Catholics are uniquely at odds with the accumulation of personal wealth. Perhaps, it is because the Gospels and the Acts of the Apostles suggest a vocational lifestyle of communal frugality…
March 14, 2018 Read more
Planned Giving Blog
I saw a blog post penned by another planned giving vendor. Its sole purpose: To trash the idea that fundraisers need a planned giving website. Very interesting …
March 14, 2018 Read more
It’s true — a kid with a kite! There’s a lesson that fundraisers can learn from the history of Niagara Falls — specifically, about a suspension bridge that, from 1855 to 1897, connected the United States to Canada over the roaring waters.
February 13, 2018 Read more
Wouldn’t it be great if every donor simply gave cash or publicly traded stock? And, did not ask for a pledge period of greater than five years?
While most donors do fit this description, there are others who present challenges in terms of the proposed structure of their gifts.
February 6, 2018 Read more
Over 90% of planned gifts are beneficiary designations. By simply promoting beneficiary designations to your prospects, your organization will grow. [Here’s a Beneficiary Designations Gift Planning Toolkit you can use.]…
February 6, 2018 Read more