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
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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
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.]…
February 6, 2018 Read more
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…
January 22, 2018 Read more
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…
November 5, 2016 Read more
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…
November 1, 2016 Read more
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…
October 29, 2016 Read more