The Wind Is at Your Back. What Are YOU Going to Do?

The Wind Is at Your Back. What Are YOU Going to Do?

You may have heard that there’s a new fundraising report out called the Philanthropy Outlook by Lilly School of Philanthropy and sponsored by CCS. Basically, the report says that the forecast for 2024 and 2025 is that overall, giving will go up 4.2% and 3.9%. For...
Question of the Month: How do you plan for a transformational gift?

Question of the Month: How do you plan for a transformational gift?

First, it’s important to start with the basics. Before you can ask for a transformational gift, you  need to have a major gifts caseload of no more than 150 qualified donors, tiered A to C, with an individual communication plan for each donor. Then, of your Tier...
Getting Over The “Ick” Factor in Planned Giving Conversations

Getting Over The “Ick” Factor in Planned Giving Conversations

If you are newer to the world of planned giving, or perhaps you’re an MGO or MLO being asked to have planned gift conversations with your donors, you may be experiencing what I call “The Ick Factor.” The first time you learn about some of the strategies used in...