Category: Planned Giving

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Your Unanswered Questions On Planned Giving

This week, we address our readers’ pressing questions about planned giving.
Did you know that 7% of planned giving donors increased their annual giving after setting up a planned gift? That’s just one example of the timely information you’ll find in today’s blog post.

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Ramp Up Your Planned Giving Program in 2021

When a nonprofit launches a planned giving program, it’s wise to start simple. Rather than promoting hard-to-understand methods like charitable lead unitrusts, it’s best to encourage your donors to make a simple bequest. After all, everybody needs a will. People understand what they are. Even better, there’s no lifetime cost to your donors.

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Inside Planned Giving, Part III

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 you navigate this important field.  Do you have any stories you can share about the impact of planned gifts? Many. In one case, a small, niche organization with a unique mission was hit pretty hard during the recession. They had started furloughing people and looking

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Inside Planned Giving, Part II

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 important field. Do you see differences in nonprofit sectors—social services, higher education, etc.—in regard to strategy and success in planning giving asks? No, I do not. People will leave a bequest to whatever matters most to them. If someone is very involved in a cultural

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Inside Planned Giving, Part I

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 follows is the first installment in a series of questions that have actually been posed to me about planned giving and my answers to them. I hope that this written presentation will inspire you to start a planned- giving program or turn a “passive” planned-giving

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May We Talk About Your Will?

Your donor’s will is a key part of their final word to the world about their charitable giving preferences. It is our job as fundraisers to help them understand that and to ask them to talk with us about it. The planning and writing of a will is both a family obligation and a personal privilege. When we die, our passing is legally documented in a death certificate and then in probate court. If donors don’t have a will, the court and their heirs will decide for them. Your donors need to know that if they don’t have a will

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