Estate Planning Archives

Bequests

Planned Giving and the Church

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.

Viken Mikaelian February 21, 2020 No Comments

Bequests

SECURE Act / Webinar

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.

Viken Mikaelian January 9, 2020 No Comments

Estate Planning

What’s the True Measure of Wealth?

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?”

Viken Mikaelian July 5, 2019 No Comments

Bequests

Raise Your Hand If You Like Leftovers

For the really big gifts, ask for the residue. The $100,000 was appreciated. But the 8.2 million went elsewhere.

Betsy Suppes October 16, 2016 No Comments

Legacy Giving in a Box

Includes

Category: Estate Planning

Planned Giving and the Church

SECURE Act / Webinar

What’s the True Measure of Wealth?

Raise Your Hand If You Like Leftovers