Wisdom Wednesday – Are you 85?

Wisdom Wednesday – Are you 85?

Understanding Our Most Senior Donors: A Unique Perspective Wisdom Wednesday Are you 85? I didn’t think so… Listen with intent; every donor has a story. We’ve talked about the mindset of our most senior donors in the past. And we’ll most likely talk about it forever....

Tech Tuesday – IRS Discount Rate

Understanding the IRS Discount Rate for Charitable Gift Annuities Tech Tuesday With the signing of the Consolidated Appropriations Act of 2023 and the provision referred to as Secure 2.0, there is newfound interest around Charitable Gift Annuities* (CGAs). Because of...
Wisdom Wednesday – Planning for 2023

Wisdom Wednesday – Planning for 2023

A New View on Planned Giving Fundraising Wisdom Wednesday Embracing a Donor-Centric Revolution Understand what your donors need and want, not just what your organization needs. New year, new view on planned giving fundraising. Look at it from your donor’s point of...
Tech Tuesday – Secure 2.0

Tech Tuesday – Secure 2.0

Secure 2.0: Key Takeaways for Fundraisers Tech Tuesday By now, you may have heard that President Biden signed into law the Consolidated Appropriations Act of 2023. Included in this act is a provision referred to as Secure 2.0. Major Takeaways: Raises the age for...