Planned Giving

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.

The Plague of Technical Communication
June 24, 2019 at 11:58 am

Let me talk to you about technical communication. Have you ever been in the presence of someone who is blathering away, and you can barely understand what they are saying? It happens quite frequently in major gift communication. It’s called “talking over the person’s head.”...

#NPPTrendingNow Ep 63: Planned Gift Tools for Your Nonprofit
October 19, 2018 at 12:50 pm

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: new integrated cloud initiative from Blackbaud and Microsoft, fundraising exercises for your monthly donors and planned gift tools for nonprofits...

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...

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...