Planned Giving

Most nonprofits miss an opportunity when it comes to planned giving — and that’s soliciting donor-advised funds from individual donors.

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

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

Planned giving should be a critical piece of every nonprofit’s fundraising strategy. Yet, many organizations are leery.

I was at a conference and was asked the question: “What do you think about the trend to blend planned giving and major giving jobs?”

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.

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.”...

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...

Over the next 10 to 20 years, planned giving will become an increasingly important fundraising tool for nonprofits. Investing in planned giving or estate planning programs now can help ensure that a nonprofit will thrive far into the future...

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...