Encouraging planned giving takes persistence and patience. It necessitates building a trusting relationship with prospective donors. While you can build these connections in many…
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August is National Make-A-Will Month. This presents a great opportunity to talk to donors about how simple it can be to add a powerful…
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The key to any nonprofit’s vitality and success largely rests in the strength of its planned giving program. Ensuring the stability and advancement of…
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As technology continues to advance, some charities are questioning the effectiveness of sending direct mail to their donors. The traditional planned giving newsletter, in…
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As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…
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Charitable giving increases with a donor’s financial confidence and stability. Right? While this commonly held notion seems intuitive, it isn’t always the case. In…
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Charitable giving continues to be important to affluent households. These individuals are looking to their financial planners for guidance on using their resources well…
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The last days of December lend themselves to reflection on the year that is almost over and consideration of what we expect from the…
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In the philanthropy world, Giving Tuesday ranks as one of the most important days of the year. In fact, it is the third biggest…
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Planned gifts are among the most important ways charitable organizations raise funds. These gifts can comprise up to 30-50% of a nonprofit’s annual revenue…