Engage Donors Establish a Legacy Using LegacyPlanner ™
Fact: More than 60% of Americans do not have a will. That means they’ll have no say in how their estate is distributed. It also means they won’t have an opportunity to establish their legacy by leaving your nonprofit a transformative planned gift. But you have the power to change all that. Learn how, using the power of our LegacyPlanner tool!
“But My Donor Prospects Are Different”
If you feel your prospects are “really different,” chances are you’re hanging out with a few sophisticated (and detail-oriented) donors and making assumptions about the rest. My hunch is that you are alienating a majority with financial advice and high-brow messaging. Most donor prospects want simple, down-to-earth messaging that makes them want to get involved with your nonprofit!
4 Misconceptions About Gift Planning
Don’t let gift planning misconceptions get in your way. They’re just an opportunity for a conversation about what gift planning can really do for your nonprofit. Here are the most common misconceptions about charitable gift planning, and how you can handle them quickly and effectively with your donors.
The Countdown to Generational Wealth Transfer
This is a unique time for nonprofit organizations. Generational wealth transfer is in full swing. Is your organization prepared to make changes to accommodate the sudden influx of millennial wealth? If you’re prepared, this could be a momentous time for your nonprofit.
The Importance of Endowments to Nonprofit Longevity
As nonprofits grow and improve their fundraising capacity, they may enter into the stage of considering endowments. While investments may seem intimidating for new organizations, experienced nonprofits know that their longevity depends on them. How strong is your nonprofit’s endowment fundraising system?
The Nonprofit Marketing Roadmap
Now more than ever, effective marketing is critical for a nonprofit to survive and grow its mission. Learn the fundamentals of nonprofit marketing, including branding, market research, finding your target audience, developing criteria to measure a campaign’s success, and earning your donors’ trust.
Estate Plans: What Are Advisors Telling Your Donors?
Now that the SECURE Act is law, donors are (or should be!) reviewing their estate plans, retirement strategies and philanthropic strategies to see if they should make changes. But what advice are they getting from their financial advisors — and how could it affect your charity? Here’s how to be prepared for the new reality.
Contemporary Women and Wealth
Which would you choose: buying yourself a pair of Jimmy Choos, or the opportunity to help someone else buy much-needed shoes? In this article, we discuss women and wealth… and in particular, how your non-profit can raise more money from the women, who statistically outlive men and thus control the wealth of most families during prime planned giving years.
Love, Family and Estate Planning
My father hated estate planning. The words conjured up technical mumbo-jumbo he preferred not to think about. This was a big mistake, as he left his family with an estate plan. Here’s why estate planning is so important for you, your family, and the causes you care about.
Beauty is in Ear of the Beholder
The tone of your voice matters. That’s true in business, in life, and in fundraising. Have you given much though to how you sound to other people, and how they perceive the tone of your voice? If not, now is the time to start.
