Planned Giving

Should Your Nonprofit Legacy Program Be on Hold?
April 15, 2020 at 12:41 pm

You may feel talking about mortality right now is a big "no-no." You’d be wrong. I understand the impulse to avoid this subject. Especially now. Because it may feel insensitive. A bit like ambulance chasing. Yet that’s not what legacy philanthropy is about.

Small Strides to Big Legacy Payoffs
March 4, 2020 at 11:16 am

In order for planned giving to be effective, regularly identify, cultivate, educate, meet with and solicit donors over 55 years of age.

Kick Off Planned Giving in 2020
February 21, 2020 at 11:05 am

The most financially successful nonprofits aren’t funded exclusively through well-executed annual giving programs or foundation grants.

A Nonprofit's Guide to Suggested Giving Levels
August 14, 2019

Research proves that “suggested giving levels" motivate donors to give bigger donations online! Did you know that you can raise significantly more money when you suggest donation sizes based on previous donor activity? Learn how to do it for your next online appeal or peer-to-peer campaign!

Every Donor Is a Planned Giving Prospect
July 23, 2019 at 11:31 am

A seismic transfer of wealth is on the horizon. Research firm Cerulli Associates estimates that $68 trillion will transition to heirs and nonprofits over the next 25 years. This presents an incredible opportunity for nonprofits to partner with donors who want to leave a legacy through the missions, visions, values and programs.