Planned Giving

How to Deal With Territorial Attitudes in Your Organization
May 23, 2022 at 8:15 am

Your work as a fundraiser is to help donors experience the most possible joy through giving by enabling them to give to projects and programs that light them up and will help change the world. And it follows that it should be your goal to create an environment that makes this process easy and delightful for your donor.

Where the Money Is? — and Why That Matters for Nonprofits
May 18, 2022 at 11:29 am

Back in the 1950s, when a reporter asked the notorious Willie Sutton why he robbed banks, he supposedly responded, “That’s where the money is.” Proponents of the business of philanthropy should heed this simple wisdom and cultivate relationships with the wealthiest prospects — those with the most capacity to give.

When Nonprofits Put Policy Over People
May 9, 2022 at 12:17 pm

Your people are your most important resource. Since they are doing such amazing work, don’t allow policies that punish them, but look to reward, encourage, and celebrate them instead.

3 Reasons Why Nonprofits Are Overlooking Planned Giving Opportunities
March 23, 2022 at 12:56 pm

Planned giving is traditionally based on two data points: the donor’s age (55 and older) and capacity (more than $1 million). However, Giving DNA’s Dawn Galasso cited those as the “most terrible predictors of planned giving” from a data perspective.

Does Planned Giving Need a Lifesaver?
February 8, 2022 at 1:46 pm

Join us to learn more about how to strategically inform, engage, and influence donor relationships in an impactful, authentic manner.

How a Planned Giving Program Can Increase Fundraising Now
January 14, 2022 at 3:18 pm

Most nonprofit leaders are reluctant to start a planned giving program because they don’t see the immediate value. The thinking is, “Why should I create a program that won’t benefit the organization for another 10 to 15 years?” But, hold on. That actually isn’t true.