Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there
If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million! You may look at...
Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans
“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I know, especially those who are not planned giving officers. The concept...
6 Ways You Can Help Your Donors Prepare for Year-End Giving in 2022
As we approach the end of 2022, there are some key considerations to keep in mind for your donors who plan to send in a year-end gift. After all the changes made in 2020 and 2021, with pandemic-related expansions for charitable income tax deductions, 2022 returns us...
Are Online Will Services Safe and Effective?
Online will and estate planning services are used by many non-profit organizations, with varying results. I thought it might be interesting to review some of the good points and bad points inherent in them. As always, it’s a battle to balance each of the points and...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
