So you've probably heard talk here or there about "wealth transfer," the prediction that over the next few decades, an estimated $40 trillion or so will change hands as baby boomers and their parents pass on their accumulated assets to their children. But what does it mean for your organization, and how can you prepare for it?
Charitable annuities are the gifts that keep giving.
We all know how important recognition is — it’s an opportunity to acknowledge, thank and celebrate donors for their trust in, and commitment to, your organization’s mission. But recognition of planned-giving donors often won’t happen through conventional donor-recognition channels. That is where a heritage society comes in.
Late last month, FundRaising Success launched its second e-strategy guide, Giving 2.0, a twice-monthly (for now) e-letter that offers insight, tips and advice on the most cutting-edge tactics that fundraisers are (or should be) using to meet their goals.