Simple Planned Gifts to Market This Year
Did you know that more than 90% of planned gifts are beneficiary designations? And by simply promoting beneficiary designations to your prospects, your organization
Did you know that more than 90% of planned gifts are beneficiary designations? And by simply promoting beneficiary designations to your prospects, your organization
Here are ten tips that I’ve developed by studying — and emulating — the habits of people who live the good life.
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
Will the new tax law doom your nonprofit? Or will it stimulate the economy and be a fundraising boon?
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.
Two great quotes from Mario Andretti: “If everything seems under control you are not going fast enough.” and “Don’t look at the wall.”
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.
“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.
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.
Creating marketing content yourself is an excuse of not doing your job. You can easily upset donors, board members and lose opportunities.
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.
1288 Valley Forge Road
Unit 82
Valley Forge, PA 19460
Copyright 2024 © PlannedGiving.Com
Reach out! We look forward to hearing from you.
We value your privacy and keep your
information private. We do not spam.