Planned Giving

According to the 2015 Fundraising Effectiveness Report, last year, gains from new and recaptured lapsed donors were more than offset by losses in the number of lapsed new and lapsed repeat donors—for a net loss in donors of -1.4 percent. Yipes! Do you want to be the exception? Then you have to be of greater service to your donors. To do this, you’ve got to get inside your donors’ heads...

Our fundraising work allows programs to continue, results to happen and stories to be told because the organization’s mission is being accomplished. One way we may become people who are remembered for years to come is to make sure we are consistently reminding our donors how important leaving us a legacy in their will or trust is to our organizations (and to them). Set in motion bequest gifts with these four steps...

Some fundraisers feel that scouting for planned giving prospects is a lot like the world’s most difficult game of Where’s Waldo. You know he’s on the page, somewhere, but for the life of you, you cannot find him. The flipside of that situation is, of course, once you find him, you cannot stop seeing him.…

Planned giving provides donors with a valuable resource and your nonprofit with incredible funding. But in the U.S., 91 percent of wealth takes the form of non-cash assets. So if you don’t have a planned giving program you are fundraising from only 9 percent of donor’s assets...

One of the greatest thrills I have in my profession is to meet true community leaders and philanthropists. When I pulled up to the MacAllister Machinery Company recently and saw P. E. MacAllister at his desk, I knew I was in for something special. I had known about P. E. for many years. He has been very involved as a television journalist with shows on PBS and educational television for a number of years in my community...

To get a handle on what’s in store for 2015, NonProfit PRO rounded up some of the nonprofit industry’s finest, who were kind enough to share their nonprofit trends for 2015. Here are two trends on mobile and planned giving.

Major-gifts and planned-gifts officers constantly seek ways to engage with prospects and donors. Every technique is used on a daily basis to identify, rate and screen prospects.

No matter your take on them, donor-advised funds are a funding source fundraisers of all sizes and missions cannot afford to ignore.

With fewer lists coming onto the rental market, list universes shrinking so significantly and retention rates dropping, maintaining the status quo and hoping things improve is a death spiral. There are three things you must do now to be successful in the long run. There is nothing breakthrough here, and every charity claims it is doing these well, but my research indicates otherwise. 

The majority of decisions regarding bequests are happening at a younger age than historically believed (younger than 50 years old).