Why Planned Giving?
Sometimes a board member or nonprofit will ask us, “Why planned giving? People are giving us annual gifts and we don’t want to impact that
Sometimes a board member or nonprofit will ask us, “Why planned giving? People are giving us annual gifts and we don’t want to impact that
Discover how planned giving can help you make a lasting difference, save on taxes, and secure your heirs’ future. Explore charitable giving, estate planning, and tax-efficient strategies in this helpful article.
It’s tempting to think about marketing as a collection of traditional outreach. Sure, part of it is which we have been offering for years. Display ads, postcards, surveys, tag lines, digital media, videos — the list goes on. But marketing is more than that. Marketing also includes things you might not immediately think of.
What would you do if you had a verbal commitment for a planned gift—and the donor died before putting it into writing? It happens more often than you’d think. Here’s a real-world example of how stewardship can save the day.
Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).
Navigating the complexities of estate planning and charitable giving can be daunting, but with the right tools and guidance, you can help donors make a meaningful impact and ensure that their legacy endures for generations to come.
AI is smart enough to discover names of people in your organization. Legitimate-looking emails come in with the line, “see attachment” — which, when opened, launches malware. Others request sensitive business information or for you to fill out an RFP behind a password. I wrote back to one such bot, and it responded so convincingly I almost fell for it. Be very careful — two friends lost between $4k and $7K at work through such an attack. Only one was reimbursed.
AI might look enticing, but when you strip away all the hype it’s a ticking time bomb. AI-created content has created some serious problems for its early adopters. Do you really want to lose donations over an easier way to write a caption?
An endowment sends a motivating message to the world, as well as to your board, staff and donors. It says your organization is going to be here for the long run. It creates respect, trust, authority.
2023 was another tough year in the nonprofit industry. Although all the numbers aren’t in yet, it’s on track to be on par with 2022 — perhaps worse. And what’s even more concerning is that this seems to be part of a larger downward trend.
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!
Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
2103 Bayshore Boulevard
Unit 1501
Tampa, FL 33606
Copyright 2024 © PlannedGiving.Com
Reach out! We look forward to hearing from you.
We value your privacy and keep your
information private. We do not spam.