Death, Dying, and Major Gifts
There’s something about getting old that helps you quickly sort out what’s important in life. I know. I am 74 and getting old. And the sorting has begun. Which is why I wanted to talk to you about how understanding this dynamic of getting older and major gifts is so...
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...
Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now
Charitable Gift Annuities (CGAs) are one of the most popular planned gift alternatives, and many charities actively manage pools of a few dozen to hundreds. But a big change is coming soon concerning the recommended rates that non-profits should offer. The American...
How to Approach Donor Stewardship in Planned Giving: New Podcast Episode
Many non-profits feel that once they’ve secured a planned gift from a donor, their work is done. There may not be any plans for follow-up or intentional cultivation of legacy donors after the gift is committed. Yet, we know that impact reporting is essential to donor...
New Podcast Episode: Do You Need a Legacy Society?
In a recent live call with participants in the Veritus Group Academy, one participant asked, “Do I really need a legacy society?” This is a question we hear a lot from non-profit fundraisers and leaders. That’s why we asked our Director of Planned...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
