Planned Giving

Small Strides to Big Legacy Payoffs
March 4, 2020 at 11:16 am

In order for planned giving to be effective, regularly identify, cultivate, educate, meet with and solicit donors over 55 years of age.

Kick Off Planned Giving in 2020
February 21, 2020 at 11:05 am

The most financially successful nonprofits aren’t funded exclusively through well-executed annual giving programs or foundation grants.

Every Donor Is a Planned Giving Prospect
July 23, 2019 at 11:31 am

A seismic transfer of wealth is on the horizon. Research firm Cerulli Associates estimates that $68 trillion will transition to heirs and nonprofits over the next 25 years. This presents an incredible opportunity for nonprofits to partner with donors who want to leave a legacy through the missions, visions, values and programs.

The Plague of Technical Communication
June 24, 2019 at 11:58 am

Let me talk to you about technical communication. Have you ever been in the presence of someone who is blathering away, and you can barely understand what they are saying? It happens quite frequently in major gift communication. It’s called “talking over the person’s head.”...

#NPPTrendingNow Ep 63: Planned Gift Tools for Your Nonprofit
October 19, 2018 at 12:50 pm

Welcome back to #NPPTrendingNow, a weekly video series where NonProfit PRO Editor-in-Chief Nhu Te breaks down the top three coveted stories of the week. Here's what we've got going on for you this week: new integrated cloud initiative from Blackbaud and Microsoft, fundraising exercises for your monthly donors and planned gift tools for nonprofits...

Planned Giving Fundamentals: Easy Steps to Begin Your Program
March 14, 2018 at 12:28 pm

On occasion, I get called in to discuss planned giving options, especially for smaller organizations. Often, they want to attempt to roll out a planned giving program without first laying the proper groundwork. In football terminology, start with basic “blocking and tackling...

5 Ways to End Your Fundraising Year With a Bang
October 18, 2017 at 1:16 pm

Approximately one-third of all donations are made during the last two months of the year. People tend to be in a giving mood during the holidays and are taking stock of their contributions before the year-end. Since the final months of the year can make or break a nonprofit’s budget, marketing messages to raise important funds kick into full swing beginning as early as Labor Day...