Understanding property transfer without a will and the intestate succession process.
Understanding property transfer without a will and the intestate succession process.
Learn how to designate a beneficiary for your 401(k) account to ensure your retirement savings are seamlessly passed on to your loved ones as per your wishes.
Learn how to make charitable donations in your will and create a lasting legacy that supports the causes you care about.
When I was a kid, I had to write prompt, heartfelt thank-you notes to anyone who sent me a gift—even when it was my aunt who just passed away, who always sent me the same thing: a pair of Argyle dress socks. As Mom used to say, “They took the time to think about you and send you a gift. You can take the time to say thank you.”
Learn how to contest a will with our comprehensive guide. Understand the legal grounds, steps involved, and potential challenges in contesting a will successfully.
Learn how to choose a guardian in your estate plan to ensure your children’s future is secure. This comprehensive guide covers all aspects of selecting the right guardian.
Discover the cost of creating a will and explore six options from free online tools to hiring estate attorneys. Learn how to choose the best method for your needs and budget.
If you’re making a charitable donation to your favorite nonprofit, make sure you’re eligible for an income tax deduction for the current year by meeting these important dates. Some other criteria apply, too.
Owners of luxury motor coaches and RVs, such as Marathon Coaches and other high-end brands, can have the best of both worlds: a vacation with all the comforts of home, and an opportunity to shape their philanthropic legacy that also provides a current charitable tax deduction.
Several times a year, I hear from clients who have questions about other vendors’ latest products. Usually, those questions go something like this: “Did you see the new Widget that Company B is offering? It practically guarantees donors will be knocking down our door. My boss wants us to buy it. Why don’t you offer it, too?” The Widget never turns out to be anything ground-breaking. It’s usually just a slightly new spin on an old tool. It’s a “new” calculator that lets donors estimate annuity payments and tax breaks. Or it’s an app that lets someone make monthly annual gifts from their smartphone. It might be a “new” eblast template, or even an online will maker. The truth is, there’s really nothing new that’s going to make your planned giving program an overnight success. There are no new products or services that are going to have donors breaking down …
Asking an influential member of your community for a large gift is often an intimidating task. While effective donor prospecting can eliminate some of the anxieties involved, tools like a major donor society also go a long way to secure a big ask. Major donor societies provide exclusive, insider access to your highest-dollar donors, generating significant revenue by developing intimate relationships with excellent stewardship.
The nonprofit world needs more Debs—people who say it like it is, who recognize planned giving is for average ordinary people, who aren’t afraid to say the hard things when they need to be said.
Did you know that people now have shorter attention spans than... goldfish? As wild as that sounds, there was a study by Microsoft suggesting just that. Whether it’s true or not, one thing is clear: human attention spans are short. This creates a big challenge for anyone trying to build an online presence for their giving programs.
A client told me recently that we should be publishing more about what’s NEW in planned giving. Seems reasonable, right? Everyone likes new stuff. We all want to know the trends, be on the cutting-edge, sound knowledgeable at professional events.
Storytelling is your nonprofit’s most powerful marketing tool. But everyone else is using it, too. If you want to stand out from the crowd, you need storyselling—a strategic form of storytelling designed to motivate your donors and prospects to action.
People who frequently say “no” value safety and predictability. Nothing wrong with that. But their growth will be slow, and their success will be limited. People who say “yes” value adventure and new experiences. Their growth will be faster and their success, over the long term, will be higher.
Forget what you've heard about planned giving. Just do the math. Baby Boomers, who are among the wealthiest and most charitable Americans, are dying at a rate of about 6,000 per day. And unless your nonprofit has a planned giving program, that means about $6 billion in estate dollars is being lost every day. Unless you’re planning to fail, it’s time to reprioritize that marketing budget. By the way, we also "explain" what's a billion. It's an eye-opener.
Learn how to write a simple will, including the cost and examples. Ensure your assets are distributed according to your wishes with a straightforward guide.
You’ve seen it before: a nonprofit posts about a successful event on its Facebook page (or LinkedIn, or Twitter, or Pinterest, or…) and racks up thousands of likes and shares. The team high-fives and takes a bow and … then what happens?
Asking an influential member of your community for a large gift is often an intimidating task. While effective donor prospecting can eliminate some of the anxieties involved, tools like a major donor society also go a long way to secure a big ask. Major donor societies provide exclusive, insider access to your highest-dollar donors, generating significant revenue by developing intimate relationships with excellent stewardship.
Learn about the distinct roles of a trustor and trustee in managing trusts. Understand their responsibilities, differences, and how they ensure the trust operates smoothly.
Learn how to create a will without legal assistance. This comprehensive guide provides step-by-step instructions to ensure your final wishes are documented and legally binding.
Estate gifts, also known as planned or legacy gifts, are a vital component of many nonprofits’ fundraising strategies. Soliciting bequests or estate gifts can significantly impact an organization’s financial sustainability and long-term success. However, soliciting estate gifts requires a delicate and thoughtful approach to ensure that donors feel respected, valued, and inspired. Here are some essential Dos and Don’ts to guide your nonprofit’s fundraising and planned giving efforts.
Let's face it: Estate planning isn't exactly a dinner table conversation starter. But trust me, it's one of those adulting tasks that's way more important than we often give it credit for. So, what's all the fuss about?
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Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
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