Building Your Planned Giving Program from the Ground Up Marketing Campaigns, Donor Conversations, Planned Giving Essentials, Planned Giving Stories You don’t need a 40-page strategy to begin. Start...
Need cash now? Planned Giving can help increase annual gifts Marketing Campaigns, Donor Conversations, Planned Giving Essentials Organizations often delay planned giving campaigns because they worry...
Planned Giving isn’t just for the Ivy League—small Catholic schools can win big Marketing Strategies & Planned Giving Essentials The Hidden Power of Small School Legacies Focusing on the...
It’s Not About Tax Law – It’s About Your Donors Refocusing Planned Giving on Values and Legacy Planned giving has always been part relationship building and part technical expertise, but the...
Redefining Success in Planned Giving Embracing Change and New Realities A Fresh Perspective for Fundraisers Forging a New Path Forward Whether you’re new to fundraising or have recently taken on...
IRA Gifting Ages Explained: 70 ½ vs. 73 Tech Tuesday Other donors like me, make gifts like this. We’ve been hearing some confusion from a lot of clients around the age split of 70 ½ vs. 73 for...
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...
Generational Marketing: Connecting with Traditionalist Donors Training Thursday Interact with intent and respect. Traditionalists include those aged 77+ and will be a key group when it comes to your...
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...
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...
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