Planned giving nerds or marketing geeks?

How this newsletter got started, and why...

Viken and I decided to take a break from the office and set up a work station at our local Starbucks in Valley Forge, PA. Some of our best ideas have brewed over coffee, or sharing our company Jeep over a day-long trip. (Viken hates to fly unless he has to.)

"How about we put out a newsletter?" Viken asked.

I rolled my eyes and thought, "Not another harebrained idea from a partner who I swear suffers from Adult ADD. The last thing we need is another pale imitation of Planned Giving Today or the Journal of Gift Planning."

"I know what you're thinking," Viken said. "But do you know that there's not one source of organized, credible, simply-simple information just on practical planned giving marketing tips?" Okay, he had a point. From my 20+ years of experience, I'd say that for each person who asks a question about the Generation Skipping Transfer Tax, there are 347 others who ask for the best time to drop a mailing ... how to "humanize" their planned giving website... how to choose the most-qualified prospects... why their planned giving newsletters aren't working anymore... whether they should use "spam" to promote planned gifts, etc., etc. & etc.

So here it is. The first marketing newsletter with a planned giving twist. Or is it the other way around?


John S. Foster

PS: Please, we want your feedback.