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.
July 2, 2020 Read more
Estate Planning
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. We call these funeral expenses.
June 22, 2020 Read more
The plain, unvarnished truth is that traditional wealth screening tools simply do not work in planned giving.
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.
February 21, 2020 Read more
Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.
January 9, 2020 Read more
Fundraising professionals focus on income as a measure of giving ability. The worried fundraiser thinks this way. “The prospective donor won’t give, because she won’t save money by being charitable. I won’t raise enough money to make my annual goals. My charity won’t accomplish its mission, and I’ll lose my job. What am I going to do?”
July 5, 2019 Read more
For the really big gifts, ask for the residue. The $100,000 was appreciated. But the 8.2 million went elsewhere.
October 16, 2016 Read more