Planned Giving

Planned Giving Fundamentals: Easy Steps to Begin Your Program
March 14, 2018 at 12:28 pm

On occasion, I get called in to discuss planned giving options, especially for smaller organizations. Often, they want to attempt to roll out a planned giving program without first laying the proper groundwork. In football terminology, start with basic “blocking and tackling...

#NPPTrendingNow Ep. 22: How Do You Identify Your Planned Gift Prospects?
November 3, 2017 at 8:50 am

Welcome back to #NPPTrendingNow, a weekly video series where NonProfit PRO Editor-in-Chief Nhu Te breaks down the top three coveted stories of the week. Here's what we've got going on for you this week: identifying planned gift prospects, asking donors to become sustainers in giving day programs and giving by geography...

5 Ways to End Your Fundraising Year With a Bang
October 18, 2017 at 1:16 pm

Approximately one-third of all donations are made during the last two months of the year. People tend to be in a giving mood during the holidays and are taking stock of their contributions before the year-end. Since the final months of the year can make or break a nonprofit’s budget, marketing messages to raise important funds kick into full swing beginning as early as Labor Day...

The Effects of Skepticism on Major Gifts Fundraising
June 26, 2017 at 11:53 am

It used to be that the average charity would have to simply ask and the donor would simply give, with no questions asked. All of that has changed. And this change has not dawned on many nonprofits or major gift fundraisers. This can be a major block to success for a major gift officer...

Personalization: Good, Bad and Just Plain Ugly
June 13, 2017 at 11:40 am

Dialogue with your donors, clients or prospects begins with good data; we all know that one tenet of direct mail—garbage in and out. When we go to the mailbox, a treasure trove of information on fun, as well as vital information, awaits us. Some good, some bad and at most, lame or even useless...

Rise of the Donor-Advised Fund: A Fast-Growing Vehicle to Charitable Giving
May 25, 2017 at 9:41 am

In our sector, we are constantly faced with obstacles of how we can increase charitable giving; but more particularly, how can we get our donors to continue to give over the years. A donor-advised fund is an account sponsored by a nonprofit organization that enables donors to give to charities and receive tax benefits—essentially a charitable savings account…

Friendship-Building Secrets to Build Donor Loyalty
May 16, 2017 at 11:21 am

Ever notice how sometimes when we put on our work hats we cease to be human? How we somehow morph into little robotic “professionals” and become enamored of jargon? “Lybnts.” “Sybnts.” “Recaptures.” Not that those things aren’t important. You need goals and objectives...