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...
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,...
PG GOAL SETTING AND TRACKING
Few organizations have goals around planned giving. We don’t want to bet on our donors dying, so I...
MAKE PLANNED GIVING A TEAM SPORT
Often, planned giving programs are started by one person, usually someone with planned giving...
WALK THE WALK
If you are going to start or grow a planned giving program with intention, the first thing I...
STEWARD AND CULTIVATE
Your donor’s first planned gift intention does not have to be the last. You would never think...
LOOK FOR CLUES AND TRIGGERS
The best time for an individual to consider gift planning to create a future gift often comes as a...
A LESSON FROM DAVE
For many of our donors, the start of a planned giving conversation can be as simple as thanking...