Insights
How Do I Inspire My Board Members to Make Planned Gifts?
Board members play a vital role in any organization—not only as decision-makers but also as ambassadors of your mission. When it comes to planned giving, their participation speaks volumes, demonstrating commitment and encouraging others to follow suit. However,...
Do Online Will Planners Really Generate Planned Gift Intentions
In recent years, the digital revolution has extended its reach into the realm of wills and estate...
Maximizing Impact through Planned Giving with Professional Advisors
Why Planned Giving? In the nonprofit world, securing sustainable funding is critical. Did you know...
Counting Planned Gifts: A Comprehensive Guide for Fundraisers and Non-Profit Leaders
In the world of fundraising, planned gifts represent one of the most impactful ways donors can...
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...
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...