Give and Take

Being an active listener ranks highly as a skill valued in any profession. However effective listening skills prove even more useful in a relationship-building job like fundraising. In fact, becoming an empathic listener is one of the Seven Habits of Highly Effective People. A few simple tips can help you retrain yourself into becoming a better listener. Read on to learn the top five habits to help you build active listening skills.

Sometimes it seems like every nonprofit is currently searching for engaged, committed board members. You may live in a place where the usual CEOs, entrepreneurs, and political figures’ list of board assignments is already too lengthy to ask them to add your nonprofit too.

Charitable gift annuities are a dynamic planned giving vehicle that can provide a major gift to a nonprofit while also delivering peace of mind to your major donor.

The textbook definition of a commission is, “a fee paid to an agent or employee for transacting a piece of business or performing a service.” However I prefer to think of a commission, in terms of the nonprofit world, as connecting inspiration with financial and community support. Commissioning clubs provide a uniquely inspirational way to connect major donors intimately with the cause they care about.

A culture of philanthropy ranks as one of the most vital foundations to a successful development department. Nonprofits looking to boost fundraising and build substantial relationships with major donors should first measure the strength of their organization’s culture of philanthropy.

Many nonprofits choose to set a clear fundraising expectation from each member of their nonprofit board. However some nonprofits choose to let their board members decide the amount of their gift to the organization each year. Others permit board volunteers to give in ways that aren’t financial. But what are the risks and rewards of setting a minimum board giving level?

Artificial intelligence is today’s most relentless buzzword, as teachers, bosses, online daters, and everyone else learns the advantages and disadvantages of allgorithm-predicted answers in our daily lives. But there is one place in your development department where AI does not belong.

Philanthropy is a longer-term option for making gifts to help people in need over multiple years’ time while charity focuses on immediate relief to the needy.

I’ve been fortunate to have had a long and varied career in philanthropy. And over the last 20-plus years, I’ve noticed five recurring, consistent themes that, for me, sum up what philanthropy is all about.

One of the cleverest recent developments in planned giving are online solutions allowing donors to create their own will, at little cost and with no legal intervention. Is this a good idea? What are the advantages (or disadvantages) for nonprofits and development pros?

I have experienced many rewarding moments among top philanthropic donors and nonprofit leaders. If you are reading this article, you likely fit within one or both of these populations and understand that, as Winston Churchill once said, “We make a living by what we get, but we make a life by what we give.”

We’re asked this question often. And since marketing is such a complex field, the answer can certainly be complex. In fact, the definition of success is subjective – and sometimes it is all over the place. But as you know, I believe in not just simplifying, but oversimplifying. So I’m going to answer in trademark PlannedGiving.Com fashion and break it down into basics.

Pastors have a captive audience every Sunday. I can think of more than one fundraiser who’d probably be willing to commit a mortal sin for that kind of setup!

In anticipation of this great construction project, King David accumulated immense quantities of gold, silver, bronze, precious stones and exotic woods. Then, knowing he was serving a higher power, he bequeathed those assets to his son Solomon, along with God’s instructions for the design of the temple. (Even in Biblical times, donors were particular about how their planned gifts could be used ...)

Thousands of other Americans don’t have a will. Meet with an estate planning attorney, or use our LegacyPlanner™ for free to create a simple, legal will that’s valid in all 50 states.

It’s not too late to make a difference—perhaps a much bigger one than you thought possible—if you have a will.

Making a will is a lot easier than you probably think. But like anything, you have to start with the basics. These are the documents you need to get started creating your will; the things you absolutely must account for; and a few things you’ll want to consider.

Too often, once a prospect has documented his/her bequest intentions, the donor acknowledgment period lasts through several months of standard thank-you letters, a holiday greeting or goodie, and perhaps a recognition dinner (depending on level of gift). The donor’s name is summarily noted in recognition reports, on walls of fame, etched onto a plaque or mug, and whisked away into a legacy giving society. Then, it drops off the crevice into the deep, dark hole of “no further action required.”

The good news is, by creating a will and preparing for the first, you can reduce the burden of the second — both on yourself, and on your heirs. That’s because creating a will gives you the opportunity to put your affairs in order and ensure you’re in control of your own legacy.

Live Well … Leave Well. Make a difference even after you’re gone. Plan your estate for those you love and leave a legacy, not a mess.

Did you know that on average, women live five to seven years longer than men? This means any changes in finances, inheritance, or guardianship can complicate the estate planning process. It also means women often spend more time and resources on long-term or end-of-life care.

Of all the planned gift vehicles, a bequest program requires the least amount of effort — but provides the maximum amount of return! A bequest program also is the perfect way to segue into closing other gifts. Bequests also make up 92% of all planned gifts.

The No. 1 enemy of a social media program is figuring out how to monetize it. How do you measure ROI, when — as is the case with planned giving — you might not ‘see’ results for years? That is not a question we can easily answer — at least, not honestly — because it depends on factors unique to your organization.

We’re looking to compile the largest-ever collection of bequest-related stories — and give you and your nonprofit some publicity at the same time. In short, we want any bequest-related stories you think are important, interesting, amusing or informative.

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Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

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