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...
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...
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...
ABOVE AND BELOW THE LINE
In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a...