Fundraising and Marketing Consulting
Donor-Centered Planned Gift Marketing, by Michael J. Rosen, CFRE, President of ML Innovations, is a fresh step-by-step guide for identifying your nonprofit's planned giving prospects and inspiring them to give generously. The book is the first planned-giving title in more than a decade to win the prestigious AFP-Skystone Prize in Fundraising and Philanthropy. (For the official AFP announcement, click here.) The book has also been placed on the official CFRE International Resource Reading List.
This book from the AFP/Wiley Fund Development Series helps nonprofit organizations move beyond traditional marketing techniques that have historically yielded only modest results and reveals how putting the focus on the donor can produce the best outcomes for all. Nonprofits new to gift planning will learn to market effectively from the start while those with established programs will discover ways to enhance their efforts.
You will learn about various donor-centered marketing channels and techniques, as well as how to generate internal support for an improved planned gift marketing effort. The book:
Sharing the latest research findings, this book shows you how to identify who your planned giving prospects are. In addition, you will learn how to effectively focus on your prospects through meaningful communication that ultimately inspires them to give-and give more.
For information about upcoming seminars and book signings, visit our Seminars page.
For other great books, look below or visit The Nonprofit Bookstore, hosted by ML Innovations and powered by Amazon. The Bookstore has been specifically designed for those with an interest in the nonprofit sector including fundraising, management, marketing, philanthropy, planned giving, and volunteerism.
“This is one of those rare books that delivers more than it promises, and it will appeal to the specialist and generalist alike. It not only makes a case for a new approach to marketing, as the title would suggest, but it is also a practical guide for the entire process of planned giving, easy to understand because of the clear style and numerous examples, and with exercises to implement what is learned.”
— Frank Minton, Senior Advisor, PG Calc; Founder, Planned Giving Services; Past Chair, American Council on Gift Annuities
“The number one training topic requested by PPP members is planned gift marketing. Michael Rosen answers that need with a well-organized approach, interesting anecdotes, a reader-friendly writing style, and a wealth of practical information.”— Tanya Howe Johnson, CAE, President and CEO, Partnership for Philanthropic Planning
“Donor-Centered Planned Gift Marketing by Michael Rosen is a comprehensive, well-researched and practical guide to the marketing of planned gifts via a donor centered process. The book will be of interest to both those new to planned giving and those seeking to take their program to a higher level.”
— Philip Cubeta, CLU, ChFC, MSFS, CAP, The Sallie B. and William B. Wallace Chair of Philanthropy, At The American College
"Michael Rosen’s Donor-Centered Planned Gift Marketing should become the Bible for anyone seeking to raise money from planned gifts. His donor-centered approach combined with useful examples and a wealth of practical tips and helpful hints, makes the book a must-have reference for anyone working in gift planning."
— Phyllis Freedman, President, SmartGiving; Founder, The Planned Giving Blogger
“Never has there been a better time to talk about planned giving. It is an effective tool for developing resources for an organization, and it is a meaningful way to truly engage with one’s donors. This book provides a thorough roadmap for both the nonprofit that needs to start and the nonprofit that needs to expand their efforts in developing an effective, well-planned and successful development effort using planned giving.”
— R. Andrew Swinney, President, The Philadelphia Foundation
“Rosen has artfully crafted an insightful, inspirational, and comprehensive road map for discerning planned gift donor engagement. By using the strategies and stories in Donor-Centered Planned Gift Marketing, professionals at all levels of proficiency can optimally engage and steward a donor’s passion and purpose for a better world through significant and heart-felt gift planning that will last more than their lifetime. This is a win-win book for all who care aabout future generations and vibrant communities.”
— Margaret May Damen, CFP, CLU, ChFC, CDFA, Founder, The Institute for Women and Wealth, Inc.; coauthor, Women, Wealth and Giving: The Virtuous Legacy of the Boom Generation
Membership Development: An Action Plan for Results is by Dana Hines and Pat Rich, ACFRE with chapters contributed by Michael J. Rosen, CFRE. The book focuses exclusively on helping nonprofits achieve desired results and sustain success. In this book, you will find a comprehensive discussion of how to create, market and manage a highly effective membership program. The authors offer a thorough examination of the "best practices" in the membership development arena.
Effective Telephone Fundraising is by Stephen F. Schatz, CFRE with Foreword by Michael J. Rosen, CFRE. This book is an authoritative guide to boosting your nonprofit's bottom line through effective telephone fundraising. You will learn the necessary and effective components of an effective call from beginning to end, and will discover helpful hints, detailed examples, phrases to employ, phraseology to avoid, and a "road map/chart" for structuring effective call scripts. This is a complete, start-to-finish guide for successful telephone fundraising,
For more information about any of the books mentioned on this page or to order any of them, click on the above image to be taken to that book's Amazon page. Books may be purchased through:
Or, your favorite bookseller.
Michael J. Rosen, CFRE is certified as a Master Trainer by the Association of Fundraising Executives. He lectures internationally about direct-response fundraising, ethics, marketing, membership promotion, and planned giving. He will be happy to create a program to meet your specific needs.
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