Give and Take

searching how to create an online will
For Donors
Viken Mikaelian

How to Create an Online Will to Protect Your Loved Ones 

Many American families are left to deal with the financial and emotional fall-out left in the wake of their loved one’s death.  It’s not often that you think about it, but it’s never too late to get prepared. And getting a customized will done is often very simple and straightforward using an online will service. 

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Three people show love heart shape
For Donors
Patrick O'Donnell

31 Quality Questions to Ask Planned Giving and Major Gifts donors and Prospects

Do you struggle to generate exceptional questions for donor interviews? Then struggle no more: This post will show you a guaranteed way to generate thought-provoking interview questions that generate comprehensive, high-quality answers. And the best part is, whether it’s an interview for a donor story, annual report, board report, newsletter story — even a job or candidate interview — all of these skills will translate. Plus, we’ve included 31 sample questions that you can adapt for your next donor interview.

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Writing a letter or note
Planned Giving
Viken Mikaelian

CEO Note

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.

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man planning at the computer
For Donors
Viken Mikaelian

Five Reasons Your Donors Need a Free Online Will Planner

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.

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angry bird looking at camera
Estate Planning
Viken Mikaelian

Lessons from an Early Bird (and Other Unwelcome Guests)

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.

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