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Planned Giving

  • Planned Giving in a Public Health Crisis

    • March 30, 2020
    • Posted by: Ann Fitzgerald
    • Category: Planned Giving
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    During 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?

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  • Your Donors, the SECURE Act, and You

    • February 11, 2020
    • Posted by: David Kulivan
    • Categories: AC Fitzgerald, Planned Giving, Planning
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    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.

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  • Securing Planned Gifts: The Ultimate Expression of Your Donor Relationship

    • August 27, 2019
    • Posted by: David Kulivan
    • Category: Planned Giving
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    Planned Giving: Initiating a conversation with your donors about bequest can be challenging if not handled the right way.

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  • 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
    No Comments

    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.

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  • What Can Nonprofit Fundraisers Learn From Higher Ed?

    • October 22, 2018
    • Posted by: Nathan Wirebaugh
    • Categories: Fundraising, Giving Clubs, Major Gifts
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    Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? Its own people.

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  • Giving USA and the State of the Union’s Generosity

    • July 19, 2018
    • Posted by: Ken Marotte
    • Categories: Fundraising, Planned Giving, Planning
    No Comments

    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

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