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,...
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...
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...
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...