Wisdom Wednesday – Planning for 2023
Planning for 2023 New year, new view on planned giving fundraising Look at it from your donor’s point of view, understand what they need and want, not what your organization needs or wants. The new year is a great time to pause, reflect, and reset. Most of us think...
Tech Tuesday – Secure 2.0
Consolidated Appropriations Act of 2023 and Secure 2.0 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...
Slow Down So You Don’t Lose Your Donors-PSA 5
Slow Down So You Don’t Lose Your Donors-PSA 5 Planned giving people love to talk about the different ways to make a gift–and the tax or impact benefits these gifts can have. But these messages that talk about gift types, tax benefits, and impact benefits are...
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