Legacy Gifts / Planned Giving / Bequests

[ASK AN EXPERT] How to Negotiate a Gift of Realty with Strings Attached

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a fundraiser who needs advice on how to deal with a potential legacy gift that has conditions attached.  Dear Charity Clairity, About [...]

[ASK AN EXPERT] What is the Purpose of Publicizing Legacy Gifts?

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a fundraiser who needs advice on how to shine a light on their legacy giving program by publicizing bequests.   Dear Charity Clairity, [...]

[ASK AN EXPERT] What are Predictive Analytics for Planned Giving?

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a nonprofit leader who needs advice on identifying planned giving prospects through predictions and analytics.   Dear Charity Clairity, My board wants us [...]

[ASK AN EXPERT] Who are the Best Prospects for Legacy Gifts?

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a nonprofit leader who needs advice on who the best prospects are to ask for legacy gifts. Dear Charity Clairity, My board [...]

[ASK AN EXPERT] Motivating Donors to Make a Will to Leave a Bequest

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a fundraiser who needs advice on legacy giving and how to overcome obstacles and barriers to receiving a bequest.  Dear Charity Clairity, [...]

Help Donors Leave Legacies: Create Philanthropic Autobiographies

 “People do not give to the most urgent needs, but rather they support causes that mean something to them.” This is the key finding from a report done by the Centre for Charitable Giving and Philanthropy at the University of Kent: “How Donors Choose Charities.” They begin their study from [...]

Donor Love, For Life: A Look at Planned Giving Stewardship

In uncertain times, organizations with a focus on both short and long-term revenue and resources experience less disruption of services. One way to ensure the longevity of your operation is to develop and execute a planned giving program for your organization. Giving USA reported 10% of 2019 giving in the [...]

Should You Aggressively Promote Legacy Giving When People are Dying?

It’s a pandemic. People are dying. A lot of them. So should fundraisers no longer promote legacy giving during this time because it appears ‘unseemly’ to talk to folks about death right now?Or should they go the other way and promote legacy giving aggressively, seeking to get into donors’ wills [...]

[ASK AN EXPERT] Do Legacy Gift Societies Still Matter?

Our Ask An Expert series features real questions answered by Claire Axelrad, J.D., CFRE, our very own Fundraising Coach, also known as Charity Clairity. Today's question comes from a fundraiser who isn't sure if they should maintain an existing legacy society as they reboot their planned giving program. Dear Charity [...]

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