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.
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 …
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.
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.
Over 90% of planned gifts are beneficiary designations. By simply promoting beneficiary designations to your prospects, your organization will grow. [Here’s a Beneficiary Designations Gift Planning Toolkit you can use.]…
New Year, New Direction? Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means. Download our Special Report on this…
Planned giving marketing firms should stick with what they know best. Companies like to boast about what they do. Apparently, many firms also like to do far more than they…
Says the panicked board member… until you show him a better way to lower risk. Has this ever happened to you? A board member or finance officer who is unfamiliar with…
The Single Most Important Thing to do to Get More Stuff Done! What is the single biggest excuse people use to not do things they say they want to do? Wait for…
Understand the benefits and increase your value to donors. First let’s clarify any confusion in nomenclature. Sometimes the IRA Qualified Charitable Distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).