You do not need a Ph.D. All you need is Street Smarts. Look at what John Ready did at Valley Gives Back.
December 10, 2018 Read more
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It’s true. Planned gifts can get complicated. That’s why we have professionals like Meredith Sossman, JD, Camilyn Leone, Esq., and Scott Janney on our team. And it’s a very good…
November 23, 2018 Read more
I just love Tom Ahern’s sarcastic line: “Oh, goody! Look what’s come in the mail, honey. It’s the latest issue of our death brochure. Round up the kids!”
August 17, 2018 Read more
Legacy society member brings girlfriend to all organization events. She also attends events without him. She puts off other members by over-imbibing and being more outspoken than Whoopie Goldberg.
June 15, 2018 Read more
Women hold a large percentage of this nation’s wealth, yet most don’t have an estate plan. Show those who care about your mission the value of estate planning, and they’ll be encouraged to include a charitable gift to you. Simple … donor and attorney friendly … and to the point.
March 28, 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
It’s true — a kid with a kite! There’s a lesson that fundraisers can learn from the history of Niagara Falls — specifically, about a suspension bridge that, from 1855 to 1897, connected the United States to Canada over the roaring waters.
February 13, 2018 Read more
Wouldn’t it be great if every donor simply gave cash or publicly traded stock? And, did not ask for a pledge period of greater than five years?
While most donors do fit this description, there are others who present challenges in terms of the proposed structure of their gifts.
February 6, 2018 Read more
