Planned Giving
I was at a conference and was asked the question: “What do you think about the trend to blend planned giving and major giving jobs?”
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.
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.”...
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...
Over the next 10 to 20 years, planned giving will become an increasingly important fundraising tool for nonprofits. Investing in planned giving or estate planning programs now can help ensure that a nonprofit will thrive far into the future...
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...
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...
Lemonade, a property and casualty insurance company that uses technology and transparency to create an insurance experience that is fast, affordable and hassle-free, donated $53,174 to 14 charities...
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...
Dialogue with your donors, clients or prospects begins with good data; we all know that one tenet of direct mail—garbage in and out. When we go to the mailbox, a treasure trove of information on fun, as well as vital information, awaits us. Some good, some bad and at most, lame or even useless...