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Are Online Will Services Safe and Effective?

Are Online Will Services Safe and Effective?

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.

Stop Putting Off Planned Giving

Stop Putting Off Planned Giving

by Richard Perry and Jeff Schreifels | Feb 21, 2022 | fundraising strategy, Long-term planning, Planned Gifts | Management, Planned giving, Return on Investment

Planned giving is a long-term strategy. Don’t fall into the trap of being short-sighted; start creating a sustaining fundraising program.

Should You Have a Legacy Society?

Should You Have a Legacy Society?

by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship

Should you have a legacy society as part of your planned giving program?

Planned Giving Should Not Be A Luxury or Add-On

Planned Giving Should Not Be A Luxury or Add-On

by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving

Planned giving isn’t a luxury. Here are four steps to get you started right now.

Year End Planned Giving To Do List

Year End Planned Giving To Do List

by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving

Here’s “what needs to be done” on financial planning/charitable giving for the end of the year.

Seventh Deadly Sin of Planning Giving: Over-emphasizing Professional Advisors

Seventh Deadly Sin of Planning Giving: Over-emphasizing Professional Advisors

by Richard Perry and Jeff Schreifels | Jun 24, 2020 | Advisors, Consultants, Planned Gifts, Service | Planned giving

Planned Giving Officers shouldn’t spend too much of their time courting professional advisors.

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