Many fundraisers assume that successful Planned Giving programs have to offer donors a number of different options, such as charitable lead trusts and charitable remainder trusts. This is not true. In fact, you can have a very respectable PG program by focusing only...
Is Planned Giving part of your fundraising toolkit? If not, it should be. Here’s why: Planned Giving – typically bequests in donors wills – represents a rare win-win. Your organization wins by securing the promise of significant funding that creates long-term...
Many organizations believe that Planned Giving requires a lot of technical expertise. In turn, they think they need to have experts on staff or hire expensive outside help to get started. But that’s so not true! You don’t need a lawyer on your staff or on retainer....
Get Planned Giving off your to-do list! Too many small- and mid-size nonprofits are intimidated by Planned Giving. You don’t need a lawyer, a lot of time, or a big budget to get results. Make 2021 the year you take action and start your Planned Giving program. Join me...
Planned Giving isn’t only for folks who are wealthy. In fact, some of your smallest and most modest donors can be very generous in their wills. There isn’t a lifetime cost, so people who have accumulated wealth but who cannot give it to you while they are living can...
