by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship
Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
by Robert Shafis | Mar 22, 2023 | Asking, Donor Conversations, Donor Relations, Philanthropy, Planned Giving, Planned Giving Officer | Asking, Communication, Cultivation, Curiousity, Donor Conversation, Permission-Based Asking, Philanthropy, Planned giving
There’s a lot of fear around asking donors about planned gifts, but there doesn’t have to be. Here’s how to get the conversation started.
by Robert Shafis | Oct 7, 2022 | Planned Giving, Year-end Giving, Year-end Planning | Fundraising, Giving, Planned giving
To help your donors plan for year-end giving, here are six factors you may want to discuss with donors who are considering a year-end gift.
by Richard Perry and Jeff Schreifels | Sep 2, 2022 | Fundraising, Older Donors, Planned Giving | Donors as Mission, Fundraising, Planned giving
Your donors have important things they want to accomplish before they depart this world. And you get to help them do that.
by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving
If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.
by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving
If you offer charitable gift annuities, here’s how the increased rate could impact your charity, along with other economic factors in 2022.