Most “experts” place the practice as having been birthed in the 1970s — or maybe as far back as the ’40s. So it’s safe to say the first planned gift must have been made sometime in those decades. Right?
April 6, 2019 Read more
Planned Giving Blog
“It’s never government, the economy, or tax laws that are our enemy. It’s ourselves.”— A CEO of a healthcare foundation, remaining anonymous.
April 1, 2019 Read more
Annual giving tends to focus on immediate needs. Planned giving is more focused on long-term growth. Although we need both, focusing on long-term growth creates stability.
There is a perception that many fundraisers are job-hoppers, never staying in one role or with one organization for long.
March 25, 2019 Read more
What’s the most popular food served at conferences? You guessed it. Chicken. What’s the most popular flavor of ice cream? If you said vanilla, kudos again. Don’t get me wrong….
February 17, 2019 Read more
Random acts of kindness? Pfui. How about consistent acts of kindness. Same goes for marketing… and that’s why many nonprofits fail because a little bit of this and a little bit of that …
February 17, 2019 Read more
I recently saw a post on LinkedIn mentioning that “it’s all about the relationship, not the ask.” If you want to be in the top 5% in your career, read on …
February 8, 2019 Read more
By Michael Einbinder-Schatz In 22 years of working with nonprofits in the Philadelphia area, I’ve seen some strategies that have helped organizations thrive and others that have held them back….
January 19, 2019 Read more
You do not need a Ph.D. All you need is Street Smarts. Look at what John Ready did at Valley Gives Back.
It’s true. Planned gifts can get complicated. That’s why we have professionals like Meredith Sossman, JD, Camilyn Leone, Esq., and Scott Janney on our team. And it’s a very good…
November 23, 2018 Read more
Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”
You have a planned giving program — that’s great! And you get those occasional gifts, and that’s great too. But you’re wondering if your donors know that you exist.
September 14, 2018 Read more