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Planned Giving Marketing

  • IRA Rollover / 2014

    To All Of Our Valued Clients:

    On December 16th, the Senate passed legislation that extends the IRA Charitable Rollover for 2014. President Obama is expected to sign the bill. The extension goes until December 31, 2014, which leaves little time for you or your donors to act. Continue reading

  • IRA Rollover: Sample Email to Send to Prospects

    Since you do not have much time, plus the fact that you are competing with the holidays, here are two things you can do immediately regarding the IRA Rollover:

    • Send an email to your best prospects.
    • Pick up the phone and call those who have given such a gift in the past.

    Continue reading

  • Get Off the IRA Rollover Roller Coaster

    The IRA Charitable Rollover has been passed by the senate effective to December 31, 2014. Here's a sample letter or email you can send to your prospects. And here's a sample letter of instruction (MS Word, download) for your convenience.

    It has yet to be signed by the president. Once it becomes law, just like last year, anyone above age 70 and a half may transfer up to $100,000 from their IRA, tax-free, to any qualified non-profit. Continue reading

  • We Get Complaints

    Four people complained about a recent webinar topic, and I couldn’t be happier.

    Why would I be happy about complaints, you ask? Here’s why:

    A fundraising consultant named Tom Ahern has said: “If you send out 10,000 newsletters and do not receive 100 complaints, that means you are not getting heard.” Continue reading

  • The 2014 IRA Rollover

    It will be passed in 4 hours, 37 minutes, and 21 seconds.

    As stupid as this sounds, this is what most pundits are sounding like in the planned giving world we live in.

    Instead of ruminating ourselves, we’ve decided all of us can take a better course of action. Excuse the pun, but it’s called “take action” and contact your senator as we've outlined below.

    Continue reading

  • Charities must actively pursue bequests

    Could the Feds be any clearer, folks?

    "If your nonprofit does not aggressively promote charitable bequests, then your nonprofit is by definition an irresponsible loser."
    High-ranking agency official: "I can't believe people are still on the sidelines about this. It's like being on the sidelines about cigarette smoking." Continue reading

  • Bequests Are Dead

    Well, not quite, But PODs and TODs are gaining new life.

    By Camilyn k. Leone, JD
    Fewer Americans are drafting a will—and that makes getting a bequest tougher. Even for those who have a will, adding a charitable bequest may require an attorney. This can add time, hassle and procrastination where you don't want it.
    Continue reading

  • The 10 Year Solution

    With planned giving marketing, you're on the donor's timeline.

    By Christopher Jones, CFP, CHfC, CLU
    If I told you there was a permanent solution to your organization's financial challenges and that this solution would take 10 years to implement, would you want to know more? What if a previous leader in your organization had chosen to start on the path 15 years ago or better yet, 25 years ago? How would you feel about the 10 year solution then? Continue reading

  • Ask Brian


    Got a question itching for an answer? Ask Brian M. Sagrestano, JD, CFRE, at PlannedGiving.com/brian

    Bashful? You can ask to remain anonymous.

    Check online at PlannedGiving.com/answers for replies that don't fit here and a lot more.


    Continue reading
  • Overheard in Israel...

    A visitor to Israel attended a concert at the Moscovitz Auditorium. He was quite im­pressed with the architecture and acoustics. He inquired of the tour guide, “Is this magnifi­cent auditorium named after Chaim Moscovitz, the famous Talmudic scholar?” Continue reading

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