Final Invoice
The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.
Planned Giving Power Words That Work
While the planned giving world isn’t exactly the wizarding world of Harry Potter, believe it or not, there really are some magic words — “power words,” if you prefer — that can make bringing home the endowment bacon a lot more likely.
Online Will Planners: Interview With Viken Mikaelian
[An Interview With Viken Mikaelian.] After seeing vendors like Freewill, Nonprofit Docs, LegalZoom and other vendors popularize an online will planning module, it just made sense for us to develop our own. After all, we’re in the planned giving marketing business, and this is just one more way we can help our clients succeed.
10 Ways to Boost Your Nonprofit Fundraising Strategy
There are thousands of fundraising tactics out there—hundreds of ways to find donor, to communicate with them, and to ask them for money. There are some things that every nonprofit can be doing to raise more money and boost their development program. Here are ten ways to boost your nonprofit fundraising strategy.
If You Don’t Write Your Will …
Don’t write your will and when you die, you’ll be declared “intestate” … a fancy word that essentially means, “they didn’t think a will was important, so now the government gets to decide what to do with all their stuff.” Read this article to learn why you should write your will today!
Getting Advisors on Board (Cole Eason Q&A)
Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.
15 Donor Conversation Starters
Even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these 15 donor conversation starters along with the “why” behind each one. Use them the next time you meet with a donor or prospect. They’ll help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship.
Why Church Planned Giving Programs are Essential
Many churches focus only on the collection plate… meaning they are leaving millions of dollars on the table. Major donor efforts (and church planned giving programs) are essential to the financial health of your congregation. Read this article to learn why planned giving is essential for your church.
