Planned Giving for Advisors Archives

Planned Giving for Financial Advisors

Getting Advisors on Board (Cole Eason Q&A)

Cole Eason, JD, is Vice President of Advancement at the Truman Heartland Community Foundation, where he works with donors and advisors to encourage philanthropic partnerships. We recently sat down and chatted with Cole about the ways in which financial, legal and tax advisors can help clients create tax-efficient charitable gift plans that achieve their client’s philanthropic goals while still allowing advisors to manage that client’s portfolio.

Patrick O'Donnell September 8, 2022 No Comments

Focusing on Your Donor's Financial Advisor

Planned Giving for Financial Advisors

Enter Your Donor’s Financial Advisor

Your donor’s financial advisor can play a key role in determining when (and if) your donor gives to your organization. An advisor-centric approach in your non-profit can also pave the road for prospective donors. Is your nonprofit doing enough to build a network of financial advisors?

Dan Rice November 24, 2021 No Comments

Planned Giving for Advisors

Estate Plans: What Are Advisors Telling Your Donors?

Now that the SECURE Act is law, donors are (or should be!) reviewing their estate plans, retirement strategies and philanthropic strategies to see if they should make changes. But what advice are they getting from their financial advisors — and how could it affect your charity? Here’s how to be prepared for the new reality.

Viken Mikaelian October 11, 2021 No Comments

I Learned A Lot Of Things From My Dad. Here are Three.

Giving

I Learned A Lot Of Things From My Dad. Here are Three.

Good judgment comes from experience. Unfortunately experience comes through bad judgment.

David Kottler January 25, 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

Bequests

10 Planned Giving Excuses Debunked

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 …

Jeb Banner June 2, 2018 No Comments

Giving

Catholics and Wealth

Catholics are uniquely at odds with the accumulation of personal wealth. Perhaps, it is because the Gospels and the Acts of the Apostles suggest a vocational lifestyle of communal frugality as the path towards salvation. The Acts of the Apostles, chapter2, verses 44-45 provides a microcosmic glance at the life of the early Church: And all who shared the faith owned everything in common; they sold their goods and possessions and distributed the proceeds among themselves according to what each

Jory Barad March 15, 2018 No Comments

Planned Giving for Financial Advisors

Advisors and Philanthropy

The face of philanthropy is changing: Researchers found that many donors want to talk with an advisor before they’ll even approach a nonprofit to discuss their intentions.

Viken Mikaelian January 11, 2018 No Comments

Planned Giving for Financial Advisors

Marketing Planned Giving to Advisors

In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes not only the trajectory of your long-term revenue goals, but your career as well.

Viken Mikaelian October 18, 2016 No Comments