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.
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?
Will a positive attitude alone make you succeed? No. You need far more than that if you want to be successful. Here’s why a positive outlook is worthless, unless you have more in your quiver.
Good judgment comes from experience. Unfortunately experience comes through bad judgment.
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.
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 …
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 […]
I saw a blog post penned by another planned giving vendor. Its sole purpose: To trash the idea that fundraisers need a planned giving website. Very interesting …
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.
The other day a colleague from another nonprofit, a fairly small one, told me he was leaning away from spending money on a new planned giving website. This is not the first development person I’ve heard struggle with this decision.