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.
Why IRA Donors are Important Planned Giving Prospects
Every year, if you are over 70.5 years old, you can support a cause you care about AND save on your taxes. If you have an IRA, you can either take a required minimum distribution (RMD) or take a Qualified Charitable Distribution (QCD). The RMD would be taxable, while the QCD is not taxed.
The Strength in Planned Giving
Promoting planned giving shows the strength of your organization. Let that sink in for a moment. Having planned giving as one of the giving options shows how strong your organization truly is.
How to Start or Revitalize Your Nonprofit’s Legacy Society
A Legacy Society is a powerful way to recognize and steward donors who include your nonprofit in their estate plans. Whether you’re launching a new society or breathing life into an existing one, follow these steps to build a thriving program that secures your mission’s future.
How To Start A Planned Giving Program
Starting a planned giving program may seem like a big undertaking, but breaking it down into manageable steps makes it much more achievable. Here are ten steps to get started:
Why Fractional Fundraisers Make Sense
Nonprofits are constantly balancing the need for expert fundraising support with the realities of limited budgets.
Hiring a full-time development director or fundraising team can be expensive, and not every organization has the resources to do so. This is where fractional fundraisers come in—a flexible, cost-effective solution that makes strategic sense for many nonprofits.
