When discussing legacy gifts, most assume the conversation is around bequests. Time and time again, surveys have shown that gifts given via a will are the most common planned gift vehicle. While nonprofits should absolutely be prepared to accept bequests from donors, professionals in these organizations should also be aware [...]
So… how was your Giving Tuesday? If you follow my writing, you know I’m generally not a fan of the made-up holiday. I find too many nonprofits feel overwhelming pressure to mount a half-hearted Giving Tuesday campaign that simply distracts from their year-end fundraising push. It’s nobody’s fault. There’s just [...]
Rachel Werner will review what tried and true methods still have value, what might need to be changed, and what is still left unknown. You can start off 2021 with a better sense of how to be successful during times of uncertainty. Full Transcript: Steven: All right, Rachel, I got [...]
Join Lori Kranczer, legacy giving expert and philanthropic advisor, to go over the ways to address a donor’s interest in legacy giving and how to have a conversation that brings out what the donor values to match to the best legacy giving options for them. Full Transcript: Steven: All right, [...]
Gift planning, planned giving, legacy gifts … no matter what terms your organization uses to define gifts received as part of an estate settlement, there’s often objections to planned giving and trepidation surrounding these. This may lead fundraisers to shy away from discussing the opportunity with donors. However, this decision [...]
In Parts 1, 2 and 3 of this four-part series I introduced a ‘4-Step Strategy to Cure Your Current Fundraising Headache.’ Because the times we’re in are trying. Donors, however, are still giving. You can succumb to the crisis, take two aspirin every four hours for the rest of the [...]
In the fourth quarter of each year the National Philanthropic Trust releases their annual Donor Advised Funds Report. This is significant for every nonprofit engaged in fundraising to take notice because donor advised funds or DAFs for short, are truly changing the landscape of major gift fundraising and therefore [...]
Bequests account for 9% of all fundraising per Giving USA. Have you allocated at least 9% of your development budget towards promoting bequests? If not, have you allocated any budget at all to this supremely cost-effective fundraising strategy? Have you been meaning to get around to doing more about building [...]
One of my favorite volunteer activities in the nonprofit sector is serving on the Fundraising Effectiveness Project’s Growth in Giving Steering Committee. The face-to-face meetings and conference calls are always insightful and thought provoking. This is especially true when those insights are cutting edge and timely in nature. This week’s [...]
It's a little known fact that planned giving has one of the highest ROIs (return on investment) of any fundraising activity, contributing to the fact that pursuing gifts from wills and trusts is rarely a key mission funding practice among the average American nonprofit. Why is this the case? In [...]
If you are a regular reader of this blog or any fundraising blog for that matter, the subject of “Major Gifts” is one of the most common. From researching the best prospects to building the relationship to making the “Ask," major gift actions are explored from every angle. However, two [...]
Many fundraisers are aware that, in light of the new tax law, donor advised funds (DAFs) should become a bigger part of a typical nonprofit fundraising operation. What may not be as well known are the ways in which some individual financial firms go beyond just setting up accounts. The [...]