Planned Giving

Here are eight tips that will help you prioritize, focus, and create space to make sure you’re taken care of and end your year strong.

When nurtured successfully, relationships with donors will pay off economically in surprising ways.

For some nonprofits, starting to ask for planned gifts may seem like a big leap. After all, many fundraisers are afraid to ask for a gift in general. So, how are they going to ask a donor to give to a cause after their death?

LifeLegacy’s proprietary product platform will now be available to PlannedGiving.com’s clients through its LegacyPlanner suite.

Higher education institutions can enrich their internal ascend data with iWave’s data, to strategically prioritize the best donors.

Planned giving helps achieve donors’ philanthropic priorities and can combine current, future, estate, and asset gifts.

Your work as a fundraiser is to help donors experience the most possible joy through giving by enabling them to give to projects and programs that light them up and will help change the world. And it follows that it should be your goal to create an environment that makes this process easy and delightful for your donor.

Back in the 1950s, when a reporter asked the notorious Willie Sutton why he robbed banks, he supposedly responded, “That’s where the money is.” Proponents of the business of philanthropy should heed this simple wisdom and cultivate relationships with the wealthiest prospects — those with the most capacity to give.

With planned giving rising in importance, ethically executing responsibilities is a critical question that nonprofits should address.

Planned giving is traditionally based on two data points: the donor’s age (55 and older) and capacity (more than $1 million). However, Giving DNA’s Dawn Galasso cited those as the “most terrible predictors of planned giving” from a data perspective.