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.
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.
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.
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.
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.
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.
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.
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.
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.
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.