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
Planned Giving for Financial Advisors
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.
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
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