Give and Take

Interruptions
Career
Viken Mikaelian

Workus Interruptus

Endless texts, tweets, emails, calls, chats, IMs, Facebook updates… What do all these things have in common?

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Planned Giving Marketing
Viken Mikaelian

The Human Moment

Today, fundraisers are faced with a battery of e-marketing tools. They are tempted to put their hands on everything they can get. “I can contact 2000 prospects with the push of a send key. And it’s cheap!” Well, Not Quite that Cheap!

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Cole Eason picture
Planned Giving for Financial Advisors
Patrick O'Donnell

Getting Advisors on Board

Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.

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Storytelling Conversation three people
Relationships
Patrick O'Donnell

15 Conversation Starters With Your Donors

Even the most socially adept among us need a little help to get the conversation started. That’s why we’ve developed these 15 conversation starters along with the “why” behind each one. Use them the next time you meet with a donor or prospect. They’ll help break the ice, establish trust, and get you started on the path to building a meaningful, mutually beneficial relationship. 

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Sustainability
Viken Mikaelian

Planned Giving is “Hot” These Days

As more uncertainty rattles the markets and the economic downturn deepens, donations will dry up. Even your most consistent donors will reevaluate their charitable giving as the threat of a recession looms. And the Wall Street roller-coaster will affect stocks as well as cash.

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Sustainability
Viken Mikaelian

Only the Rich and Famous Have Wills

Why do only rich people have wills? Because they have the luxury to afford it. NOT. I think you’ll be surprised at the number of rich and famous people who did not have a will—or didn’t have an updated will—when they left this earth. Each eventually left behind a fortune, but millions (and millions!) of dollars was wasted on lawyers, avoidable taxes, and lawsuits.

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Sustainability
Patrick O'Donnell

Why Your Church Desperately Needs a Planned Giving Program

I remember sitting in church with my parents one hot, summer Sunday morning a long time ago. I stared at the shifting patterns the sunlight made as it shone through the stained-glass windows. I shoved a hymnal around in circles on the pew next to me, desperately pretending it was the car taking me home to watch cartoons and eat pancakes for breakfast.

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Sustainability
Viken Mikaelian

Planned Giving is “Hot” these Days

As more uncertainty rattles the markets and the economic downturn deepens, donations will dry up. Even your most consistent donors will reevaluate their charitable giving as the threat of a recession looms. And the Wall Street roller-coaster will affect stocks as well as cash.

Read More »
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Making Estate Planning Accessible, Simple, Personal, Secure and FREE!

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 soon.

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