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How to get Advisors on Board

Getting Advisors on Board (Cole Eason Q&A)

Planned Giving for Financial Advisors

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.

September 8, 2022 / 0 Comments
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Focusing on Your Donor's Financial Advisor

Enter Your Donor’s Financial Advisor

Giving,  Planned Giving for Financial Advisors

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?

November 24, 2021 / 0 Comments
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fearless-asking

A Positive Attitude is Not Enough

Annual Gifts,  Major Gifts,  Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  Relationships,  Self Improvement

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.

February 26, 2021 / 0 Comments
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I Learned A Lot Of Things From My Dad. Here are Three.

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

Giving,  Planned Giving for Financial Advisors,  Relationships,  Self Improvement

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

January 25, 2020 / 0 Comments
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SECURE Act / Webinar

SECURE Act / Webinar

Bequests,  Charitable IRA Rollover,  Estate Planning,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  SECURE ACT

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.

January 9, 2020 / 0 Comments
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10 Planned Giving Excuses Debunked

10 Planned Giving Excuses Debunked

Bequests,  Major Gifts,  Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing

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 …

June 2, 2018 / 0 Comments
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Catholics and Wealth

Catholics and Wealth

Giving,  Planned Giving for Financial Advisors

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 […]

March 15, 2018 / 0 Comments
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Yes, Virginia, you DO need a planned giving website

Yes, Virginia, you DO need a planned giving website

Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  Uncategorized

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 …

March 14, 2018 / 0 Comments
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Advisors and Philanthropy

Advisors and Philanthropy

Planned Giving for Financial Advisors,  Planned Giving Marketing,  Relationships

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.

January 11, 2018 / 0 Comments
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Is a Planned Giving Website Worth the Money?

Is a Planned Giving Website Worth the Money?

Giving,  Marketing Planned Giving,  Planned Giving for Financial Advisors,  Planned Giving Marketing,  Relationships

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.

July 15, 2017 / 0 Comments
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