We are studying the SECURE Act and its effects on Philanthropy. We will release our take and advise effective ways you can shift your marketing focus to raise more and larger gifts.
December 21, 2019 Read more
Planned Giving Blog
If you’re making a charitable donation, ensure you’re eligible for a yearly tax deduction by meeting these important dates.
December 20, 2019 Read more
Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.
December 13, 2019 Read more
Unlike the traditional planned giving newsletter that is challenging to implement, the Newslet addresses your need to deliver your message in an affordable and expeditious manner.
December 9, 2019 Read more
Most nonprofits have a reversed Darwinian approach to new idea generation. Instead of survival of the “fittest” they strive for survival of the “safest.”
December 8, 2019 Read more
Year-end giving appeals are often poorly planned and executed. The best time to begin is between July and September, and making sure that you have a series of “touches” and not just one mailing planned.
November 27, 2019 Read more
The congregation sighs and settles in for what the pastor knows is actually their least favorite Sunday. “Please take a look at the insert in your bulletin,” he continues. “You’ll see that we didn’t meet our budget again this year.” His audience knows where this is going: The church is struggling to accomplish its mission, but the congregation is not pulling its weight in terms of monetary contributions.
November 21, 2019 Read more
Unfortunately, many in this industry are job hoppers. Why? Because truth be told, fundraising takes hard work and commitment, and many who land in fundraising tend to focus more on transactional duties than on doing their real job.
November 20, 2019 Read more
Like cell phones, social media and text messages, acronyms have taken over our lives. But we had planned giving acronyms long before the birth of texts. What else does a CRAT stand for? Read and find out.
November 18, 2019 Read more
Study shows what successful people have in common: they spent a lot of time with someone who had been successful. In other words, they learned how to be successful. They had friends, mentors, influencers and coaches.
November 10, 2019 Read more
Any fundraiser can raise more and larger gifts by using our proven marketing tools, because they get the point across to your donors without thought. We’re giving away a secret.
November 7, 2019 Read more
In today’s economic environment, a legacy giving initiative can help you tap the hidden potential of your most generous and loyal donors and transform the growth trajectory of your organization.
November 2, 2019 Read more