2024: Year-End Deadlines for Charitable Giving
If you’re making a charitable donation to your favorite nonprofit, make sure you’re eligible for an income tax deduction for the current year by meeting these important dates. Some other criteria apply, too.
Deb “Got It”
The nonprofit world needs more Debs—people who say it like it is, who recognize planned giving is for average ordinary people, who aren’t afraid to say the hard things when they need to be said.
Goldfish & Videos
Did you know that people now have shorter attention spans than… goldfish? As wild as that sounds, there was a study by Microsoft suggesting just that. Whether it’s true or not, one thing is clear: human attention spans are short. This creates a big challenge for anyone trying to build an online presence for their giving programs.
Nothing New Under the Sun
A client told me recently that we should be publishing more about what’s NEW in planned giving. Seems reasonable, right? Everyone likes new stuff. We all want to know the trends, be on the cutting-edge, sound knowledgeable at professional events.
Learn To Say Yes!
People who frequently say “no” value safety and predictability. Nothing wrong with that. But their growth will be slow, and their success will be limited. People who say “yes” value adventure and new experiences. Their growth will be faster and their success, over the long term, will be higher.
Forget What You’ve Heard About Planned Giving
Forget what you’ve heard about planned giving. Just do the math. Baby Boomers, who are among the wealthiest and most charitable Americans, are dying at a rate of about 6,000 per day. And unless your nonprofit has a planned giving program, that means about $6 billion in estate dollars is being lost every day. Unless you’re planning to fail, it’s time to reprioritize that marketing budget. By the way, we also “explain” what’s a billion. It’s an eye-opener.
From Likes to Donations: The Currency of Nonprofit Marketing
You’ve seen it before: a nonprofit posts about a successful event on its Facebook page (or LinkedIn, or Twitter, or Pinterest, or…) and racks up thousands of likes and shares. The team high-fives and takes a bow and … then what happens?
The Essential Roles of a Trustor and Trustee
Learn about the distinct roles of a trustor and trustee in managing trusts. Understand their responsibilities, differences, and how they ensure the trust operates smoothly.
How to Create a Will Without Legal Assistance: A Comprehensive Guide
Learn how to create a will without legal assistance. This comprehensive guide provides step-by-step instructions to ensure your final wishes are documented and legally binding.
Importance of Estate Planning: Why You Need an Estate Plan
Let’s face it: Estate planning isn’t exactly a dinner table conversation starter. But trust me, it’s one of those adulting tasks that’s way more important than we often give it credit for. So, what’s all the fuss about?
