Planned Giving Marketing

2023 was another tough year in the nonprofit industry. Although all the numbers aren’t in yet, it’s on track to be on par with 2022 — perhaps worse. And what’s even more concerning is that this seems to be part of a larger downward trend.

Do you want to join the top 1%? Are you a tire kicker or a Formula One driver? Be the exception!

When raising funds, talking with coworkers or even with family, remember that we all want to belong. We all want to feel part of something. In everything you do look for ways to give your donors and staff community and you will succeed.

In any given year, donors may give you thousands quarterly via a mailed check or an online donation for $0.12 that you are not sure was on purpose. It begs the question – is a gift, a gift? Does everybody at your nonprofit feel the same about these two examples? Has your organization ever stopped to consider exactly which donors get what thank-yous at your nonprofit? Take time in the new year to outline the expectations and procedures for thanking at your nonprofit to establish an essential best practice.

According to Forbes Magazine, here are the top five New Year’s resolutions for 2024: Get fit, lose weight, and three more. This article will surprise you!

Giving Tomorrow editor Karen Martin grills our founder and CEO on the industry, the state of planned giving, and even his first job. She also gets a little personal.

Is Your Nonprofit Accepting One of the Most Powerful Gift Types? If you’re not accepting gifts of real estate, you’re missing out on a very large untapped donation market. Consider this: While most nonprofits focus on cash gifts, that cash comprises less than 10% of America’s wealth. Meanwhile, about 43% of the nation’s wealth is held in real estate … yet only 3% of that goes toward charity. That means if the Great Wealth Transfer hits its projected $60 trillion+ mark

How do you want to be remembered? Someone who left chaos or left a legacy? 

After the fundraising marathon of November and December, thinking about another development strategy in January may seem like going overboard. However, a built-in requirement for every nonprofit in the United States provides an inspiring place to add extra stewardship at a key time of year.

I’ll never forget the first time my wife and I met with our lawyer to create our estate plans. When do you pull the plug if a partner is terminally ill? What happens if we both die in an accident at the same time? Who do we trust to be an executor? It was, in many ways, a grim task, and I could see why so many people put it off.