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.