Because of the renewed interest in estate planning — and because of the number of Americans who still lack a will — now is a prime time for nonprofits to remind supporters and prospects about the importance of estate planning.
Becoming a nonprofit board member is a rewarding experience, but it can be overwhelming if there isn’t an effective onboarding process for new members. Studies have found that almost half of all nonprofit board members would say their organizations didn’t have a “defined onboarding process.” This is significant because a board member who is only half prepared is, at most, half effective.
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.
Nonprofit job titles are idiosyncratic and confusing. And sometimes, even misleading.
There’s a difference between being a beggar and a fundraiser. Don’t conflate asking for money with groveling. You’re not demeaning yourself by asking for money. It’s actually a privilege.
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.
I picked up my coffee this morning at our local WaWa (for those of you who aren’t on the East Coast, you’ll have to Google that) and drove to our office in Valley Forge, PA. After an uneventful, pleasant drive that gave me a little extra planning time, I pulled into my parking space ready to start the day. I opened the door to get out …
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