Welcome,

 |  March 2012
Welcome to the re-launching of the Planned Giving Pulse website. This site is dedicated to archiving planned giving articles and news releases from the site's sponsors and supporters, as well as catalogue Pulse planned giving e-newsletters.  

Find out more about the successes of Legacy Leaders and read 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: Legacy Leaders and the Hilborn Group for all their help to create planned giving awareness.
Greg Chialtas
Site Manager
Planned Giving Pulse

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Latest News Release
March 2012 - “A Legacy of Hope” Campaign Catapults Plan International Canada’s Planned Giving Program

Plan International Canada Inc., an organization dedicated to lasting improvements in the quality of life of children, families and communities in developing countries, recently completed a very successful planned giving program with Legacy Leaders. The “A Legacy of Hope” bequest campaign developed over 760 bequest commitments to Plan International Canada. The program converted at 26.1% with a potential bequest revenue flow of up to $11,430,000.  
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.
ARCHIVED NEWS RELEASES

  • Legacy Leaders Announces a Value Priced Bequest Marketing Program for all Non-Profits - December 2011

  • Legacy Leaders Now Offers Capital Campaign Programs - November 2011

  • Boston College Partners with Legacy Leaders to Achieve Planned Giving Goals - August 2011

  • VON Middlesex-Elgin Jumpstart Planned Giving Program with Legacy Leaders - July 2011

  • Receive Annuity Quotes from Legacy Leaders - June 2011

  • Project Ploughshares’ Donors Show Strong Commitment during Legacy Leaders Program - June 2011

  • Click on the link to listen to Planned Giving podcasts from respected fundraisers Colleen Bradley and Ed Sluga - May 2011 To podcasts, click here.

  • The Foundation of Chatham-Kent Health Alliance Launched Formal Planned Giving Program with Legacy Leaders to much Success - April 2011

  • Legacy Leaders Studies Donor Planned Giving Migration with New Coding System - March 2011

  • Covenant House Toronto’s Planned Giving Program Receives a 21.7% Positive Conversion Rate with Legacy Leaders - March 2011

  • Legacy Leaders a Beacon of Fundraising Consistency - November 2010

  • Joseph Brant Memorial Hospital Foundation Completes Successful Bequest Program with Over $5 Million in Expected Revenue - August 2010

  • The Canadian Diabetes Association Secures Future via Planned Gifts with Legacy Leaders - July 2010

  • 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

  • Click on the link to read Boston College's Research Report sponsored by Legacy Leaders and AFP - "Wealth and Philanthropy of Boomers and Post-Boomers" - March 2012 To article, click here.

  • 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

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