Give and Take

4 Misconceptions About Gift Planning
Sustainability
Viken Mikaelian

4 Misconceptions About Gift Planning

Don’t let gift planning misconceptions get in your way.  They’re just an opportunity for a conversation about what gift planning can really do for your nonprofit. Here are the most common misconceptions about charitable gift planning, and how you can handle them quickly and effectively with your donors.

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Beneficiary Designations
Viken Mikaelian

The Countdown to Generational Wealth Transfer

This is a unique time for nonprofit organizations. Generational wealth transfer is in full swing. Is your organization prepared to make changes to accommodate the sudden influx of millennial wealth? If you’re prepared, this could be a momentous time for your nonprofit.

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The Importance of Endowments to Nonprofit Longevity
Sustainability
Viken Mikaelian

The Importance of Endowments to Nonprofit Longevity

As nonprofits grow and improve their fundraising capacity, they may enter into the stage of considering endowments. While investments may seem intimidating for new organizations, experienced nonprofits know that their longevity depends on them. How strong is your nonprofit’s endowment fundraising system?

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The Roadmap to Marketing A Nonprofit’s Mission
Sustainability
Viken Mikaelian

The Nonprofit Marketing Roadmap

Now more than ever, effective marketing is critical for a nonprofit to survive and grow its mission. Learn the fundamentals of nonprofit marketing, including branding, market research, finding your target audience, developing criteria to measure a campaign’s success, and earning your donors’ trust.

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Financial-Advisor-Clients-Donors
Uncategorized
Viken Mikaelian

Estate Plans: What Are Advisors Telling Your Donors?

Now that the SECURE Act is law, donors are (or should be!) reviewing their estate plans, retirement strategies and philanthropic strategies to see if they should make changes. But what advice are they getting from their financial advisors — and how could it affect your charity? Here’s how to be prepared for the new reality.

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Contemporary Women and Wealth
Bequests
Viken Mikaelian

Contemporary Women and Wealth

Which would you choose: buying yourself a pair of Jimmy Choos, or the opportunity to help someone else buy much-needed shoes? In this article, we discuss women and wealth… and in particular, how your non-profit can raise more money from the women, who statistically outlive men and thus control the wealth of most families during prime planned giving years.

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Love, Family and Estate Planning
Bequests
Viken Mikaelian

Love, Family and Estate Planning

My father hated estate planning. The words conjured up technical mumbo-jumbo he preferred not to think about. This was a big mistake, as he left his family with an estate plan. Here’s why estate planning is so important for you, your family, and the causes you care about.

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Get In Touch With Your Tone
Relationships
Viken Mikaelian

Beauty is in Ear of the Beholder

The tone of your voice matters. That’s true in business, in life, and in fundraising. Have you given much though to how you sound to other people, and how they perceive the tone of your voice? If not, now is the time to start.

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Gifts of Real Estate
Real Estate Donations
Viken Mikaelian

Just Say Yes (to Gifts of Real Estate)!

Did you hear about the $20 million dollar gift that went elsewhere? All it took was one misguided sentence: “We don’t accept those things, ma’am.” Don’t let fear of complicated gifts prevent your non-profit from thriving. It’s time to put a plan in place to accept gifts of real estate, and so much more!

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Smart-Dog
Community Foundations
Valerie Ingram

A Small Nonprofit’s Best Friend

Most smaller charities and almost all Americans do not understand the importance of a Community Foundation and how it serves the public. Here’s why community foundations are so important, and how they can help your non-profit thrive.

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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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