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
Catholics are uniquely at odds with the accumulation of personal wealth. Perhaps, it is because the Gospels and the Acts of the Apostles suggest a vocational lifestyle of communal frugality…
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.
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