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Tag: Planned-giving

Balance-Sheet Philanthropy: The Real Wealth Behind Planned Giving

April 24, 2025 Paul D'Alessandro

There’s enormous untapped philanthropic potential sitting in the form non-liquid assets. Let’s dive into how your nonprofit can access them.

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3 Ways to Create Real Financial Sustainability

April 4, 2025 Wayne Elsey

Sustainable nonprofits not only survive but thrive by constructing various dependable income sources. Here are three that work well.

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Create a Multigenerational Donor Base to Capitalize on the Historic Wealth Transfer

October 15, 2024 Gabriella McKanna

The largest wealth transfer in history is happening now. Here’s some guidance for nonprofits as they look to tap into new donor demographics.

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4 Steps to Fund an Endowment With Legacy Giving

January 25, 2024 Claire Axelrad

Is one of your New Year’s resolutions boosting legacy giving? Here are four steps to help you build an endowment with legacy giving.

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The Future of Planned Giving Is Now

September 28, 2023 Duke Haddad, Ed.D.

Planned giving is a key piece of big picture fundraising strategies. Here is some guidance on planned giving as baby boomers begin to transfer their wealth over the next two decades.

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The Power of Listening: Diversifying Revenue Streams for Nonprofits

June 7, 2023 Jon Biedermann

In today’s rapidly changing philanthropic landscape, nonprofit organizations face increasing challenges in securing sustainable funding for their missions. While traditional fundraising methods remain important, nonprofits must adapt to new strategies to stay ahead. 

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How to Emphasize Blended Gifts in Your Fundraising

May 10, 2023 Duke Haddad, Ed.D.

Historically, major gift officers solely sought donors with the capacity to make major gifts, and planned gift officers focused on prospects with the result being a planned gift. But now, blended gifts are the future of gift planning. 

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Planned Giving: An Important Element of Your Fundraising Program

June 24, 2022 Duke Haddad, Ed.D.

One question that I am asked all of the time is, “How do you develop a planned giving program?” To achieve success with this type of program, you must understand how planned giving works, as planned gifts help secure the future of an organization.

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When Nonprofits Put Policy Over People

May 9, 2022 Jeff Schreifels

Your people are your most important resource. Since they are doing such amazing work, don’t allow policies that punish them, but look to reward, encourage, and celebrate them instead.

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What Happens When Planned Giving Results in Lawsuits?

April 19, 2022 Tim Sarrantonio

When a nonprofit implements a planned giving program, there may be unexpected implications when receiving a gift. With planned giving rising in importance, ethically executing responsibilities is a critical question that any sized nonprofit should prioritize addressing.

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