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
Beneficiary Designations
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
One’s legacy comes in many different colors: This infographic details helpful facts and figures related to bequests, wills and charities. It’s perfect for presentations, newsletters, blogs, websites, social media, etc. — and it’s free for you to use.
July 19, 2017 Read more
Long-term study shows multiple benefits for charities to get in the estate plan sooner. We all know charitable estate giving is a big deal. In comparison, despite all of the…
April 15, 2016 Read more
Q: My nonprofit currently uses all bequest proceeds for operating expenses. The family of recently deceased donor has questioned this and wants us to designate the funds for endowment. What should…
April 8, 2016 Read more
Let me tell you about this one prospect I met when I worked at an organization that preserves historic buildings. We were introduced by a mutual friend. At first the…
October 3, 2013 Read more