Preparing for Planned Giving Conversations—24 Terms You Need to Know
This glossary of terms, which uses practical examples, will give you a basic working knowledge of key words common in ongoing planned giving conversations.
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This glossary of terms, which uses practical examples, will give you a basic working knowledge of key words common in ongoing planned giving conversations.
Here are five trends to look out for – and tips for how your organization can leverage them.
What makes a donor-advised fund so attractive? Simply put, it allows donors the ability to time their charitable contributions to maximize tax savings.
By Lawrence Henze Story original seen in Philanthropy Journal. For most nonprofits, colleges and universities, giving significantly increases around the end …
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Ahh, Sunday, we meet again. Another week is coming to a close. Sigh. Is it just me, or is each week feeling …
Looking for a way to jump start your staff campaign? Explore a new opportunity: Invite employees to consider a planned gift instead of or in addition to an annual contribution.
Programs that will be the most successful in the future will continually look forward, while also giving efforts time to take root. They’ll take the best of what they do and do more of it. They’ll assess what’s not working and make changes. They’ll continually seek out the changing face of the planned gift donor and they’ll try to meet them where they are.
If you want major donor behavior, you first need to provide major donor treatment.
Did you know that more than 70% of people who have already made planned gifts also continue to make annual gifts to the organizations they’ve named in their estate plans?
