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...
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,...
ABOVE AND BELOW THE LINE
In their book The Right Side of the Table, Scott and Todd Fithian suggest fundraisers draw a...
LEAVE YOUR TOOLBOX IN THE TRUCK UNTIL YOU KNOW WHAT “NEEDS A FIXIN”
Imagine you are looking to remodel your kitchen and you call several contractors to come out and...
IT’S A NUMBERS GAME BEFORE IT’S A RELATIONSHIP
While planned giving is all about people and relationships, there is also a numbers component to...
THE EXCUSES FOR NOT OFFERING PLANNED GIFTS TO YOUR DONORS ARE THE VERY REASONS YOU SHOULD
With all the pressure we are under to bring cash in the door, the thought of proactively focusing...
IT’S NOT ABOUT HAVING ALL THE ANSWERS… IT’S ABOUT ASKING THE RIGHT QUESTIONS
Many people avoid or are reactionary to planned giving conversations with their donors because...