Planned Giving

5 Myths of Evergreen Philanthropy: Part 1
February 23, 2017 at 11:03 am

You see, philanthropists are people just like us. They have their own set of dreams and aspirations. They, too, have core values they seek to realize in their lives. And it’s on these that philanthropists have their focus...

Don’t Write Off ‘In Memoriam’ Donors as One-Time Donors
February 14, 2017 at 10:01 am

There is definitely the tendency in our sector to write off “in-memoriam” donors as one-time donors, yet I think we must understand the emotional connection and make an effort to grow that relationship—with tact and in the gentlest, most-loving way possible...

7 Strategies Every Nonprofit Should Master in 2017
January 18, 2017 at 9:24 am

Last year, I gave you five priorities for success in 2016. I called them “Dive the Five.” This year, I’ve expanded my thinking a bit. I give you “Seven is Heaven.” I promise if you focus on these fundamental areas, you will hear the angels begin to sing and your mission will take wing. Some of these areas will seem familiar, but the way you employ them may need to be tweaked in order for you to survive and thrive...

The Tech Industry Is Reshaping Philanthropy, One Big Bet at a Time
December 22, 2016 at 2:00 pm

The year 2012 marked the first #GivingTuesday, the Tuesday after Thanksgiving, where leaders across nonprofit and for-profit industries use social media to promote the end-of-year giving season. Since the holiday was created by the United Nations Foundation and the 92nd Street Y, philanthropy in the U.S. has evolved significantly. Philanthropists are giving larger charitable donations…

5 (Mostly) Low-Cost Ways to Be a Better Fundraiser in 2017
December 15, 2016 at 8:00 am

Now is the time to think about what you want to do in the new year that will leave you a better fundraiser one year from now. I’m not talking resolutions—those are too often forgotten before January comes to an end. Rather, jot down some things you want to make a priority in the next 12 months as part of your professional growth. Here are a few ideas to help you begin your list...

This Family Is Passing Down Their Charity to the Next Generation
December 6, 2016 at 11:13 am

When it comes to talking about estate planning—a topic that combines the ultra-awkward subjects of death and taxes—families with fortunes aren’t any more comfortable than the average American is. But when the older generation wants to leave a philanthropic legacy (and on average, the wealthy plan to give away 12 percent of their estate to…

The $6 Bequest: Why Planned Giving Isn't About Money
December 2, 2016 at 8:00 am

I recently opened paperwork from a donor who left our organization a grand total of $6. That gift touched me as much as a gift many times larger. Planned giving (all giving, really) is never about the amount of funds given—it's about helping the donor attain the ultimate joy in giving. No gift amount should be too large or too small...

Are You Forgetting Something as Year-End Approaches?
November 11, 2016 at 10:16 am

It’s that time of year once again. #GivingTuesday and Dec. 31 are fast approaching. All charities are looking for year-end donations. However, are you forgetting something important? If you want to maximize year-end giving, you must seek planned gifts. Remember, not all planned gifts are deferred gifts; many are current contributions. Here are some types…

Do You Know That 'Planned Giving' Is Bad for Fundraising?
August 2, 2016 at 9:48 am

That’s right. “Planned giving” is bad for nonprofit fundraising. For years, I’ve been writing and talking about the problems with the term “planned giving.” Now, new research underscores what I’ve been advising: You should stop using the term! Sometime ago, The Stelter Company conducted a survey that I cited in my book, "Donor-Centered Planned Gift…

This New Credit Card Lets You Give to Charitable Causes With Each Swipe
June 30, 2016 at 9:46 am

America's 200 million credit cardholders are better at accruing rewards than spending them. Last year, we failed to redeem about $16 billion worth of loyalty points, one survey showed. Apparently, what motivates us to get cards in the first place isn't the extras on offer. It's the simple convenience of having plastic when we need…