planned giving

Oct 28, 2011

Identifying planned-giving donor prospects

By analyzing donor characteristics and gift patterns and scoring prospect data, you can create prospect segments that will be a dynamic, useful and highly effective tool for marketing planned gifts.

Sep 16, 2011

The role of planned giving in a campaign

What the fundraiser wants is cash, but what the donor wants is control of their asset. So a key element to campaign fundraising – or any type of fundraising – is planned giving.

Jun 13, 2011

Planned giving: Lessons from the dead

Planned giving can appear out of reach to many nonprofits, but it's more manageable than you think: Get over your fears, create the right context for the donor, be worthy of the gift and ask.

Apr 15, 2011

Building relationships with professional advisors

With wealthy individuals increasingly turning to professional advisors to help integrate their philanthropy in their overall wealth management, it makes sense for nonprofits to cultivate relationships with donors’ trusted advisers.

Feb 4, 2011

New Year’s resolutions for philanthropic gifting

Whether you are new to charitable gifting or a long-time donor, contributions should be made in a manner that not only benefits the charity, but also accomplishes your income and estate tax-planning goals.

Jul 26, 2010

Planned giving in the face of uncertainty

Nadia Yassa, director of estate and gift planning at the Boston Foundation, discusses strategies for planned giving professionals in this new environment of uncertainty.

Jun 1, 2010

Talking with donors about bequests

Given that bequests make up the vast majority of planned gifts, it’s important to understand when and how to launch an effort to solicit these gifts.

May 8, 2009

New wave of gay and lesbian donors

Gays and lesbians are becoming important new players on the planned-giving stage, says an article from The Los Angeles Times.

Jul 10, 2008

Bay Area pays off for fundraisers

Professional fundraisers in the Bay Area of California are faring well in their pay, with planned-giving professionals receiving the most, an average annual salary totaling $107,141, a new study says.

Jul 7, 2008

Ups and downs of insurance gifts

John Keith, assistant vice president of gift planning at the Indiana University Foundation, highlights the pros and cons of using life insurance as a planned-giving tool.