by dsher | Jan 2, 2024 | Uncategorized
Building a thriving planned giving program without some level of commitment from the board is extremely difficult. Like outright giving, we should strive for 100% board participation with planned giving. While I have never seen 100% participation, we should still...
by dsher | Aug 1, 2023 | Uncategorized
Many people ask me how to count planned gifts. The first thing to keep in mind is that there is a difference between counting and accounting. “Accounting” relates to how gifts are counted with the finance office. These are the numbers we report on our tax returns....
by dsher | Jul 11, 2023 | Uncategorized
Few organizations have goals around planned giving. We don’t want to bet on our donors dying, so I am not suggesting you set a goal for realizing planned gifts. I do, however, suggest goals that lead to and include planned gift intentions. Here are some examples of...
by dsher | Jun 20, 2023 | Uncategorized
Often, planned giving programs are started by one person, usually someone with planned giving experience. When that person leaves the organization, so does the program with no one else in the organization fully involved, the program stalls. It’s imperative that you...
by dsher | May 30, 2023 | Uncategorized
If you are going to start or grow a planned giving program with intention, the first thing I highly suggest you do is join the legacy society yourself. After all, how can you expect others to join if you are not a member? Once you are a member, it changes the...
