Planned Giving
January 6, 2016 at 9:36 am
Three heirs to the Wal-Mart fortune have given away hundreds of millions of dollars worth of the retailer’s shares to a family trust that finances its philanthropy. According to regulatory filings on New Year’s Eve, Alice Walton, the daughter of Wal-Mart founder Sam Walton, gave away 3.7 million of her Wal-Mart Stores shares on Dec.…
December 21, 2015 at 10:48 am
Want in on a little-known secret? Wealthy people aren’t the primary group leaving bequests to charities. In fact, according to the Institute of Charitable Giving, 82 percent of bequests come from donors with a net worth of less than $3 million. Planned giving refers to a charitable gift that an individual creates during his or her lifetime that will take effect after his or her passing. It’s a way for people to make a lasting gift to a cause that’s important to them. It can also provide tax benefits to the donor. ...
December 17, 2015 at 9:00 am
Like many of your donors, I hope, I have been actively doing some year-end giving. That included mailing gifts to 19 organizations that had responded to my article earlier this year, offering to make a donation to the organizations of the first 10 people who responded. (I just couldn’t stop at 10.) ...
November 11, 2015 at 9:16 am
According to the 2015 Fundraising Effectiveness Report, last year, gains from new and recaptured lapsed donors were more than offset by losses in the number of lapsed new and lapsed repeat donors—for a net loss in donors of -1.4 percent. Yipes! Do you want to be the exception? Then you have to be of greater service to your donors. To do this, you’ve got to get inside your donors’ heads...
October 22, 2015 at 9:51 am
Our fundraising work allows programs to continue, results to happen and stories to be told because the organization’s mission is being accomplished. One way we may become people who are remembered for years to come is to make sure we are consistently reminding our donors how important leaving us a legacy in their will or trust is to our organizations (and to them). Set in motion bequest gifts with these four steps...
October 20, 2015 at 10:02 am
Some fundraisers feel that scouting for planned giving prospects is a lot like the world’s most difficult game of Where’s Waldo. You know he’s on the page, somewhere, but for the life of you, you cannot find him. The flipside of that situation is, of course, once you find him, you cannot stop seeing him.…
September 30, 2015 at 9:59 am
Planned giving provides donors with a valuable resource and your nonprofit with incredible funding. But in the U.S., 91 percent of wealth takes the form of non-cash assets. So if you don’t have a planned giving program you are fundraising from only 9 percent of donor’s assets...
July 10, 2015 at 6:00 am
One of the greatest thrills I have in my profession is to meet true community leaders and philanthropists. When I pulled up to the MacAllister Machinery Company recently and saw P. E. MacAllister at his desk, I knew I was in for something special. I had known about P. E. for many years. He has been very involved as a television journalist with shows on PBS and educational television for a number of years in my community...
March 16, 2015
To get a handle on what’s in store for 2015, NonProfit PRO rounded up some of the nonprofit industry’s finest, who were kind enough to share their nonprofit trends for 2015. Here are two trends on mobile and planned giving.
September 26, 2014
Major-gifts and planned-gifts officers constantly seek ways to engage with prospects and donors. Every technique is used on a daily basis to identify, rate and screen prospects.
