Planned Giving

Planned-Giving Donors Need Love Too
March 1, 2008

We all know how important recognition is — it’s an opportunity to acknowledge, thank and celebrate donors for their trust in, and commitment to, your organization’s mission. But recognition of planned-giving donors often won’t happen through conventional donor-recognition channels. That is where a heritage society comes in.

Doing Good and Doing Well
October 1, 2007

From time to time, the worlds of charitable and private enterprise join forces to create financial strategies that result in success for all parties. You can find one such example in the formation of Charitable Remainder Trusts (CRTs). Besides the charitable benefit to the nonprofit organization and the financial benefit to the donor and the donor’s family, the impact of a CRT is greatly enhanced by the use of an Irrevocable Life Insurance Trust (ILIT). ILITs are funded by life insurance policies, which offsets the loss of the CRT’s corpus asset upon the death of the donor.

Planned Giving: Too Much Information?
June 1, 2007

No area of fundraising intertwines development staff and donors in more personal relationships than planned giving.

In many cases, all a prospective donor asks is that a development executive supply generic information about how a particular gift plan might function, what the payment rates or tax deduction might be, or whether an organization can serve as a trustee.

Helping Your High-dollar Donors to Stand Out
September 1, 2006

The wonders of online marketing give nonprofits the ability to reach out to millions of potential donors. But organizations seeking major and planned gifts often struggle with prioritizing the large amounts of data that result. It’s no great surprise that, after a while, all that data starts to run together and all those donors start to look alike.

Thou Shalt Not …
June 1, 2006

The Seven Commandments of Planned Giving highlight areas to avoid as we interact with donors and ask for planned gifts. By reviewing each commandment, you can develop a road map to assist you as you navigate through the perils of planned giving.

Helping Donors to Look Ahead
October 1, 2005

Having worked with three nonprofits over the past 17 years has taught me the importance of identifying and nurturing one of the most significant resources of any organization — its older donors. Cultivating these donors enriches their lives and allows them to have a positive impact on their favorite charities beyond their cash-generating years.

Driving Home the Point
June 1, 2005

Sitting squarely in the upper echelon of effective and highly respected nonprofit organizations, the Texas-based Mothers Against Drunk Driving celebrates its 25th anniversary this year. For the past decade, the nationally acclaimed drunken-driving education organization has held steady as a $47 million charity fueled in large part by direct-mail fundraising.

An impressive number, by anyone’s standards. But MADD’s top dogs read “steady” to mean “static” and decided a few years ago that the organization needed a major kick in the fundraising pants. Enter Bobby Heard, who took over as national director of programs and development in 2002.

What Women Want: Estate Planning
April 1, 2005

Women need peace of mind, comprehensive thinking and minimal stress in the process of estate planning, write Lynne Marie Kohm, J.D., professor of family law at Regent University’s School of Law in Virginia Beach, Va., and Mark L. James, J.D., in their new book, “Estate Planning Success for Women: How to Plan Your Estate With Foresight, Clarity and Thoughtfulness for the Benefit of Those You Love.”

Fund for Animals Plans for Risk and Wins
January 1, 2005

In 1989, I was fortunate enough to attend a very intense management-training program that, in hindsight, virtually changed my way of thinking about business and management. The four-day program was called “Skunk Camp,” and it was operated by the Tom Peters Group.

(Peters co-authored the books “In Search of Excellence” and “Passion for Excellence.”)