A few weeks back as I was considering upcoming webinar topics, I tentatively titled one of them, “Post-Pandemic Planned Giving.” Good thing it was tentative. In the time since anything resembling a post-pandemic world seems to be fast slipping away. The emergence of...
My message this week is simple and to the point. “Where there is a will, there is a way.” As the evangelist for Planned Giving, I’m referring to people creating or updating a will – which paves the way for including a planned gift to support your organization. The...
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...
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 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...
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...
