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
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 …
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
If you have been in the fundraising industry for a while, you probably remember a time when planned giving newsletters were a surefire way to connect with donors. While the majority of people still prefer direct mail as a form of communication over e-mail, the popularity of planned giving newsletters has dwindled. Planned giving newsletters still produce benefits and are an important tool in hitting donation targets, but they must be sent with a clear strategy and must target the correct people.
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