Learn how to update your estate planning documents with a trust amendment form. Understand the process, requirements, and differences between amendments, restatements, and codicils.
Discover the differences between per stirpes and per capita distributions in wills. Learn how these terms affect the inheritance of your estate.
100 Fundraising Delusions (and the People Who Still Believe Them) isn’t a blog. It’s a mirror—and not the flattering kind. After 26 years in this business, I’ve heard it all: the excuses, the sacred cows, the budget-killing fantasy thinking. From “We need younger donors” to “We’ve got FreeWill, so we’re covered,” this list delivers 100 cold truths—each one a quiet reason your fundraising isn’t working. If you see yourself in a few, congratulations—you’re self-aware. If you don’t see yourself at all?
Well… that’s Delusion No. 100.
Discover whether a will needs to be notarized to be legally binding in 2024. Learn the requirements, benefits, and exceptions for notarizing a will.
Thinking of hosting a Planned Giving Seminar? Great—if your goal is to perfect the sound of silence. Most people would rather organize their sock drawer than attend something that sounds like a tax lecture. Want them to actually show up? Call it “Estate Planning for Grown-Ups Who Don’t Want Chaos.” Talk about protecting their family, not charitable trusts. Trust us—once they’ve planned for their dog, their alma mater might just sneak into the will.
Personalization in planned giving isn’t just thoughtful—it’s essential. Donors want to feel seen, heard, and valued. They’re not giving to a logo; they’re giving to a person they trust. From using real photos to remembering birthdays, every personal touch deepens the connection. This blog explores how small, intentional actions—like phone warmth, handwritten notes, and tailored messaging—can transform your outreach. Personalization builds trust, and trust builds legacy. It’s time to retire the grey flannel suit and put people first.
Forget stiff, lifeless bios. Donors don’t leave legacies to titles—they give to real people. Warm, engaging staff bios build trust and spark connections before the first call. Keep it brief, add personality, and use a professional tone that reflects your mission. Include photos, credentials, and a fun detail or two. Your bio isn’t just an intro—it’s an invitation. Make it human. Make it memorable. Solid tips included.
Looking for fundraising inspiration? Meet William John Cameron—barefoot pioneer, entrepreneur, and big game hunter who offers timeless wisdom for nonprofits. “Money never starts an idea; it is the idea that starts the money,” he reminds us. Stop waiting for perfect conditions or budgets before taking action. And remember, “Thanksgiving is a word of action”—gratitude isn’t just seasonal, it’s strategic. Cameron’s life teaches us that great fundraising requires only two things: a compelling idea and the courage to act.RetryClaude can make mistakes. Please double-check responses.
Bequest marketing is the cornerstone of effective planned giving strategies for nonprofits seeking sustainable funding. Unlike complex charitable vehicles, bequests are accessible to donors of all income levels, requiring no immediate financial commitment while yielding gifts 200-300 times larger than lifetime donations. By implementing strategic bequest marketing through multiple channels, nonprofits can build lasting donor relationships and secure their financial future with minimal resources. Start with bequest marketing before exploring more complex planned giving options—it’s the simplest, most effective approach to legacy fundraising.
Learn how to create a living will to ensure your healthcare preferences are honored even if you become incapacitated. Follow these steps for peace of mind and clarity.
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