Planned Giving Blog
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A blog about planned giving's role in charity and endowment fundraising. Information and expert opinions for the professional fundraising community. We are not a calculator, software, or tax advisory firm. While we can provide some of these planned giving elements, they are back-office tactical tools for structuring gifts. We focus on front-office solutions: marketing and awareness.
Planned Giving Blog
1y ago
Why do only rich people have wills? Because they have the luxury to afford it. NOT. I think you’ll be surprised at the number of rich and famous people who did not have a will—or didn’t have an updated will—when they left this earth. Each eventually left behind a fortune, but millions (and millions!) of dollars was wasted on lawyers, avoidable taxes, and lawsuits ..read more
Planned Giving Blog
2y ago
I remember sitting in church with my parents one hot, summer Sunday morning a long time ago. I stared at the shifting patterns the sunlight made as it shone through the stained-glass windows. I shoved a hymnal around in circles on the pew next to me, desperately pretending it was the car taking me home to watch cartoons and eat pancakes for breakfast ..read more
Planned Giving Blog
2y ago
As more uncertainty rattles the markets and the economic downturn deepens, donations will dry up. Even your most consistent donors will reevaluate their charitable giving as the threat of a recession looms. And the Wall Street roller-coaster will affect stocks as well as cash ..read more
Planned Giving Blog
2y ago
As more uncertainty rattles the markets and the economic downturn deepens, donations will dry up. Even your most consistent donors will reevaluate their charitable giving as the threat of a recession looms. And the Wall Street roller-coaster will affect stocks as well as cash ..read more
Planned Giving Blog
2y ago
If you haven’t had your donor database screened, or your screening vendor doesn’t provide a total RFM figure, you can, with a little work, do it yourself. ..read more
Planned Giving Blog
2y ago
Your donor gave you an in-kind gift that you thought had nominal value, but when it was appraised, it was worth a lot more? This kind of pleasant surprise is not uncommon for charities that accept in-kind gifts of oil and gas interests ..read more
Planned Giving Blog
2y ago
How do you thank your donors? We give them gifts. Every year. These can range from the mundane (a printed calendar) to the ridiculous (a bobble-head doll), to the more expensive-and-mundane (an engraved glass mug or paperweight ..read more
Planned Giving Blog
2y ago
Donor stories are among the most effective ways to reach and engage with your audience. That’s why it’s important to have a system in place to pursue, record and share donor stories ..read more
Planned Giving Blog
2y ago
Personally, I don’t want another paperweight, it just makes my trashcan heavier. But if someone brought me the best baklava money can buy, that would go in my belly quickly — and be greatly appreciated ..read more
Planned Giving Blog
2y ago
Many fundraisers and advisors hold a deeply rooted belief that donors should always use an attorney to draft their wills ..read more