Here's a quick summary of the CARES Act, and how it relates to your nonprofit organization.
Home » Give and Take
Here's a quick summary of the CARES Act, and how it relates to your nonprofit organization.
If you want your planned giving websites to do more than just take up space – if you want it to actually communicate with your prospects and motivate them to plan a gift – here are the features to look for, and the ones to avoid.
As we settle into another month of staying indoors, a lot of people and so-called experts are making a lot of speculations about what’s next — for public health, for the economy, for our society as a whole. Here's what we think the fundraising future holds...
Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree. ~ Martin Luther
These six planned giving facts may sound a bit harsh, but they're the truth — and they're crucial if you want to succeed in the field.
I called a longtime friend of mine and asked him out for coffee, and he said, in a very somber tone, “I’m so busy. I am so busy, I have so much going on.” This “busyness” is turning into an epidemic. Even children are now contracting this illness and developing anxiety in school. If you want to love your donors, give them the gift of attention.
When you invest in nonprofit training, you want it to be a valuable experience. Here are ten things to keep in mind as you search for the best resources.
If you want people to pay attention to your direct mail intended to raise money, let those who are “smart” in marketing have the final say, not attorneys or tenured professors. Invest in donor-centric planned giving marketing!
Have you stumbled upon my 404 page? How does it look? Is it funny? Is it serious? Is it blank? Learn more about my - and YOUR - 404 page in this article!
Does the economy have you down? Fear not! People still have money to spend. In fact, for nonprofits, it's ALWAYS a world of fundraising abundance!
Fact: Charitable Gift Annuity (CGA) rate tables or gift illustrations/examples really don’t work well. Non-profits want them in their CGA marketing pieces because they see them in everyone else’s stuff, but the reality is that they rarely bring in a gift. Or bring in the wrong type of gift. Instead, focus on donor stories in your CGA ads and other marketing!
"But we want the cash, now," we often hear. Well, we would have had the cash now if we had not deferred it in the first place. Get started now! Don't defer planned giving.

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.