Category: Individual Giving

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Your Questions, Our Answers on Starting Over with Individual Donors

The questions below were asked by attendees at our “Starting Over” webinar of April 21, 2021, presented by Roger Craver & Laurence A. Pagnoni.

The questions are fascinating, and we hope you’ll find our answers equally so. The webinar focused on the new rules of individual giving fundraising. We welcome your input as well by posting on our blog.

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Soaring: Secure Donations of Appreciated Stock

The Stock Market is up. Asking for gifts of appreciated stock should be part of your year-end giving approach. Start by letting your donors know that giving appreciated stock they’ve held for more than a year is better than giving cash. If they donate stock that has increased in value since it was first purchased it more than a year ago – and if they itemize deductions – they can take a charitable deduction for the stock’s fair market value on the day they give it to your organization. However, let them know that a contribution of appreciated securities can

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Other People’s Money

Often trustees will pressure us fundraisers to state which philanthropists we know and if we can get them to give to their cause. After twenty years as a fundraiser, no matter the cause or the organization, trustees still ask me, usually very early in the conversation, to list who might fund them. Ideally, I have previously done my own prospect research on the board members so that I know their giving history and can work this into the conversation. Don’t get me wrong, I’m not opposed to talking about the profile or attributes of the donor who I think will

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