Sometimes the IRA Qualified Charitable distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).
If your idea of increasing productivity is petitioning the universe to add a few hours to the day, take heart. There are less cosmically improbable ways. Let’s glance at how technology can work in your favor and add hours back into your week.
In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes not only the trajectory of your long-term revenue goals, but your career as well.
There are many smart people walking around with brilliant ideas in their heads, but just a small few of them can manage to take action and make something happen.
You know that feeling of spinning your wheels? That feeling you get when you are burning through time and exhausting yourself yet having little to show for it in the end? Preparation is critical, but what gives you bragging rights at the end of the day is the action you take
For the really big gifts, ask for the residue. The $100,000 was appreciated. But the 8.2 million went elsewhere.
Do you wish to be better than average in your career and in your life? If you do, then you need to behave in a better than average fashion. It’s an obvious statement, but an endless number of people belie this sound reasoning.
Two informal surveys we conducted indicate that those who even dabble in planned giving do significantly better in their careers than those who do not.
Trying to save money by using eMarketing? Think again. According to the 2015 Response Rate Report by Direct Marketing Association (who also does eMarketing), direct mail outperforms all digital channels in a big way. The response rate for direct mail was 600% higher than that all of the digital channels combined. This number is too big to ignore.
People are the best time investment you can make. The most common goal of executives who hire me for time management coaching is to free up time to invest in their teams and to spend with their families. Intuitively, they know that time spent with people forms crucial bonds, enables personal development and reduces fire drills. Yet, daily urgencies frequently preempt time reserved for weekly 1:1’s, for “walking the halls” to stay visible and getting home in time for dinner.
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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