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Category: Planned Giving

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.

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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.

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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.

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Turning Recurring Donors into Planned Giving Donors

The donors that give to you automatically every month show how much they trust you with every transaction. Your shared mission is so important to them that they give you their credit card number and allow you to charge money every month on it. That level of trust cannot be underestimated.

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Nonprofits: The Business Case for Integrating Estate Planning into Your Fundraising Strategy

For nonprofits, the challenge of sustaining operations and funding mission-critical initiatives is ever-present. Many organizations focus heavily on annual giving campaigns or a handful of fundraising events, leaving a critical opportunity untapped: a dedicated planned giving strategy. Integrating estate planning into your fundraising plan can unlock a steady stream of future contributions, ensuring long-term financial stability and deepening donor relationships.

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Building Long-Term Funding Stability for Nonprofits: The Value of a Planned Giving Suite 

Nonprofits face an ongoing challenge in maintaining consistent funding to support their missions. Annual giving, while essential, often fluctuates due to economic conditions, donor preferences, and unforeseen events. These ebbs and flows can create operational disruption and jeopardize long-term plans. To counteract this instability, nonprofits increasingly recognize the importance of planned giving programs—a sustainable approach to securing future funding. However, implementing such programs can be daunting without the right tools and expertise.

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Commit to a Planned Giving Program by Going “Fractional”

For many nonprofits, planned giving can be a lifeline for financial stability and growth. Yet, many organizations lack the resources to establish and maintain a vibrant planned giving program. With limited budgets, hiring a full-time planned giving officer often feels out of reach. However, bringing on a dedicated fractional planned giving resource offers an innovative solution to this challenge.

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