Donors Don’t Just Give; They Invest in a Nonprofit
Donors like to do more than just give — they like to feel like they are investing in the nonprofits they support. Investing means feeling like they are part of the organization and partially responsible for its success. If you want donors to give more to your organization, you need to find ways to help them feel as though they are investing, not simply making a donation.
A $500 Million Estate …. And No Estate Plan
Did you hear that former Zappos CEO Tony Hsieh died intestate? Now his family, friends, and business associates are apparently fighting over a bunch of deals and agreements that were scribbled on thousands of sticky notes plastered all over the walls of his Utah mansion. Don’t make the same mistake. Don’t die without an estate plan that keeps your legacy intact!
Contemporary Women and Wealth
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.
Love, Family and Estate Planning
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.
Fundraisers and Donors: You Had Me at Bequest
The relationship between fundraisers and donors is like dating. And, just like the dating world, in fundraising, there are duds, and there are keepers. Which kind of fundraiser are you?
Ten Reasons Churches Should Have a Ministry of Legacy Giving
In today’s economic environment, a legacy planned giving initiative helps you tap the hidden enormous potential of your loyal donors and transform the growth trajectory of your organization.
Your Final Invoice
You know the saying, “The only two things certain in life are death and taxes.” Even after your lifetime, there are many taxes you can avoid. When it comes to taxes and funeral expenses (your final invoice), planning now will go a long way to help your family and friends.
Nonprofit Loyalty: Are You Worthy of Being Adopted?
The plain, unvarnished truth is that traditional wealth screening tools simply do not work in planned giving. Here’s why nonprofit loyalty matters – and how you can gain it for your nonprofit!
Planned Giving and the Church
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.
SECURE Act / Note to Clients and Friends
Don’t let legislation paralyze your planned giving marketing efforts.