Welcome,

 |  July 2010
Welcome to the re-launching of the Planned Giving Pulse website. This site is decicated to archiving planned giving articles and news releases from the Legacy Leaders' website and Pulse e-newsletter.  

Find out more about the successes of Legacy Leaders and key planned giving articles that fundraisers will find impactful and educational.  We encourage any news relating to planned giving and invite others interested in sharing materials or sponsorship to contact the Site Manager at info@legacyleaders.com

The Pulse of Planned Giving would like to thank our site supporters of Legacy Leaders and the Canadian Fundraising & Philanthropy for all their help to create planned giving awareness.
Greg Chialtas
Site Manager
Planned Giving Pulse

 Canadian Fundraiser
ARCHIVE Newsletter
February 2004
March 2004
May 2004
July 2004
September 2004
November 2004
January 2005
March 2005
May 2005
July 2005
September 2005
January 2006
Latest News Release
The Canadian Diabetes Association Secures Future via Planned Gifts with Legacy Leaders 

The Canadian Diabetes Association (CDA) completed its first planned giving program with Legacy Leaders. From the pilot program, 113 donors expressed positive intent to leave a bequest to CDA. Overall, the program converted at 29% with a future bequest revenue of up to $2,900,000 to the charity.
To read more, click here.

Latest Planned Giving Article

Free Wills Programs - the Missing Piece of the Puzzle by Ken Ramsay

In the January 2010 issue of Gift Planning in Canada, Ken Ramsay's article speaks about the missing piece of planned giving...For a long time I have been puzzled by an unexplained gap in bequest conversion rates in proactive planned giving campaigns. When Legacy
Leaders conducts its typical bequest solicitation campaign of supporters and affiliates of a specific charitable organization, we get positive conversion rates in the 15% to 30% range.There have been rare exceptions of conversion rates of over 30% but these only happen with very passionate supporters of very emotional causes.

To subscribe to the Gift Planning in Canada newsletter and other notable fundrasing publications, please visit www.giftplanningincanada.com
To read more, click here.
ARCHVIED PRESS RELEASES

  • Longitudinal Results of Legacy Leaders’ Planned Giving Campaigns - May 2010

  • Educating Your Donors on the Importance of Planned Giving with Legacy Leaders Pt.2 - April 2010

  • Charities Work Together To Help Kitchener-Waterloo Residents Plan For The Future - April 2010

  • Educating Your Donors on the Importance of Planned Giving with Legacy Leaders Pt.1 - February 2010

  • Announcing the Free Wills Cities Coast to Coast and Webinars Dates - January 2010

  • Announcing the Formation of the Philanthropic Alliance Group - November 2009

  • “Knowledge” Expands Planned Giving Program with Legacy Leaders - November 2009

  • The Hospitals of Regina Foundation Secures 107 Planned Giving Prospects with Legacy Leaders - September 2009

  • The Windsor Regional Hospital Foundation Kick Starts Planned Giving Program with Legacy Leaders - August 2009

  • What are the Gender Differences that Drive Bequest Behaviour? - AFP Research Report - August 2009

  • Grand River Hospital Foundation Uncovers More Success in Planned Giving with Legacy Leaders - July 2009

  • CRA Releases New Fundraising Guidelines that Promotes Planned Giving Investments - July 2009

  • St. Thomas Elgin General Hospital Foundation Conducts Successful Planned Giving Program with Legacy Leaders - June 2009

  • The Children’s Health Foundation Takes a New Approach with Legacy Leaders - April 2009

  • Greenpeace Canada Grows their Planned Giving Program with a Remarkable 35% Conversion Rate with Legacy Leaders - February 2009

  • Can This Be The Right Time to Invest in Planned Giving? - February 2009

  • Strathroy Middlesex General Hospital Foundation Uncovers Generous Estate Gifts through their Legacy Leaders Campaign - February 2009

  • AFP in association with Legacy Leaders Supply Research Grants for Planned Giving Studies - January 2009

  • The Reena Foundation Can Expect up to $1 Million with a Successful Pilot Campaign with Legacy Leaders - November 2008

  • Acadia University Completes Their Fourth Planned Giving Campaign with Legacy Leaders - November 2008

  • Credit Valley Hospital Foundation’s Planned Giving Program Takes a Leap Forward with Legacy Leaders - June 2008

  • Grand River Hospital Foundation achieves a 30% Conversion Ratio in Bequest Expectancies with Legacy Leaders - March 2008

  • Legacy Leaders Unveils New Planned Giving Bundle Package - September 2007

  • Royal Ontario Museum Governors Develops 119 New Bequest Expectancies with Legacy Leaders - August 2007

  • Toronto East General Hospital Foundation Completes 3rd Successful Bequest Campaign with Legacy Leaders - July 2007

  • Hopelink Raises $3 Million in Bequest Expectancies with Legacy Leaders - June 2007

  • Legacy Leaders Introduces a Revolutionary New Donor Pinpoint Coding System - May 2007

  • University of Waterloo Bequest Campaign raises $ 4.4 Million - March 2007

    • ARCHIVED ARTICLES

  • Canadian Fundraising & Philanthropy, Volume 20 Number 1 - January, 2010 - Pioneering Program Seeks Charitable Bequests from General Public as well as Committed Donors by Janet Gadeski

  • Gift Planners in Canada, Volume 14 Number 8 - January, 2010 - Made in North America by Ken Ramsay

  • Gift Planners in Canada, Volume 13 Number 1 - January, 2008

  • Planned Giving Articles from the Globe and Mail - November 12, 2007

  • Valuing and Reporting Bequest Expectancies: Is a New Approach Required? - 2006 - Ken Ramsay

  • Donor Longevity and Its Impact on Major and Planned Giving - 2006 - Judith E. Nichols, Ph. D., CFRE

  • How Boom Generation Women Will Rewrite the Rules of Philanthropy - 2006 - Margaret May Damen, CFP, CLU, ChFC, CDFA

  • What Do You Learn by Asking 240,000 Individuals for a Charitable Bequest? - 2005 - Ken Ramsay

  • Charitable Gift Annuities: The Market Penetration Gap - 2005 - Ken Ramsay

  • The Future of the Gift Planner: How the Job is Changing - 2005 - Ken Ramsay

  • Bequests for Service Agencies-Feast or Famine: Should Agencies Stay Out of Planned Giving? - 2004 - Ken Ramsay

  • Why the Next Generation Belongs to Gift Planners - 2004 - Ken Ramsay

    •  
     
    Planned Giving Pulse · 425 University Avenue. · Suite 700 · Toronto · ON · M5G 1T6