The Fundraiser’s Toolkit for Planned Giving
The most important step in any process is simply starting! How many of us have put off something we need to do around the house for way too long? We need to get our tools and get started! It is the same with planned giving. Don’t wait to start talking about planned giving, just talk about it!
BAM! Online Estate Planning Helps Smaller Financial Advisory Firms Compete Against the Big Guys
As more consumers look for financial advisors who can provide comprehensive, tech-enabled services, offering estate planning is quickly shifting from “nice-to-have” to “must-have.” Advisors who incorporate services like LifeLegacy not only stand out but also position themselves as true fiduciaries who care about their clients’ total financial picture.
The Ultimate Win-Win: What An IRA Does for You and Your Donor
A Qualified Charitable Distribution (QCD) is a powerful tool that allows IRA owners to donate directly to qualified charities, bypassing the usual tax implications of IRA distributions.
A Gift, A QCD, and An Impact
Encouraging donors to give from their IRA is a creative way for a donor to give with impact and save on taxes. The impact is the same whether a donor gives from their bank account or their IRA. A QCD gift is a win-win!
Rise of AI in Fundraising: How Nonprofits Can Get Started
AI is becoming increasingly popular in the nonprofit sector. Learn how your organization can get started and use AI to improve its fundraising strategy.
More Than Money: The Tech Stack Today’s Clients Expect from Advisors
Financial advisors affiliated with broker-dealers, IMOs, FMOs and other marketing organizations are always on the lookout for tools that provide a competitive edge. In today’s digital age, technology not only streamlines operations (think the elimination of “not in good order” (NIGO) applications), but also enhances the overall client experience, leading to deeper relationships and greater lifetime value.
Modern Advisors Offer More: How Online Estate Planning Sets You Apart
Why should financial advisors offer an online estate planning suite to clients? Here are a few key reasons to consider offering this valuable tool from LifeLegacy:
The Planned Gift that Changed More Than My Organization…
We sat by the river, watching it run the same way the idea we had been talking about was running full steam. His philosophy was “ready, fire, aim!” All of us were just trying to catch up and put a framework around his dreams.
Why a Planned Giving Section in Your Policies and Procedures Manual is Essential
A well-crafted policies and procedures manual is essential for any non-profit. It helps guide how money will be received, how gifts will be entered into your CRM, and what gifts will be accepted and what gifts will not be accepted, among other things.
4 Reasons Your Company Needs a Corporate Giving Program
Corporate giving programs benefit companies, nonprofits, and the overall community. Learn why your company should start one of these high-impact programs today.
