Insights
Smile & Dial
PG Smiling and Dialing Joe Tumolo, CAP® How many times a day are you picking up the phone to call a loyal donor who is not expecting your call to generate a new planned giving conversation? More and more nonprofits are relying on marketing and online will writing...
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,...
Charitable Gifts of Life Insurance
As fundraisers, it's critical to find creative ways to encourage people to donate to our cause....
INVOLVE YOUR BOARD
Building a thriving planned giving program without some level of commitment from the board is...
COUNTING VS ACCOUNTING
Many people ask me how to count planned gifts. The first...
PG GOAL SETTING AND TRACKING
Few organizations have goals around planned giving. We don’t want to bet on our donors dying, so I...