Many fundraisers shy away from Planned Giving because they worry that it will hurt their other fundraising efforts. But what if I told you that a Planned Giving program will help you raise more money through annual giving? I’ve been doing Planned Giving since 1997 and...
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...
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....
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...
Nonprofits don’t need to have a big budget to have a successful Planned Giving program. While many consultants might lead you to believe that you have to invest heavily in outside services to be successful, the truth is that small- and mid-size nonprofits can...
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