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The Countdown to Generational Wealth Transfer

Beneficiary Designations,  Women and Wealth

This is a unique time for nonprofit organizations. Generational wealth transfer is in full swing. Is your organization prepared to make changes to accommodate the sudden influx of millennial wealth? If you’re prepared, this could be a momentous time for your nonprofit.

November 7, 2021 / 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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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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Why Getting In The Will Today Matters

Why Getting In The Will Today Matters

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

Long-term study shows multiple benefits for charities to get in the estate plan sooner. We all know charitable estate giving is a big deal. In comparison, despite all of the media attention and conversation generated by corporate giving, annual estate giving has always been much larger. (In some years, charitable estate gifts are more than […]

April 15, 2016 / 0 Comments
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Is It Okay To Use A Bequest For Operating Expenses?

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

  Question My nonprofit organization currently uses all bequest proceeds for operating expenses. The family of recently deceased donor has questioned this and wants us to designate the funds for endowment. What should we do? Answer Remember that the only funds that serve as true endowment are those that are restricted by the donor. Since […]

April 8, 2016 / 0 Comments
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