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Planned Giving and the Church

Planned Giving and the Church

Bequests,  Estate Planning,  Faith Based Giving,  Planned Giving Marketing,  Sustainability

The congregation sighs and settles in for what the pastor knows is actually their least favorite Sunday. “Please take a look at the insert in your bulletin,” he continues. “You’ll see that we didn’t meet our budget again this year.” His audience knows where this is going: The church is struggling to accomplish its mission, but the congregation is not pulling its weight in terms of monetary contributions.

February 21, 2020 / 0 Comments
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SECURE Act / Note to Clients and Friends

SECURE Act / Note to Clients and Friends

Beneficiary Designations,  Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover,  Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing

Don’t let legislation paralyze your planned giving marketing efforts.

January 13, 2020 / 0 Comments
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SECURE Act / Webinar

SECURE Act / Webinar

Bequests,  Charitable IRA Rollover,  Estate Planning,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  SECURE ACT

Your donors will be asking about SECURE, so you’d better know the facts and be ready with the answers — all of the answers. You need to position yourself as an expert resource.

January 9, 2020 / 0 Comments
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Start your week with a laugh:

CRATs, nOObs, and Other Acronyms

Bequests,  Marketing Planned Giving,  Planned Giving Marketing,  Relationships

Like cell phones, social media and text messages, acronyms have taken over our lives. But we had planned giving acronyms long before the birth of texts. What else does a CRAT stand for? Read and find out.

November 18, 2019 / 0 Comments
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What’s the True Measure of Wealth?

What’s the True Measure of Wealth?

Bequests,  Estate Planning,  Marketing Planned Giving,  Planned Giving Marketing,  Sustainability

Fundraising professionals focus on income as a measure of giving ability. The worried fundraiser thinks this way. “The prospective donor won’t give, because she won’t save money by being charitable. I won’t raise enough money to make my annual goals. My charity won’t accomplish its mission, and I’ll lose my job. What am I going to do?”

July 5, 2019 / 0 Comments
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Who Made the First Planned Gift?

Who Made the First Planned Gift?

Beneficiary Designations,  Bequests,  Marketing Planned Giving,  Planned Giving Marketing

Most “experts” place the practice as having been birthed in the 1970s — or maybe as far back as the ’40s. So it’s safe to say the first planned gift must have been made sometime in those decades. Right?

April 6, 2019 / 0 Comments
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Start With Their Dreams

Start With Their Dreams

Bequests,  Charitable Gift Annuity,  Charitable IRA Rollover

Do you know how to tap into a donor’s motivation to give? Have you nailed “the Passion Question?”

October 31, 2018 / 0 Comments
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10 Planned Giving Excuses Debunked

10 Planned Giving Excuses Debunked

Bequests,  Major Gifts,  Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing

What’s the big deal about planned giving anyway? When it comes to things we don’t understand, or may be intimidated by, there’s always a reason to avoid taking a closer …

June 2, 2018 / 0 Comments
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Are You Sending Out Death Brochures?

Are You Sending Out Death Brochures?

Bequests,  Marketing Planned Giving,  Planned Giving Marketing,  Relationships

That canned “planned giving newsletter” you’re paying for is viewed by your recipients as a “death brochure” and is going right into the trash. Spend your money wisely. (By Tom Ahern)

April 27, 2018 / 0 Comments
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I Want to Meet a Rich Guy

I Want to Meet a Rich Guy

Bequests,  Planned Giving Marketing

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.

September 28, 2017 / 0 Comments
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