Give and Take

Future of Planned Giving
Giving
Viken Mikaelian

Future of Planned Giving

  Wondering What’s Ahead? Stop speculating and find out what the movement to merge planned giving with major gifts and principal gifts really means. Download

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Advisors and Philanthropy
Planned Giving for Financial Advisors
Viken Mikaelian

Advisors and Philanthropy

The face of philanthropy is changing: Researchers found that many donors want to talk with an advisor before they’ll even approach a nonprofit to discuss their intentions.

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Don’t Look at the Wall
Planned Giving Marketing
Viken Mikaelian

Don’t Look at the Wall

Two great quotes from Mario Andretti: “If everything seems under control you are not going fast enough.” and “Don’t look at the wall.”

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I Want to Meet a Rich Guy
Bequests
Karen Martin

I Want to Meet a Rich Guy

What does wanting to meet (and marry) a rich guy have to do with planned giving? More than you think, and it all boils down to the meaning of the word “rich.” This puts “I want to meet a rich donor” in a whole new light.

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Your “Sophisticated” Donor
Charitable Gift Annuity
Viken Mikaelian

Your “Sophisticated” Donor

“Dad, you are sitting on Apple stock. Why don’t you donate some, avoid capital gains tax, get a deduction, and receive guaranteed income for life—some of it tax-free?” “Is that legal?” he asked.

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Is a Planned Giving Website Worth the Money?
Giving
Rebecca Price Janney

Is a Planned Giving Website Worth the Money?

The other day a colleague from another nonprofit, a fairly small one, told me he was leaning away from spending money on a new planned giving website. This is not the first development person I’ve heard struggle with this decision.

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How to Bore Your Constituency
Effective fundraising
Viken Mikaelian

How to Bore Your Constituency

Creating marketing content yourself is an excuse of not doing your job. You can easily upset donors, board members and lose opportunities.

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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.

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