A donor can donate a house, get a deduction, live there for life, and receive an annuity from the donation for life. Hmm … does not sound right.
I am amused when a client hires us and then tells us what to do. My favorite inquiry is, “We’d like to send out a planned giving postcard and see if something will happen.”
Are you nurturing your donors? One way to do it is by asking them to tell their story. People like to talk about themselves. It’s natural.
Some people in our industry have made planned giving so moribund that they can put a cat on speed to sleep. Vendors included.
Are you relying on dumb ways to seek donations? A few years ago, a darkly humorous Australian public service ad to promote railway safety went
Too busy? Or are you placing Planned Giving on the back burner, again? So many fundraisers make excuses, claiming they’ve placed planned giving on the
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?
Annual giving tends to focus on immediate needs. Planned giving is more focused on long-term growth. Although we need both, focusing on long-term growth creates stability.
Personal preferences can’t interfere with gift acceptance. A while back I wrote an article called “A Gold Strike” about how nonprofits should include “the ask”
It’s true. Planned gifts really can get complicated. That’s why we have professionals like Meredith Sossman, JD; Camilyn Leone, Esq.; and Scott Janney on our