A Day that Changed Planned Giving at My Organization
We send out direct mail a few times a year. Our donor base responded well to direct mail. They enjoyed writing checks! On every direct mail form, there was a checkbox for them to let us know that we were in their estate plans.
Creating a Model to Target Planned Giving Donors
Work smarter, not harder, and develop a model to guide you through the process of finding the likely planned giving donors (or prospects). Using that model you expend resources and time more effectively to find those donors who can make an impact on your organization through a planned gift.
Unlocking the Future: Why Planned Giving is a Must for Nonprofits
Planned giving is more than a financial strategy—it’s a cornerstone of long-term sustainability for nonprofits. Over $84 trillion is expected to transfer between generations by 2045, with $12 trillion earmarked for charitable causes. Yet, only 5.3% of U.S. households currently include a charitable gift in their estate plan, leaving an enormous opportunity for nonprofits to secure transformational gifts that can support their mission for decades.
What Nonprofits Can Learn From The Kansas City Chiefs Success
The Kansas City Chiefs are going for their third straight Super Bowl title this weekend. Many bemoan their success! While they may not like the Chiefs, there is one undeniable thing about them: their success.
Five Reasons Why Planned Giving Is Essential For Every NonProfit
Planned Giving is a fundraising method that offers a higher return on investment than other types of fundraising. This is typically because planned gifts (such as bequests or beneficiary designations) are often large, but cost relatively little to secure. You can start as simple as a page about planned giving on your website and start promoting this impactful way to give.
Understanding QCD’s in 2025
For retirees with a healthy nest egg in tax-deferred accounts, hitting age 73 comes with a new milestone: Required Minimum Distributions (RMDs). While it’s a sign of financial success, those RMDs can come with a not-so-fun side effect—higher taxes! The bigger your account balance, the larger your RMD, which could nudge you into a higher tax bracket.
The Philadelphia Eagles & Philanthropy
The Philadelphia Eagles have a strong reputation for philanthropy, making them one of the most community-focused teams in the NFL. Here are some of the key ways they have demonstrated their commitment to giving back:
Seven Reasons To Ask For QCD’s Early In The New Year
Some donors, especially those required to take Required Minimum Distributions (RMDs), begin planning their financial and tax strategies at the start of the year. Punctual CPAs send their clients information about their RMDs for the calendar year in January or February. By communicating early, nonprofits position themselves as part of these plans before funds are allocated elsewhere.
Why A Balanced Fundraising Approach is More Important Now than Ever
Over my 25 years in philanthropy, a career which I am proud of and thankful for, I have worked with organizations where I was a development staff of one to a large healthcare system where we had fundraisers throughout the United States.
Part 2: Casting a Wide Net: How Online Estate Planning Platforms Can Protect More Americans
Employers are increasingly looking for holistic benefits to attract and retain talent. Including estate planning as part of an employee benefits package is a logical next step. It’s a highly relevant offering that aligns with employees’ long-term financial wellness goals. Online estate planning platforms can partner with benefits brokers and large companies to provide scalable solutions that make estate planning accessible to millions of workers.
