Transparency and building trust rank near the top for values fundraisers must cultivate. With competition for donor dollars increasing year after year, adopting a clear and validated set of professional values will boost donor peace of mind. The Donor Bill of Rights delivers a widely-accepted list of basic expectations between donors and their chosen nonprofits. Consider adopting these guidelines to lend legitimacy to your organization. This document will also help you observe the building blocks for a well-functioning development department.
[An Interview With Viken Mikaelian.] After seeing vendors like Freewill, Nonprofit Docs, LegalZoom and other vendors popularize an online will planning module, it just made sense for us to develop our own. After all, we’re in the planned giving marketing business, and this is just one more way we can help our clients succeed.
It has taken nearly twenty years of persistent lobbying by a handful of key players in the nonprofit sector, and in the end they had to accept some steep compromises, but as of January 1st, if you are age 70-1/2 or older, you can make a direct “rollover” from your traditional IRA into a charitable remainder trust or a gift annuity contract.
If you’ve named a charity as the beneficiary of an asset such as an insurance policy or retirement account, you know that the beneficiary designation forms typically request that charity’s name, address and tax identification number (TIN). And if there’s a mistake?