Give and Take

365 Opportunities Year End Giving
Year-End Giving
Viken Mikaelian

Are You Ready for Year-End Giving?

The end of the year 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!

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Estate Planning
Patrick O'Donnell

If You Don’t Write Your Will …

Don’t write your will and when you die, you’ll be declared “intestate” … a fancy word that essentially means, “they didn’t think a will was important, so now the government gets to decide what to do with all their stuff.”

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Stop Wasting Billions Every Year
Planned Giving Marketing
David Simon

Stop Wasting Billions Every Year

When charities refuse to accept donations of life insurance, they miss out on a multi-trillion-dollar asset class and a valuable alternative to cash gifts.

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Workus Interruptus
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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The Human Moment
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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How to get Advisors on Board
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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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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