2 Nonprofit Mobile and Planned Giving Trends for 2015

Most charitable people have a retirement plan or life insurance, and their beneficiaries may be woefully out of date! When you market beneficiary designation gifts, you’re also doing a public service, because your donors may need to update their beneficiaries. Also, you can help donors understand that their retirement plan is one of the heaviest taxed assets if left to anyone besides a spouse — but when left to a charity, 100 percent of their hard-earned plan will go to a good cause.