Creating a last will is important for taking care of your family. Does your will cover everything you need? Creating a Will isn’t just for people with children and it can be as easy to set up as writing down the names of your family and loved ones and what percentage of your assets you want each person to receive.
COVID made this business decision a moot point for many employers: it was either work at home or not work at all. Other than the blanket remote work initiative, one of the most highly-affected areas was in the world of estate planning.
Forget what you’ve heard about planned giving. Just do the math. Baby Boomers, who are among the wealthiest and most charitable Americans, are dying at a rate of about 6,000 a day.
Did you know that learning how to start a planned giving program can secure your nonprofit’s long-term financial stability?
It’s a fact—and it’s one successful nonprofits have been using to their advantage for decades. If you’re ready to go beyond annual giving and unlock a more sustainable future through legacy gifts, read on. In this comprehensive guide, we’ll walk you through the entire process of starting a planned giving program.
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.
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 …
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.
If you are involved in the nonprofit world, you have probably heard a lot of the unique terminology that comes with the industry. While veteran executive directors and fundraisers are used to hearing the word “major gifts,” many people are confused when first introduced to the concept. And there’s even more to complicate the matter …
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