The Power of Dual Asks in Year-End Giving
Major gifts and planned giving teams unite! Approach this year-end as a unified team to drive your mission forward and bring your donors joy.
Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving?
In 2026, a big change to the tax code will take effect. We recommend being mindful of this change, as donors may wish to review their plans.
Getting Over The “Ick” Factor in Planned Giving Conversations
A lot of fundraisers feel some anxiety around planned giving conversations. Here’s how to approach them in a way that honors your donor.
Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there
Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans
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.
6 Ways You Can Help Your Donors Prepare for Year-End Giving in 2022
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.
TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
