by plannedgivingm | Oct 24, 2025 | blog
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 planned giving responsibilities, it’s easy to feel overwhelmed by the...
by Colleen Bowman | May 2, 2023 | Tech Tuesday
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 gifting from an IRA. Which is the correct age? What are the rules around...
by Andrew Abraham | Apr 3, 2023 | Wisdom Wednesday
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....
by Andrew Abraham | Apr 3, 2023 | Training Thursday
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 planned giving outreach. Learning how to communicate with this...
by Andrew Abraham | Feb 21, 2023 | Tech Tuesday
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...
by Andrew Abraham | Jan 12, 2023 | Wisdom Wednesday
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...
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