SECURE Act / Note to Clients and Friends
Don’t let legislation paralyze your planned giving marketing efforts.
Don’t let legislation paralyze your planned giving marketing efforts.
Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.
What fundraiser has not faced a boss who doesn’t understand how planned gifts work, doesn’t want to learn, and thinks that planned gifts are an “easy out” for donors who should have made an outright gift?
Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.
I’ll be blunt: You can get lucky with lust, but you get married and stay married with trust. You’re probably thinking, “What does that have to do with marketing or fundraising?” Well … read on …
Do for profits copy nonprofits? Often. Does the nonprofit sector copy the for-profit sector? Not often enough. Read on how being challenged can help our sector.
Extreme achievers (musicians, actors, artists, entrepreneurs, athletes …) have a dark side we don’t often hear about, and sometimes don’t want to hear about. John Lennon was one of them.
We are studying the SECURE Act and its effects on Philanthropy. We will release our take and advise effective ways you can shift your marketing focus to raise more and larger gifts.
Six fundraising experts discuss the future of planned giving and the movement to merge planned giving with major gifts and principal gifts.
Unlike the traditional planned giving newsletter that is challenging to implement, the Newslet addresses your need to deliver your message in an affordable and expeditious manner.
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!
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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