affordable for everyone who wants to attend. Unfortunately, this year the Board of Trustees raised fees that will cost the average student about $30 per semester.

This year we have to do a bit more because the #1 reason students don't attend college or drop out is money (financial circumstances). We want to raise another $30,000 for scholarships to offset the fee increase and keep needy students in college. I hope you can help before the end of December.

TOP ASK (Make sure to ask high!)

Can you join us by making a gift of $100 (or $50 more than last gift)? Your generosity will help a needy student with financial aid, or buy books for the library.

And, a lot of people find it convenient to put their gift on their credit card. The Foundation accepts Visa, Mastercard, AMEX, and Discover.

IF YES, go to CLOSE.

SECOND ASK (Give more good info / Restate urgency)

I understand—not everyone can help at that level, but we have to ask just in case! President Hammond has made it clear that a community college education MUST BE accessible to everyone. So we need your help to make sure all students in the area have these opportunities. Here's how we use your contribution to the Foundation –

  • Providing financial aid to students in need.
  • Providing professional development for faculty and staff.
  • Ensuring President Hammond has the funds for new academic programs and initiatives.
  • Purchasing new books/journals for the library.
  • Offering scholarships for older, non-traditional students.

For example, the Career Resource Center is available for students, alumni, and people in the community to explore career options. This is really important because 90% of COMMUNITY COLLEGE alumni still live in the area.

Can the COMMUNITY COLLEGE Foundation count on your help tonight? Can you make a tax-deductible gift of $45 in honor of our 45th Anniversary?

IF YES, go to CLOSE.

THIRD ASK (Stay urgent—give final, compelling reason to give!)

I understand. I'm sure we can find an amount that is comfortable for you—we want as many people as possible to participate. We are close to our goal and you can help close the gap before the end of the year. Can you help with a gift of $30 (or match last gift)?

REFUSAL

Mr/s _____, I do appreciate your time and hopefully you can help at a later date—we will continue to serve our fellow citizens in our community for many years to come. When you receive a letter—perhaps you can make a contribution at that time.

CREDIT CARD ASK / CHECK CLOSE

Great, thank you so much for your gift of $___, it will really help. Which (credit) card do you want to use today/tonight (COMMUNITY COLLEGE accepts MC, Visa, AMEX, and Discover).

IF NO: Processing gifts on credit card allows us to put your money to work right away AND saves money because we don't have to sending mailings. (Wait for donor to respond).

IF STILL NO: I understand, we will send you a pledge notice in the mail. You should receive the envelope in three or four days. Can you please mail your check so we receive it before the end of December? Your gift is fully tax deductible.

1) CONFIRM PLEDGE AMOUNT – Repeat the GIFT AMOUNT

2) CONFIRM METHOD OF PAYMENT AND CREDIT CARD NUMBER

3) CONFIRM ADDRESS

4) THANK DONOR FOR THEIR GIFT AND SUPPORT!

FAMOUS LAST WORDS: Thank you so much for your help . . . it means a lot to us!

ADDITIONAL INFORMATION / TIPS FOR SUCCESS

  • Know these names – Paul Hammond is President of COMMUNITY COLLEGE. Bill Hitchcock is Executive Director of the COMMUNITY COLLEGE Foundation. Diane Swenson is the Chair of the COMMUNITY COLLEGE 2007 Annual Fund Campaign. Molly Mattison is the President of the COMMUNITY COLLEGE Foundation.
  • Contact name is Bill Hitchcock or Dottie Parsons. Both can be reached by phone at (555) 777-1600 if the donor has a question. Address is COMMUNITY COLLEGE Foundation, 270 Main Street, Charityville, Massachusetts 01301.
  • Gifts to COMMUNITY COLLEGE Foundation are tax deductible to the full extent of the law.
  • Budget of COMMUNITY COLLEGE (the College) is over $17 million. Approximately 5,000 students attend COMMUNITY COLLEGE—mostly from Blue County, but 25% are from Red County and 10% from nearby Mississippi and Utah.
  • COMMUNITY COLLEGE was founded in 1962.
  • The state has 15 community colleges; COMMUNITY COLLEGE is the smallest. Red County is the most rural area in Utah and the poorest.
  • COMMUNITY COLLEGE lost over $5 million in budget cuts from the state over the past few years.

You are NOT expected to know everything about COMMUNITY COLLEGE. Be honest with people you speak with—this is a small community! The Globe is the local community newspaper.

Here's Joe's analysis:

I like this script. It thanks the donor and reminds her of the goals and importance of the college. The next paragraph really sets the problem: The Board of Trustees raised fees and it's hurting low-income students. The script is short and uses nuanced language like "we have to do a bit more." We can all do a bit more: not very threatening. The third paragraph keeps the focus on "needy students" and puts a date in the donor's mind: the end of December.

Mentioning the credit card in the Ask is almost assumptive—as though the donor has already agreed to make a gift and now it's just whether it is on MC or VISA.

The script keeps the focus on the students who benefit. This is the "feel good" approach. The script also makes very clear how the contribution is used—nice and concise with action verbs. The second Ask uses a great technique: the "symbolic Ask," which seeks to create a logical/emotional connection that makes it easier for the donor to nod "yes"—and is close to saying yes to a contribution.

The third Ask is right to the point: short. "Help us reach our goal." "You can close the gap." "You can put us over the top." "Match your last gift." These are all designed to make it easy to say yes.

Remember that 70% or more of calls end as refusals. Staying on the phone, connecting with donors on a personal level, and getting them nodding/agreeing during your call is what good fundraisers should do. The script is a tool that guides and offers them examples of language that can facilitate getting to yes.

Joe White, President of Left Bank Consulting, is an international telephone fundraising consultant based in Toronto. Phone (647) 477-1754 or (413) 774-7666, e-mail jwhite@sharegroup.com.

4. Personalized Web sites

Just like any commercial marketer, you want your e-mail appeals and newsletters to generate hot leads for your organization. To entice prospects to engage with you, you might create an irresistible offer for prospects–a fabulous brochure or white paper loaded with valuable information that prospects can download from your Web site.

In order to promote the downloadable brochure, you launch a two-pronged marketing effort. You send an e-mail to your list and also mail them a killer direct mail package.

In the e-mail and the letter, you drive them to a URL (Web address) and explain that they can download your must-read brochure from your Web site.

But if you're sending everybody to the same URL, you may be missing out on a huge opportunity. More and more marketers are boosting response rates by using PURLs or Personal URLs. (They're also known as microsites or personal Web sites.)

When you put PURL technology to work, you won't have to send generic copy like:

So download your free brochure at
www.levison.com/brochure.

Instead, you can create a distinct PURL for every single person in your database. So a letter to Mal Warwick could say:

So download your free brochure at
MalWarwick.levison.com

In other words, prospects see their names as part of the URL! And that's just for starters. PURL technology allows you to track responses better than ever and personalize the user experience on an individualized Web site.

How does all this work? Let me refer you to some resources that you might want to check out:

www.variablethinking.com

www.findarticles.com

www.ebscomedia.com

By the way, I have no business relationship with these companies, nor have I ever worked with them. I just thought these Web sites can explain PURLs in more depth than I can in this short article.

Ivan Levison is a direct response copywriter. Contact him at 14 Los Cerros Drive, Greenbrae CA 94904, phone (415) 461-0672, fax (415) 461-7738, Web www.levison.com, e-mail ivan@levison.com. This article is adapted and reprinted with permission from The Levison Letter, available free at www.levison.com/subscribe/. Copyright © 2008 by Ivan Levison. All Rights Reserved.

5. Destination marketing

In my year-long study of the online practices of 144 nonprofit organizations, I learned about 12 ways that charities are using the online medium to bring donors closer to the cause . . . again and again. They're thus making their organizations more relevant, more provocative, more stimulating, and more engaging.

Here, once again, are those 12 techniques:

  1. Be relevant–be local
  2. Highlight the video
  3. Engage constituents
  4. Leverage techniques that work in the mail
  5. Send information in bite-size chunks
  6. Work at channel integration
  7. Personalize your organization
  8. Be visual—be provocative
  9. Say "thank you" in different ways
  10. Ask friends to "get the word out"
  11. Be timely—be there
  12. Highlight your partners

In my previous columns, I addressed the first seven of these 12 approaches. This month I'll cover the eighth.

Be visual—be provocative

Heifer International (Little Rock AR) is well known for an unusually successful online fundraising program. Its offer to deliver farmyard animals (goats, chickens, rabbits, and the like) to enterprising but poor farmers in exchange for gifts of different amounts has produced millions in donations. But other aspects of Heifer's online presence are also notable. For instance, check out this electronic newsletter. Note in particular the bold use of color and the engaging photograph that won't fail to attract the eye of any Heifer supporter.

Here's a closer look at that photo

Most of our discussions about online marketing and fundraising seem to focus on the words we use. This striking example of e-mail fundraising at its best illustrates how big a contribution graphics can make.

Never forget: E-mail and the Web are a visual medium.

Tom Gaffny can be contacted at Tom Gaffny Consulting, 71 Cliff Road, Wellesley MA 02481, phone (781) 685-6825, fax (781) 685-0817, e-mail tomgaffny@hotmail.com.

6. Ask Mal

Since 1994, when the Mal Warwick Associates Web site went online, Editor Mal Warwick has answered fundraising questions posed by visitors to the site. Hundreds of those Q&As are available here. In this feature, we'll spotlight one Q&A from the most recent month.

Question: This year was our first year doing a canvass, and now I am trying to make fundraising projections for next year. I'm at a loss on what to expect from our newly canvassed members. I've done a little research and have seen everything from "they only give if they are canvassed again" to "I can expect 10% of those canvassed to respond to other mailings" (from an article in Grass Roots Fundraising). I was hoping you could give me some insight on what type of response rates we can expect from our canvassed members if they are canvassed again and if we try to incorporate them into our direct mail program.

Mal answers: I've had little recent experience with canvass donors, but I have spoken with quite a few fundraisers who have been faced with the challenge of converting donors acquired in a similar way (through face-to-face "direct dialogue," mostly outside the United States) into repeat givers. Their experience is entirely consistent with mine, so I believe that what I observed years ago still holds relevant lessons.

Here's the gist of it:

  • Direct mail is a poor method to convert canvass donors. Response rates are typically too low to cover costs, much less turn the profit necessary to justify the effort.
  • Telephone contact is the best way to approach canvass-acquired donors. Response rates tend to be much higher than when the mail is used. And once donors respond by phone (renewing their gifts by credit card, or even joining a monthly giving program), they can be contacted by phone again in the future.
  • Re-canvassing donors may yield a higher response rate than does contact by phone, but I suspect that the costs involved will often be prohibitive. However, if you're canvassing within a small geographic area, you might reach a different conclusion.

7. How to create a crisis appeal

I've seen lots of discussion lately about whether—and how—nonprofit organizations should talk about the current economic crisis. I believe it's important that you express frankly to your donors your concerns and challenges in the current climate. But there are several mistakes you can make in attempting to deal with this difficult topic.

With that in mind, here are several tips I've learned through the years to create a crisis appeal that inspires donors to help generously—rather than turning them away:

  • Don't make the appeal about budget shortfalls. Most donors don't support your organization because they care about your financial health. They support you because they believe in your mission. They've chosen to invest in your work because you're helping them advance goals they believe in. Therefore, a crisis appeal should detail how the reduced resources available to your organization will affect work the donors believe is critical—and how their donations are even more important now that funds are so scarce.
  • Appeal to donors on an emotional level. The natural human reaction to a crisis is an emotional one. If you write a dry letter filled with facts and figures, it will ring false. You need to express your true reaction to the crisis—how your heart is breaking that you might not be able to continue working on a project that was just about to have a wonderful breakthrough. You can explain how difficult it will be to tell the clients you serve that funds to help them aren't available anymore.
  • But don't commiserate. It's fine to express to your donors that you understand these are tough times for everybody—and that understanding makes you appreciate their contributions even more. But never give them an excuse not to give by saying you know they may not be able to send a donation right now.
  • Don't be afraid to talk about your deepest fears. I believe many organizations feel that expressing an emergency need for funds means they're admitting to poor management or shoddy planning. But the audience who receives your appeal is not judging you based on your organizational structure or management skills. As I wrote above, they support you because they believe in what you're doing, if you tell them there's a real risk you might not make it through this crisis without their help, they'll be much more likely to open their hearts and their wallets, even in these tough times.

If you're able to create a crisis appeal that follows these guidelines—and speaks frankly and from the heart to your donors about the challenges you're facing—don't be surprised if it beats your best expectations. When donors who believe in you see that the hopes and dreams you share are threatened, they'll move mountains.

Peter Schoewe is Senior Consultant, Mal Warwick Associates, 2550 Ninth Street, Suite 103, Berkeley CA 94710-2516, phone (510) 843-8888, fax (510) 843-0142, Web www.malwarwick.com, e-mail peter@malwarwick.com.

8. Meeting expectations

Just slightly over one in 10 donors—about 13%—feel their experience as donors has exceeded expectations. So says a survey by Campbell Rinker, as reported in NPT Instant Fundraising. At the same time, 83% report their experience met expectations. Another interesting survey result: Two-thirds of the respondents said they occasionally recommend a favorite charity to a friend or family member—and 19% said they frequently do so.

9. Are you ready for the CCC?

The Direct Marketing Association recently announced the Commitment to Consumer Choice (CCC), a new standard that all DMA member organizations must abide by as of February 2009.

As you may know, the Commitment to Consumer Choice is an effort by the DMA to empower consumers and donors and strengthen their trust by giving them choices on how we as direct marketers communicate with them.

Giving our donors the opportunity to modify the way we communicate with them is good donor stewardship. Even groups that are not DMA members should test incorporating this language because donors will soon become accustomed to these options—and will come to expect them.

Most groups probably already have something like this in place—whether formally or informally. The question my firm, the full-service direct mail agency Lautman Maska Neill & Company, tried to answer is: How will these new requirements affect our mail programs, especially since they apply to prospect mailings as well? If given the option, will prospective donors start contacting nonprofits and demanding (more so than now) to be taken off their list?

To determine the impact of the CCC language in an acquisition mailing, we tested including it on the back of the reply form for one of our clients. It turns out. . .it wasn't so bad.

The test was simple. We added one sentence underneath the credit card box that said:

"We strive for accurate, respectful and informative communications. If you would like to modify your mailing preferences, please call us at 1-800-123-4567."

The language is very broad and almost goes unnoticed on the reply form. Of course, we know that even the most minor alterations to a mail piece can impact response dramatically. But, this did not have a negative impact!

  • The organization did not experience an increase in donor services calls
  • Response rate was actually 3% higher on the test panel (not statistically valid)
  • Average gift was 8% higher on the test panel (not statistically valid)

It turns out that giving potential donors the option of making a choice might be good for your mail! At the very least, it doesn't seem to hurt. While this test didn't yield statistically significant results, we feel comfortable adding the language to this acquisition control package once the requirement takes effect.

In the future, we plan to test in-house mail and renewals. Will active donors have a different response? Stay tuned.

Lesley Hostetter is an Account Executive at Lautman Maska Neill & Company, 1730 Rhode Island Ave., NW, Suite 301, Washington DC 20036, phone (202) 296-9660, Web lautmandc.com, e-mail lhostetter@lautmandc.com. This article is adapted and reprinted with permission from the firm's e-newsletter, DM News and Views.

10. Legacies from forty-somethings?

If you've been neglecting forty-somethings when it comes to planned giving, you might want to reconsider. That's because Fundraising Success Advisor, reporting on a study by The Stelter Company, reveals that people in their 40s are "planning for their future much sooner than had been thought." According to the survey, some 66% of those 40 and older write their first will before their 50th birthday. What's more, 41% of people have already prepared wills by the time they turn 40—a percentage that more than doubles to 84% for those with incomes of $100,000 or more.

To watch a Webinar presentation of this study, click here.

11. Where's Mal?

November 17-20, 2008 – Seoul, Korea

Doum & Nanum Co., Inc.

Workshop: How to Establish and Run a Successful Giving Club

Lecture: Successful Email and Internet Fundraising

Lecture: New Trends and Technologies in Fundraising


November 25-28 -- Mombasa, Kenya
Resource Alliance Eastern Africa Fundraising Workshop

Master Class: What Every Nonprofit CEO Needs to Know about Fundraising

Plenary: Boosting Your Organisation's Fundraising and Marketing Programmes with Word-of-Mouth

Workshop: 10 Things Every Nonprofit CEO Needs to Know about Fundraising

Site: Sarova White Sands Beach Resort and Spa

More information


January 29-30, 2009 – Washington, DC
Direct Marketing Association Nonprofit Conference
Site: Renaissance Hotel


February 25-28, 2009 – Hanoi, Vietnam
Resource Alliance Vietnam National Workshop


April 22-24, 2009 – Washington DC

8th Annual Global Philanthropy Forum


July 21-23, 2009 – Washington DC

2009 Bridge to Integrated Fundraising Conference

Site: Gaylord Hotel, Resort and Conference Center, National Harbor