Insights
Online Will Writing Platforms: Is the Juice Worth the Squeeze for Charities?
For fundraisers, finding innovative ways to secure donations is critical to sustaining and growing the impact of their work. One fundraising avenue that's been gaining momentum is promoting online will writing platforms to support legacy giving. But as with any tool,...
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...
Blending Major and Planned Gifts for Fundraisers and Non-Profit Leaders
In the world of fundraising, one of the most effective strategies is blending major and planned...
Funding Charitable Gift Annuities with Non-Cash Assets
Introduction In the world of fundraising, innovative solutions are key to maximizing donor...
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...
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...