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