Give and Take

Relevance and Influence
Marketing Planned Giving
Tim Siebert

Ways for Your Nonprofit to Remain Relevant

In this fast-paced ever-changing world, the nonprofit landscape can ebb and flow on a year-to-year basis. So how does your nonprofit remain relevant while navigating the internal and external opportunities and pressures that impact the organization?

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The Fine Print
Planned Giving Marketing
Dana Holt

New QCD Rules: The Fine Print…

Some people will be able to postpone taking Required Minimum Distributions (RMDs) to a later date. Once we reach a certain age, we must begin taking distributions from our retirement accounts, such as IRAs, 401(k)s, and 403(b)s. The amount of these distributions is determined by a specific calculation that takes into account our age and the total balance of the account. Generally, the older we get, the larger these distributions get so that the account is as close to $0.00 as possible when we die.

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Planning your will online
Estate Planning
Viken Mikaelian

Online Will Planning: the Good, the Bad, and the Ugly

Over the past few years there has been a proliferation of online will planners, spurred on in large part by the number of people who adopted a no-contact, do-it-yourself approach to everything they could during the pandemic. Some are embracing the wave, some are despising it. Join our webinar to find out more.

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Boost your fundraising strategy
Planned Giving Marketing
Patrick O'Donnell

10 Ways to Boost Your Nonprofit Fundraising Strategy

There are thousands of fundraising tactics out there—hundreds of ways to find donor, to communicate with them, and to ask them for money. There are some things that every nonprofit can be doing to raise more money and boost their development program. Here are ten ways to boost your nonprofit fundraising strategy.

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writing a thank you letter
Major Gifts
Joe Garecht

How to Write an Amazing Major Donor Thank You Letter

Great donor stewardship is essential for your non-profit. The stewardship process starts with the thank you letter. If your supporters don’t feel properly thanked, it is highly unlikely that they will continue to give. In this article, we’re going to show you how to write an amazing major donor thank you letter for your non-profit organization.

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cat got your tongue
Effective fundraising
Viken Mikaelian

Cat Got Your Tongue? Learn How to Start the Planned Giving Conversation

Even seasoned fundraisers sometimes have trouble initiating a conversation. However when you possess the ability to have an effective, engaging conversation, your prospects suddenly turn into donors; your donors turn into repeat donors; planned gifts increase, along with major and annual gifts; and your reputation grows (along with your career).

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365 Opportunities Year End Giving
Year-End Giving
Viken Mikaelian

Are You Ready for Year-End Giving?

The year-end giving season is coming fast, and there’s a lot to get done if you’re a fundraiser. After all, at least half of all nonprofits receive the majority of their annual donations during the holiday season. And according to studies by Network for Good, 12% of all giving happens in the last three days of the year! Use these tips to learn how to build a great year-end fundraising strategy for your non-profit.

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multi channel marketing
Planned Giving Marketing
Viken Mikaelian

Online Will Planning Does Not Replace Planned Giving Websites

Online will planning is the latest tool in fundraisers’ arsenal—and it’s taking over the internet by storm as more nonprofits realize its potential. But online will planning tools can not replace your planned giving website. Instead, focus on using both tools as part of an integrated planned gift strategy for your non-profit.

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Tax Planning
Planned Giving Marketing
Jonathan Gudema

Tax Planning and Charitable Giving: What to Consider for Year-End and Beyond

Year-end gifts usually make up the bulk of most nonprofits’ yearly cash donations (about 31% in December; 12% in the last three days of the year). Which is why it literally pays to keep your donors up-to-date on tax-law changes. Now, more than ever, helping your donors stay up to date with their tax planning can have huge year-end fundraising benefits for your non-profit.

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Estate Planning
Patrick O'Donnell

If You Don’t Write Your Will …

Don’t write your will and when you die, you’ll be declared “intestate” … a fancy word that essentially means, “they didn’t think a will was important, so now the government gets to decide what to do with all their stuff.” Read this article to learn why you should write your will today!

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