by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving
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...
by Richard Perry and Jeff Schreifels | Feb 21, 2022 | fundraising strategy, Long-term planning, Planned Gifts | Management, Planned giving, Return on Investment
It’s hard to plan for something that won’t pay off or show itself until years from now. I know. But we all know that planned giving is one those fundraising strategies that delivers very high revenue at a relatively low cost. So why don’t more organizations get going...
by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship
Should you have a legacy society? Yes, you should. We are big fans of legacy societies because a legacy society delivers solid content and direction on the three pillars of a good planned giving program: Effective lead generation. Good solicitation practices....
by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving
Did you get your share of the $41 billion dollars in the United States that donors willed to their favorite charities in 2020? If not, you’re likely one of those managers and leaders who think that investing in planned giving is a luxury – something you do IF there...
by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving
OK, 2020 is about to close. And folks are out there scrambling on the last minute details of Christmas and “doing what needs to be done” on financial planning/charitable giving for the end of the year. We asked our Director of Planned Giving Services, Bob Shafis, to...