Click the picture (or here for a PDF of the article Duke University Makes Claim on Estate of Aubrey McClendon – WSJ) and check out an article about how Duke University filed a claim against the estate of the late Aubrey McClendon for close to $10 million in unfulfilled pledges. We have no doubt that the...
There are plenty of really nice planned giving websites out there and plenty of not so nice ones. Every time I go call someone in the industry, I go to their website, see how fast I can find them, check out if their site is up to date, how it looks, etc… (MOST OF THE...
  Yesterday, we did a webinar on Survey Campaigns – one of the newer big ideas to transform your planned giving efforts. I think everyone was blown away at the results we showed.  (click here if you want to purchase the recording for that webinar for $70) Next week, on Wednesday August 10th, we are offering...
I know I might start sounding like a broken record but I can’t ignore the only marketing method that I have come across in my 20+ year planned giving career that not only gets results – but gets massive results. As I am preparing for a new webinar next week (Wednesday, August 3, 2016!) on...
  Check out this free webinar on the Great Wealth Transfer!  (NOTE: the first minute or two didn’t get recorded but it picks up on the first slide) [wpvideo Nejnuogm] If you have any interest in receiving a copy of the actual powerpoint (with slide data accessible) please email me at jonathan@gudemalegacyadvisors.com. Also, don’t forget...