Planned Giving
-
Planned Giving in a Public Health Crisis
- March 30, 2020
- Posted by: Ann Fitzgerald
- Category: Planned Giving
No CommentsDuring a public health crisis people are worried about illness and death, it doesn’t seem like the right time to bring up estate plans. So, as fundraisers, how do we approach this topic?
-
Your Donors, the SECURE Act, and You
- February 11, 2020
- Posted by: David Kulivan
- Categories: AC Fitzgerald, Planned Giving, Planning
Toward the end of 2019, we saw the enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which significantly overhauls the retirement system.
We take a look at a few of the key changes. -
Securing Planned Gifts: The Ultimate Expression of Your Donor Relationship
- August 27, 2019
- Posted by: David Kulivan
- Category: Planned Giving
Planned Giving: Initiating a conversation with your donors about bequest can be challenging if not handled the right way.
-
Reading the Generational Tea Leaves: What You Can Do Today to Reach the Donors of Tomorrow
- August 1, 2019
- Posted by: Ken Marotte
- Categories: Planned Giving, Planning
This year, millennials are expected to surpass the baby boomers as America’s largest living generation. This changing of the guard will have a profound impact on your work and mine.
-
Giving USA and the State of the Union’s Generosity
- July 19, 2018
- Posted by: Ken Marotte
- Categories: Fundraising, Planned Giving, Planning
For those of us who follow the fundraising sector’s latest trends and patterns, it’s Christmas in June! The latest edition of Giving USA: The Annual Report on Philanthropy was released last week, and as usual, it’s brimming with sharp insights you can’t afford to miss. Some of the most significant findings – all relating to U.S. giving in 2017
-
Partners, Sponsors or Donors?
- February 22, 2018
- Posted by: Ann Fitzgerald
- Categories: Fundraising, Planned Giving
Over the years, I’ve had the opportunity to meet with large companies to solicit their philanthropic support for educational initiatives and events. Since nonprofits ask corporations for different gifts such as event sponsorships, gifts in kind or cash donations, they often struggle with how to categorize the relationship: Are corporations partners, sponsors or donors?
- 1
- 2