Slide Decks
Books
Visual planned giving: An introduction to the law and taxation of charitable gift Planning
The storytelling fundraiser: The brain, behavioral economics, and fundraising story.
The epic fundraiser: Myth, psychology, and the universal hero story in fundraising
The primal fundraiser: Game theory and the natural origins of effective fundraising
The Socratic fundraiser: Using questions to advance the donor’s story
Inside the mind of the bequest donor
Presentations
You’re in the will! Now what? Strategies that lead to larger legacy and lifetime gifts
Socratic fundraising: Using questions to advance the donor's journey
How to talk to people about wealth in ways that inspire major gifts of assets: The science and the sentences
Social norms in major, annual, and legacy gifts fundraising: How examples can motivate generosity
Top 10 legacy fundraising strategies from scientific research: National data & results from the lab
Using storytelling in major and planned gifts fundraising: New findings, ancient origins, and practical tips
How to make an EPIC fundraising ask: The story principles of successful major gift requests
How to ask for an estate gift without fear or anxiety: The science and the sentences
Using donor surveys in planned gift marketing
Back from Fantasy Island: Counting revocable estate gifts
Words that work in major and planned gifts fundraising: Statistical analysis of the words and phrases that encourage planned giving
Wills that won’t: A 25 year national study of charitable planning additions, deletions, and ultimate estate transfers
Baby Boomers and planned giving: A very special generation or just typical old people?
Inside the mind of the planned giving donor: What neuroimaging and experimental research reveal about donor motivations
Selling to the CFO: How to get your leadership to support planned gift fundraising
New results from 360 years of national data on charitable bequest gifts
The hidden code of end-of-life decisions: What legacy fundraising can learn from decision-making in life insurance, annuities, estate planning, and healthcare
Putting research to work in your planned giving program
Special charitable financial planning opportunities for 2025
Top 10 charitable financial planning strategies for advisors: Helping your clients and your business with charitable planning
Using behavioral science in fundraising communications: What experimental research tells us about the right words and phrases
Fundraising metrics are the worst! (And how to fix them)
Gifts of wealth and the psychology of the transformational donation
Why cash is not king in fundraising: Results from 1 million nonprofit tax returns
[Donor Presentation] Smarter ways to give - Top tax tips for 2025