Well-Timed Planned Giving Marketing Opportunities

Timing can be key when it comes to Planned Giving marketing. This point was made a while back when I recommended outreach around some key life milestones such as weddings, anniversaries, and college graduations. While those milestones are largely focused on late...

Summer’s Dog Days Are Here. Let’s Make Them Count!

I sleep pretty well these days knowing I’m playing a supporting role so that countless abandoned dogs and cats in Georgia will end up in happy homes in the decades to come. I say “supporting role” because all I did was share my expertise with Cheryl...

Webinar: Biden’s Tax Plan: What Fundraisers Need to Know

Webinar date: Thursday, June 17, 2021 at 3 p.m. ET The Biden administration’s plans to update the U.S. tax code would create some big opportunities for nonprofits – since there are elements of the plan that would inspire wealthy Americans to give more of their assets...

Planned Giving: A Smart Addition to Your FY22 Budget

As you prepare your FY22 budget, I know it’s not easy to decide where to invest in efforts that will boost your fundraising. But I’ve done some math that should help you make the case to your nonprofit’s leadership and board that your next budget year is the...

Making Major Milestones Into Lasting Legacies

We’re heading into the milestone months. May and June often bring some of life’s biggest events – weddings, graduations, reunions and other significant milestones that play best in the warmth and renewal that spring offers up. For those focused on Planned Giving,...