We’re looking to compile the largest-ever collection of bequest-related stories — and give you and your nonprofit some publicity at the same time. We will be publishing the stories on PlannedGiving.com, MajorGifts.com and on Bequests.com (which we just acquired). Our goal is to teach and inspire. Some of these stories may even be used as examples by presenters nationwide (with […]
Online Will Makers: Eliminating the Stigma
I’ve always felt that encouraging donors to create a will is in the best interests of any nonprofit. After all, they can’t leave you a planned gift without one.
Monthly Donors Should Be On Your Planned Giving Prospect List
Many nonprofits have found a welcome source of revenue through monthly donors in the years since the pandemic. These repeat donors are your best planned giving prospects. Why? You are always on their minds.
Initiating the Legacy Conversation
My Dad never wanted to talk about creating a will. “Don’t worry,” he’d say, “It’s not like I’m going to die tomorrow.” Then he’d change the subject—usually to the tomatoes he was growing—because he found talking about planning his estate too uncomfortable. Guess what? My Dad died without ever making that estate plan.
Encourage Donors to Ensure Their Beneficiary Designation Forms are Up to Date
If you’ve named a charity as the beneficiary of an asset such as an insurance policy or retirement account, you know that the beneficiary designation forms typically request that charity’s name, address and tax identification number (TIN). And if there’s a mistake?
Online Will Planning: the Good, the Bad, and the Ugly
Over the past few years there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, do-it-yourself approach to everything they could during the pandemic. Some are embracing the wave, some are despising it. Join our webinar to find out more.
Cat Got Your Tongue? Learn How to Start the Planned Giving Conversation
Even seasoned fundraisers sometimes have trouble initiating a conversation. However when you possess the ability to have an effective, engaging conversation, your prospects suddenly turn into donors; your donors turn into repeat donors; planned gifts increase, along with major and annual gifts; and your reputation grows (along with your career).
Are You Ready for Year-End Giving?
The year-end giving season is coming fast, and there’s a lot to get done if you’re a fundraiser. After all, at least half of all nonprofits receive the majority of their annual donations during the holiday season. And according to studies by Network for Good, 12% of all giving happens in the last three days of the year! Use these tips to learn how to build a great year-end fundraising strategy for your non-profit.
Online Will Planning Does Not Replace Planned Giving Websites
Online will planning is the latest tool in fundraisers’ arsenal—and it’s taking over the internet by storm as more nonprofits realize its potential. But online will planning tools can not replace your planned giving website. Instead, focus on using both tools as part of an integrated planned gift strategy for your non-profit.
The Importance of Estate Planning
Do you have an estate plan? Many people think estate planning is unnecessarily complicated – but it doesn’t need to be. A qualified estate attorney or easily accessible online tools can help you create a will that will make things easier on your heirs and ensure that your wishes are known to those who follow you.