Give and Take

Hello January with a cup of coffee on desk
Planned Giving Marketing
Caitlin Fillmore

How to Focus your Fundraising in January

After the fundraising marathon of November and December, thinking about another development strategy in January may seem like going overboard. However, a built-in requirement for every nonprofit in the United States provides an inspiring place to add extra stewardship at a key time of year.

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Prompting people to consider their mortality is not easy, but these conversations are deep and important. Everyone needs an estate plan.
Planned Giving Marketing
Viken Mikaelian

Planning for Mortality

I’ll never forget the first time my wife and I met with our lawyer to create our estate plans. When do you pull the plug if a partner is terminally ill? What happens if we both die in an accident at the same time? Who do we trust to be an executor? It was, in many ways, a grim task, and I could see why so many people put it off.

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Online Will Planners: Should Your Nonprofit Have One?
Planned Giving Marketing
Viken Mikaelian

Online Will Planners: Should Your Nonprofit Have One?

Online will makers are everywhere you look these days. From FreeWill, Rocket Lawyer, Trust & Will and GivingDocs to the comprehensive LegacyPlanner, it feels like everyone is offering their own version. And sometimes it seems like they all just appeared overnight, too. But the truth is, the industry has been around for decades — both US Legal Wills and LegalZoom had online versions more than 20 years ago.

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Year End
Planned Giving Marketing
Viken Mikaelian

2023: Year-End Deadlines for Charitable Giving

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.

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Planned Giving Marketing
Caitlin Fillmore

New Year, New NPO! Popular Nonprofit New Year’s Resolutions

It’s almost 2024! To celebrate the crest of another year, here are five of the most potent New Year’s resolutions for nonprofit professionals. Enjoy these quirky resolutions for the nonprofit professional in your life. From losing weight to falling in love.

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Father and son communicating
Planned Giving Marketing
Wayne Olson

Make Your Words Work for You

We can have the greatest product, mission, or idea in the world, but if no one hears it, what good is it? At the same time, we can whisper a good idea, and it can change the world.

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Policy Folders
Planned Giving Marketing
Caitlin Fillmore

Keep Your Gift Acceptance Policy Strong

The idea of your organization receiving a windfall may seem like only the stuff of dreams. But with stories of nonprofits experiencing unexpected major gifts happen all the time. When a donor chooses to give their wealth to your organization, will you be ready?

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Key Performance Indicators Bar Chart Illustration
Planned Giving Marketing
Caitlin Fillmore

Average Gift Amount: A Fundraising Key Performance Indicator

A few essential pieces of data help fuel a powerful development department. These metrics, often called Key Performance Indicators, or KPIs, help fundraisers gauge the health of their activities. Another essential KPI for fundraisers is the Average Gift Amount.

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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.

Reach out! We look forward to hearing from you.

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