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Older generation handing golden key to future generation

Live Well, Leave Well.

Planned Giving Marketing

How do you want to be remembered? As someone who left behind chaos, or left behind a legacy? 

November 22, 2023 / 0 Comments
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Hello January with a cup of coffee on desk

How to Focus your Fundraising in January

Planned Giving Marketing

After the fundraising marathon of November and December, thinking about another development strategy in January may seem like going overboard. However, a built-in requirement for every nonprofit in the United States provides an inspiring place to add extra stewardship at a key time of year.

November 15, 2023 / 0 Comments
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Prompting people to consider their mortality is not easy, but these conversations are deep and important. Everyone needs an estate plan.

Planning for Mortality

Planned Giving Marketing

I’ll never forget the first time my wife and I met with our lawyer to create our estate plans. When do you pull the plug if a partner is terminally ill? What happens if we both die in an accident at the same time? Who do we trust to be an executor? It was, in many ways, a grim task, and I could see why so many people put it off.

November 15, 2023 / 0 Comments
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Online Will Planners: Should Your Nonprofit Have One?

Online Will Planners: Should Your Nonprofit Have One?

Planned Giving Marketing

Online will makers are everywhere you look these days. From FreeWill, Rocket Lawyer, Trust & Will and GivingDocs to the comprehensive LegacyPlanner, it feels like everyone is offering their own version. And sometimes it seems like they all just appeared overnight, too. But the truth is, the industry has been around for decades — both US Legal Wills and LegalZoom had online versions more than 20 years ago.

November 14, 2023 / 0 Comments
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Year End

2023: Year-End Deadlines for Charitable Giving

Planned Giving Marketing

If you’re making a charitable donation to your favorite nonprofit, make sure you’re eligible for an income tax deduction for the current year by meeting these important dates. Some other criteria apply, too.

November 12, 2023 / 0 Comments
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New Year, New NPO! Popular Nonprofit New Year’s Resolutions

Planned Giving Marketing

It’s almost 2024! To celebrate the crest of another year, here are five of the most potent New Year’s resolutions for nonprofit professionals. Enjoy these quirky resolutions for the nonprofit professional in your life. From losing weight to falling in love.

November 8, 2023 / 0 Comments
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Father and son communicating

Make Your Words Work for You

Planned Giving Marketing

We can have the greatest product, mission, or idea in the world, but if no one hears it, what good is it? At the same time, we can whisper a good idea, and it can change the world.

November 7, 2023 / 0 Comments
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Policy Folders

Keep Your Gift Acceptance Policy Strong

Planned Giving Marketing

The idea of your organization receiving a windfall may seem like only the stuff of dreams. But with stories of nonprofits experiencing unexpected major gifts happen all the time. When a donor chooses to give their wealth to your organization, will you be ready?

November 2, 2023 / 0 Comments
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Leadership vs management

Steer the Boat or Chart the Course?

Planned Giving Marketing

Managers care about titles. Leaders care about people.​ If you dare to be a leader, this is a must-read article by Wayne Olson.

November 2, 2023 / 0 Comments
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Key Performance Indicators Bar Chart Illustration

Average Gift Amount: A Fundraising Key Performance Indicator

Planned Giving Marketing

A few essential pieces of data help fuel a powerful development department. These metrics, often called Key Performance Indicators, or KPIs, help fundraisers gauge the health of their activities. Another essential KPI for fundraisers is the Average Gift Amount.

October 29, 2023 / 0 Comments
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