Wisdom Wednesday – Are you 85?
Are you 85? I didn’t think so … We’ve talked about the mindset of our most senior donors in the past. And we’ll most likely talk about it forever. Why? None of us know what it’s like to be 85 – unless we’re 85.We’ve all...
Generational Marketing – Traditionalists
Generational Marketing – Traditionalists 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 portion of the population is important for your success. Discovering the...Tech Tuesday – IRS Discount Rate
IRS Discount Rate 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 this we’re all becoming reacquainted with the IRS...
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...
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