The Catholic Fundraiser

John W. Jensen

John W. Jensen, CFP®, is based in Washington D.C. and has worked with more than 80 nonprofits to improve their planned giving performance. John was previously the Development VP at both The Nature Conservancy and the National Wildlife Federation. For more than 50 years Sharpe Group has led the way in helping America’s nonprofits maximize their funding. The Sharpe team provides numerous resources to help clients maximize their efforts to ensure current and future financial stability. To learn more about how the Sharpe team can augment your program, visit www.SHARPEnet.com or contact us at 901.680.5300 or [email protected]

Recent Posts

Dos and Don’ts for the Planned Giving Fundraiser

Posted by John W. Jensen on 5/3/16 8:30 AM

Fundraising success is made up of many things. Once you have identified a donor who finds your mission compelling, you have someone you can cultivate for future gifts of all sorts — or someone you can alienate and potentially lose as a donor. The difference is often, to a large extent, within your control.

Most of the basics of general fundraising apply also to planned giving fundraising, but a greater attention to the donor lifecycle is required. And (sometimes more complicated) noncash gifts can be especially important. Because the basics are so critical to fundraising success, it is a good idea to periodically step back and examine the details of how you are interacting with your donors.

Don’t let concerns about your lack of technical expertise be an obstacle to having conversations about noncash gifts. 

In most cases, you will be talking to a donor about making a gift that is simple to understand, such as a bequest or a gift from what may remain in a retirement plan. For more complicated gifts, your role is to generally describe the possible benefits and to interest the person in discussing it with a colleague or advisor.

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Topics: Donor Development, Nonprofit Galas, Planned Giving

About The Catholic Fundraiser

In this weekly blog we share tips, tactics and case studies for professionals in the Catholic fundraising community. Learn how to advance your mission with articles on technology, donor engagement, nonprofit leadership, social media, and emerging trends.

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