Insights
Maximizing Impact through Planned Giving with Professional Advisors
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 long-term...
Blending Major and Planned Gifts for Fundraisers and Non-Profit Leaders
In the world of fundraising, one of the most effective strategies is blending major and planned...
Funding Charitable Gift Annuities with Non-Cash Assets
Introduction In the world of fundraising, innovative solutions are key to maximizing donor...
Smile & Dial
PG Smiling and Dialing Joe Tumolo, CAP® How many times a day are you picking up the phone to call...
Unpacking Fractional Fundraising: Maximizing Impact in Nonprofits
The fundraising landscape for non-profit organizations is perpetually evolving, and one of the...
Charitable Lead Trust: The Unicorn of Planned Giving
When it comes to planned giving, there's a plethora of options available for donors who wish to...
Charitable Donations Through a Trust: A Guide to Philanthropic Giving
When it comes to charitable giving, one pathway that offers both flexibility and control is...
Gifts of Real Estate
The Power of Real Estate in Fundraising: Making a Difference with Gifts of Real Estate Fundraisers...
Gifts of Crypto Currency
Should Your Charity Accept Gifts of Crypto Currency? -Joseph Tumolo CAP® With the rise of digital...
IRA’s Vs 401Ks in Charitable Giving
The Strategic Path to Giving: IRAs vs. 401(k)s in Charitable Contributions For fundraisers,...