If my name were in your database, it would be flagged as an ideal planned giving prospect. Why? I’m over 60. I own a business and real estate (which can be planned gifts). I have no kids. I give annually to a number of charities.
You should already be promoting the importance of estate planning (and by extension, marketing your planned giving program) to your donors. We offer a simple toolkit to cover most needs. But to really help your donors—who in turn, will help you—you need a free online will planner incorporated in your planned giving website.
Quick Checklist Proof. Proof. Proof. Have someone else review it as well. If possible, read backwards. Don’t forget to: Proof headlines (hedlines are taken for
Life throws surprises when you least expect them—like a panicked bird flying into your car at 7 AM. One minute, you’re enjoying your coffee; the next, you’re negotiating real estate rights with an avian intruder. Estate planning works the same way. Most people ignore it, assuming they have time—until they don’t. A simple accident can erase your legacy faster than that bird escaped my car. The lesson? Don’t be a bird brain. Plan now, because fate (and the IRS) won’t wait for you to open the window.
At the center of receiving a large donation is the cultivation of major donors. Major-donor cultivation is a fundamental piece of fundraising success, but a
Nonprofit collaboration is foundational to increasing your potential donor pool, forging strong bonds with community pillars, and serving your own target population in unique and creative ways.
When a donor is ready to make a planned gift, often their financial advisor enters the picture. Remember, these advisors serve not only your donor
Planning a nonprofit board retreat may sound like a huge undertaking, but it is a vital component of managing a board of directors. Since it
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