Give & Take

Compass With Needle Pointing Word Vision

An endowment sends a motivating message to the world, as well as to your board, staff and donors. It says your organization is going to be here for the long run. It creates respect, trust, authority.

Life saver in ocean floating

2023 was another tough year in the nonprofit industry. Although all the numbers aren’t in yet, it’s on track to be on par with 2022 — perhaps worse. And what’s even more concerning is that this seems to be part of a larger downward trend.

Top 1 Percent

Do you want to join the top 1%? Are you a tire kicker or a Formula One driver? Be the exception!

People Community Progress

When raising funds, talking with coworkers or even with family, remember that we all want to belong. We all want to feel part of something. In everything you do look for ways to give your donors and staff community and you will succeed.

Thank you acknowledgement card

In any given year, donors may give you thousands quarterly via a mailed check or an online donation for $0.12 that you are not sure was on purpose. It begs the question – is a gift, a gift? Does everybody at your nonprofit feel the same about these two examples? Has your organization ever stopped to consider exactly which donors get what thank-yous at your nonprofit? Take time in the new year to outline the expectations and procedures for thanking at your nonprofit to establish an essential best practice.

A picture of a chalkboard with the words "New year's resolution: Get fit," to illustrate a plannedgiving.com post called "Add planned giving to your new year's resolutions."

According to Forbes Magazine, here are the top five New Year’s resolutions for 2024: Get fit, lose weight, and three more. This article will surprise you!

Viken Mikaelian Q&A

Giving Tomorrow editor Karen Martin grills our founder and CEO on the industry, the state of planned giving, and even his first job. She also gets a little personal.

A picture of a magnifying glass focused on a toy wooden building, to illustrate a plannedgiving.com post encouraging nonprofits to accept gifts of real estate.

Is Your Nonprofit Accepting One of the Most Powerful Gift Types? If you’re not accepting gifts of real estate, you’re missing out on a very large untapped donation market. Consider this: While most nonprofits focus on cash gifts, that cash comprises less than 10% of America’s wealth. Meanwhile, about 43% of the nation’s wealth is held in real estate … yet only 3% of that goes toward charity. That means if the Great Wealth Transfer hits its projected $60 trillion+ mark over the next 20 years, about $25 trillion of that will be wealth held in real estate. Trillion. With a “T.” That’s a literal fortune in untapped potential. A Powerful Philanthropic Tool We always say that planned giving is philanthropy for the rest of us. That’s because it allows almost anyone to make a significant gift without affecting their day-to-day cash flow. Gifts of real estate are a perfect example

An image of an adult's hands passing a key to a child's hands, symbolizing the passing down of assets for future generations, to illustrate a blog on the importance of having an estate plan.

How do you want to be remembered? Someone who left chaos or left a legacy? 

Hello January with a cup of coffee on desk

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.

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

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.

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.

Legacy Planner Logo

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.

Please reach out. Note: if you give us your mailing address (or PO Box), we’ll send you a complimentary Planned Giving Gift Comparison Chart. 

Please select:
How did you hear about us?