Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving?
A big change is scheduled for the United States estate tax code. It is set to begin in 2026. Now, you may be wondering why we’re even talking about this. After all, it’s only 2023. Surely you don’t need to think about a tax code change that won’t take effect for a...
Getting Over The “Ick” Factor in Planned Giving Conversations
If you are newer to the world of planned giving, or perhaps you’re an MGO or MLO being asked to have planned gift conversations with your donors, you may be experiencing what I call “The Ick Factor.” The first time you learn about some of the strategies used in...
Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there
If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million! You may look at...
Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans
“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I know, especially those who are not planned giving officers. The concept...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
