by plannedgivingm | Nov 26, 2025 | blog
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 with these simple tasks and you’re moving: Hang Your Shingles: Let...
by plannedgivingm | Nov 18, 2025 | blog
Need cash now? Planned Giving can help increase annual gifts Marketing Campaigns, Donor Conversations, Planned Giving Essentials Legacy planning deepens donor identity and commitment. Organizations often delay planned giving campaigns because they worry it will...
by plannedgivingm | Nov 18, 2025 | blog
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 personal connection to legacy If you’ve ever thought planned giving is only...
by plannedgivingm | Oct 28, 2025 | blog
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 technical landscape has shifted considerably. Major tax law changes since...
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...
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