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!
Your donor's financial advisor can play a key role in determining when (and if) your donor gives to your organization. An advisor-centric approach in your non-profit can also pave the road for prospective donors. Is your nonprofit doing enough to build a network of financial advisors?
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.
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.
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?
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.
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.
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.
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.
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.
Did you hear about the $20 million dollar gift that went elsewhere? All it took was one misguided sentence: “We don’t accept those things, ma’am.” Don't let fear of complicated gifts prevent your non-profit from thriving. It's time to put a plan in place to accept gifts of real estate, and so much more!
Most smaller charities and almost all Americans do not understand the importance of a Community Foundation and how it serves the public. Here's why community foundations are so important, and how they can help your non-profit thrive.
Personal finance is largely about taking a proactive approach to planning your future. Along the way however, it’s also about avoiding common mistakes that typically result in unnecessary financial stress. Here are some hard-won tips for planning your future (and your legacy).
Does your life feel unbalanced? Are you tired or exhausted most of the time? Do you feel like work consumes you? You may be experiencing job burnout. Here are some important ways to prevent job burnout and care for yourself and your career.
With a high profile job interview coming up, it's important to practice some effective, job-winning strategies that can help you outshine your competition. Use these tips and strategies to prepare for - and win - the job of your dreams.
Figuring out your mission positioning can be tough during down markets and time of economic uncertainty. Cutting marketing activity right now is risky, contrary to what you might think. You'll save on the short term, but lose in the long-term.
If you once performed like an expert gymnast nailing every routine, you might have found that you’ve become a bit wobbly since you started working at home. Sure, there have been advantages—less time commuting, fewer office interruptions. But it can also be hard staying productive. Here's how to score a perfect 10, every time.
Does your nonprofit need and endowment? The answer is almost certainly "yes." In this article, we discuss the reasons why endowments are so important and the different ways you can help your organization succeed by building an endowment starting this year.
What’s crypto? A massive untapped opportunity for your nonprofit. And Planned Giving has an exclusive scoop on a risk-free gifting vehicle potential that could launch your organization into the stratosphere. Learn more about how to use cryptocurrency at your nonprofit!
The planned giving world is inundated with so much legalese and technical jargon, a simple planned giving appeal letter usually reads like a privacy statement sent out by a credit card company. It’s enough to send a corporate lawyer straight to sleep — and those are the folks who write privacy statements! Appeal to emotion.
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