by jjordan | Jan 21, 2025 | Uncategorized
When it comes to planned giving, conventional wisdom often tells us to focus on senior donors—those who are over 65 and perhaps more settled in their finances. But is this approach outdated? Are we missing out on significant opportunities by not engaging younger...
by jjordan | Dec 30, 2024 | Uncategorized
In the world of fundraising, a well-executed planned giving survey can be a game-changer. It provides valuable insights into your donor base, helping you tailor your strategies and maximize engagement. Yet, many nonprofits overlook this powerful tool. Let’s...
by jjordan | Nov 20, 2024 | Uncategorized
In recent years, the digital revolution has extended its reach into the realm of wills and estate planning. Companies like FreeWill , Legacy Planner and GivingDocs claim that their online will planners can effectively generate planned gift intentions. But do these...
by jjordan | Oct 22, 2024 | Uncategorized
Why Planned Giving? In the nonprofit world, securing sustainable funding is critical. Did you know that up to 90% of a donor’s wealth is tied up in their assets? By tapping into planned giving, your organization can unlock significant potential and ensure...
by jjordan | Sep 20, 2024 | Uncategorized
In the world of fundraising, planned gifts represent one of the most impactful ways donors can support your organization. From bequests to charitable gift annuities, these contributions can provide significant financial stability and long-term support. However,...
