Good judgment comes from experience. Unfortunately experience comes through bad judgment.
January 25, 2020 Read more
Planned Giving for Financial Advisors
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
What’s the big deal about planned giving anyway? When it comes to things we don’t understand, or may be intimidated by, there’s always a reason to avoid taking a closer …
June 2, 2018 Read more
March 14, 2018 Read more
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
The face of philanthropy is changing: Researchers found that many donors want to talk with an advisor before they’ll even approach a nonprofit to discuss their intentions.
The other day a colleague from another nonprofit, a fairly small one, told me he was leaning away from spending money on a new planned giving website. This is not the first development person I’ve heard struggle with this decision.
July 15, 2017 Read more
In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes not only the trajectory of your long-term revenue goals, but your career as well.
October 18, 2016 Read more