Getting Started With Planned Giving

August 18, 2020

The most financially successful nonprofits aren’t funded exclusively through annual giving programs or foundation grants. They achieve long-term, diversified financial strength through planned gifts — primarily bequests left in the wills of generous donors who believe strongly in their work. If you manage a small or mid-size nonprofit, just one planned gift can fundamentally change […]

Inside Planned Giving, Part III

April 19, 2018

This is the third and concluding installment of questions and answers about planned giving, one of the most neglected areas of fundraising and also one of the most lucrative. The first two instalments can be read here.  All of these questions have arisen in real conversations over the years.  I hope my answers will help […]

Inside Planned Giving, Part II

April 12, 2018

This is the second installment of questions and answers about planned giving, one of the most neglected areas of fundraising and also one of the most lucrative. The first installment can be read here. All of these questions have arisen in real conversations over the years. I hope my answers will help you navigate this […]

Inside Planned Giving, Part I

April 5, 2018

One of the most neglected areas of fundraising can also be one of the most lucrative: planned giving. Too often, busy development executives simply hope that major donors will leave a bequest—or they overlook estate planning altogether. Yet planned giving is tremendously important, so much so that I constantly receive questions about the subject. What […]

What’s Working In Board Giving During CV19?

September 24, 2020

Since the start of the pandemic 6.2% of nonprofits have added new boards members, according to a survey of 424 nonprofits in 156 countries. So, what’s working with boards members giving? The 3T mandate – Time, Talent and Treasury– Board attendance (Time), Board members sharing their skills and training (Talent) and Board members giving their […]

Ten Tips On How This Year-end Giving Will Be Different

August 12, 2020

Your year-end drive from October through January is the most lucrative period for fundraising. Get prepared now. Please listen to our latest webinar, Reimagining Year-end Fundraising in 2020 Giving, which addresses these issues in depth. Here are ten tips that define what’s different about this year. Elections: During a Presidential Election Highlight Your Values. To […]

Small Strides to Big Legacy Payoffs

February 27, 2020

Joe is a single man, long in the tooth, and retired in Florida. He received the letter I had mailed him which explained how he could donate his house upon his death and that the house would, in turn, be sold with the proceeds going to our charity. I mailed this particular letter to Joe […]

Merry Impeachmas: Should Your Fundraising Be Apolitical?

December 18, 2019

We raise funds for our worthy causes from left, right and center. Some charities are aligned with parts of this gamut more than others. If I say that the nonprofit called “The NRA” is grotesque, and should not have a charitable designation, would you remove my blog posts from your feed? If I say that […]

Hot 2018 Trend Tip: Boost Major Gift Solicitation of Older Donors Now

October 10, 2018

Overwhelming 2018 data indicates significant charitable giving increases in giving by high-income donors (incomes over $1 million annually), but an overall decline in giving for lower-income individuals because of the new tax laws. The increase in donor-advised funds also supports the data. Adding to this data, the 90/10 rule (90% of the dollars will come […]

What Do Fundraisers Do? (And why it matters)

February 21, 2018

Having worked as a professional fundraiser for more than two decades, I am convinced that a better understanding of our work is needed. People generally know what an accountant or bookkeeper does. By virtue of television, people think they know what a lawyer or forensic scientist does. But when it comes to fundraising, there are […]

Let's talk!

Find out how we can apply our expertise to the specific needs of your organization.

Contact us >