Planned Giving Has a Place During Inflation

You only need to buy food or fill your gas tank to be reminded that costs are going up everywhere. Inflation is causing some donors to scale back on their giving at a time when nonprofits are facing increased costs — and increased demand. The threat of recession looms...

Incorporate Planned Giving into your 4th Quarter Push

In both football and fundraising, the fourth quarter is often the most pivotal. On the gridiron, big games can be won by strong fourth quarter execution culminating in a game winning drive. The same goes for fundraising where the fourth quarter of the year serves as...

Top Insights from NXUnite Endowment Panel with Tony

Endowments don’t have to be hard. With Planned Giving in your back pocket, you could have your first endowment fund conversation secured by next Monday. Or maybe Tuesday, if you have a busy Monday. In August, Tony Martignetti, Planned Giving evangelist and founder of...

18 Reasons Why Bequests Are the Place to Launch Your Planned Giving

August was National Make-A-Will Month. To celebrate the august August, I compiled 18 reasons why wills – simple charitable bequests – are the way to launch your Planned Giving program. I published them in segments on LinkedIn throughout the month, but here they are...

Simple Steps To Launch Your Planned Giving Recognition Society

Let’s face it, just about everybody likes to be recognized for doing good things. And making a planned gift, well that’s a very good thing. It shows genuine commitment to making a real and lasting difference for your nonprofit and those you serve. One of the best ways...

Rethink Your Lunch with Lawyers for Planned Giving Success

National Make-a-Will Month can serve as a strong motivator for fundraisers to focus on what they believe will be the fastest path to Planned Giving success. Often that path leads them to spend a lot of time trying to cultivate relationships with “allied professionals”...