Category: Planned Giving Marketing

How do you want to be remembered? Someone who left chaos or left a legacy? 

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.

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.

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.

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.

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?

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

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.

You’ve finally decided to create an estate plan instead of taking the path of Abraham Lincoln, Bob Marley and Aretha Franklin. Congratulations! But how do you choose an executor or trustee? We have a few tips that will help.

There are good causes with plenty of people and projects in need of support as they strive to make the world a better place. You might like to consider supporting them as part of your estate plan, making a charitable donation with the wealth you leave behind. This can be a wonderful way to give something back to the world, leave a positive impression, and support a cause that matters or means something to you personally. It also feels great, which is why so many people opt to add a charitable donation to their estate plan. But how does it all work? And what’s the best way to go about it? Here’s a five-step guide to learn all about charitable giving in estate planning.