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I love it when a book I'm reading echoes another book that I recently read. That happened when I was reading How to Raise Planned Gifts by Mail, by Larry Stelter.

Stelter says that when it comes to technical expertise, gift planners often fall into one of three camps:

  • Deer in the headlights who cringe at the thought of explaining the finer points of planned giving vehicles.
  • Minor league players who are comfortable in their own shoes, but haven't reached the level of...
  • Black belts who possess an exemplary level of skill and often expect everyone else (including their donors) to share their passion for the smallest and most obscure details.
  • It was that last category, the black belts, that sent me scurrying to find my copy of Made to Stick: Why Some Ideas Survive and Others Die, by Chip and Dan Heath.

    The Heath brothers speak of the "curse of knowledge," which is that once we know something, it is impossible to imagine not knowing it. Thus, we talk above the heads of our audience because we cannot re-create the state of mind of a listener who does not know yet.

    Much of Made to Stick is about how to bring our audience along, from not understanding to understanding, through many small steps.

    Similarly, Stelter, in How to Raise Major Gifts by Mail, makes the point:

    ...at least part of your audience is made up of people with only a vague understanding of the concept of gift planning. It's your job to raise awareness, pique interest, and inspire action. You can't do that by launching into arcane explanations in every communication you send.

    Stelter's book is packed with "aha!" moments like this (and it is a skinny little book). We were very taken with his chapter on women donors as well, and wrapped our review around that:

    Photo by Sheer Photo, Inc./Getty Images

    Comments

    April 1, 2008 at 2:52 pm
    (1) Jeff Klein says:

    Here at the JCF our web site http://www.jcfsnj.org hsa grown in popularity and we have had the opportunity to track our “hits.

    As planned giving grows so does the awareness that people are seeking information on how to establish planned gifts. Stelter has been a leader and innovator in Planned giving. I look forward to reading this book as well.

    April 3, 2008 at 5:08 pm
    (2) nonprofit says:

    Thanks, Jeff…

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