NonProfit PRO

APRIL 19, 2022

When a nonprofit implements a planned giving program, there may be unexpected implications when receiving a gift. With planned giving rising in importance, ethically executing responsibilities is a critical question that any sized nonprofit should prioritize addressing.

Ethics 201

Ethics Nonprofits 201

NonProfit PRO

FEBRUARY 13, 2024

Foundation Source acquired PG Calc, expanding its suite of charitable giving solutions and the support and expertise it provides.

Foundations 256

Foundations Technology 256

NonProfit PRO

FEBRUARY 8, 2022

Learn how your planned giving pool is actually bigger than you probably think and deeper into your donor pyramid. Our expert discussion will shed light on the power of integrated data and share dynamic strategies, based on real life donor and fundraising perspectives and best practices.

Fundraising 158

Fundraising Fundraising 158

NonProfit PRO

AUGUST 11, 2021

With more than a third of your annual donations still likely to come, it’s time to buckle down and get intentional about every aspect of your fundraising goals — planned giving included. Here are a few areas of focus you should be considering through the remainder of 2021.

Fundraising 130

Fundraising Fundraising 130

The Chronicle of Philanthropy

JANUARY 23, 2024

By Lisa Schohl Veteran fundraisers and consultants share detailed guidance for how to keep supporters close — and hit fundraising goals — in a complicated year.

Fundraising 276

Fundraising Fundraising 276

Veritus Group

OCTOBER 23, 2023

We recommend being mindful of this change, as donors may wish to review their plans. The post Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving? In 2026, a big change to the tax code will take effect. appeared first on Veritus Group.

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NonProfit PRO

JULY 11, 2022

If you’re not planning ahead, you’re likely missing out on gifts your donors are willing to make. Across the sector, approximately 30% of all philanthropic gifts are made in December. Likewise, many nonprofits receive anywhere from 40 to 75% of their annual support at year-end.

Fundraising 243

Fundraising Fundraising Nonprofits 243

Get Fully Funded

JULY 21, 2022

A planned gift is the ultimate gift a donor can give your nonprofit. And planned gifts can have some surprising benefits. For example, donors who make a planned gift often increase their annual donations to a charity, according to a study in 2019 from the Giving USA Foundation. Planned Giving 101.

Insurance 64

Insurance Foundations Fundraising Fundraising 64

Veritus Group

SEPTEMBER 8, 2023

A lot of fundraisers feel some anxiety around planned giving conversations. The post Getting Over The “Ick” Factor in Planned Giving Conversations appeared first on Veritus Group. Here's how to approach them in a way that honors your donor.

Fundraising 60

Fundraising Fundraising 60

Kivi's Nonprofit Communications Blog

OCTOBER 15, 2020

Many nonprofit communicators shy away from spending much time marketing Planned Giving at their organizations. And it turns out that promoting Planned Giving doesn’t hurt your relationships with donors who give through annual appeals. Here’s one important thing to avoid: Planned Giving calculators.

Marketing 125

Marketing Marketing Advertising Communication 125

EveryAction

AUGUST 29, 2023

Here, Bethany could have more capacity to give. The more you can optimize every donation ask, or tailor each donor’s ask to their specific capacity to give, the more effective your ask becomes. Segmenting by income data is an effective start, but it’s only a start—income alone misses other nuances of a donor’s ability to give.

Children 85

Children Philanthropy Charitable Organizations Energy 85

Get Fully Funded

NOVEMBER 9, 2023

Imagine this scenario—your nonprofit wants to diversify its fundraising streams , specifically with planned giving. You meet with the donor, explain that your organization is exploring new types of giving programs, and ask if they’d be open to creating a bequest gift in their will. Learn more about planned giving as a team.

Education 52

Education Education Energy Production 52

Bloomerang

JUNE 28, 2023

Here are practical tips on how to engage your aging donors and encourage planned gtiving. These tips include how to make a planned gift request without making it awkward. Older adults tend to be more actively engaged in charitable giving and are more likely to make substantial donations. What age group should you target?

Education 83

Education Education Activism Philanthropy 83

Bloomerang

AUGUST 2, 2023

It’s a significant opportunity to increase your nonprofit’s planned gifts by making your donors aware of this. Charity Navigator has documented that 10% of overall giving comes from bequests made by Wills. According to Giving USA, the average planned gift in the US is more than $78,000 per donor’s estate.

Participation and motivation 83

Participation and motivation Insurance Communication Fundraising 83

Foundation Group

NOVEMBER 14, 2022

The post The Ultimate Giving Tuesday Promotion Plan appeared first on Foundation Group®.

Foundations 82

Foundations 82

The Chronicle of Philanthropy

NOVEMBER 27, 2023

Phillip/AP Monica Fulton, of Houston, sees her giving and volunteering as a way to make a difference, something she has tried to pass on to her children, who are now 18 and 20 years old. Among their motivations: a serious illness of a friend or loved on and a lesson for their children in how to improve their communities and beyond.

Children 223

Children Associations 223

Nonprofit Leadership Podcast

JULY 1, 2023

While not many nonprofit leaders discuss the topic of planned giving, it can be a critical strategy for building a sustainable and robust nonprofit. Planned giving includes fundraising tools such as endowments and strategic reserves.

Fundraising 52

Fundraising Fundraising Nonprofits Nonprofit Leadership 52

Marketing for the Modern Nonprofit

FEBRUARY 2, 2023

Does your nonprofit have a planned giving program? Planned giving can be a great way for your nonprofit to weather the storm of recessions and uncertain economic periods. To listen to the full interview with First Tee of Greater Akron visit bloomerang.com/nonprofit-nation.

Nonprofits 52

Nonprofits Management Marketing Marketing 52

Candid

OCTOBER 24, 2023

We all know how important year-end giving is for nonprofits. Social media is an important part of this plan and can help drive donations. But beyond that, there’s another way to use social media that your nonprofit should consider for making the most out of the giving season. This is another great way to build community.

Activism 59

Activism Nonprofits 59

iMarketSmart

MARCH 29, 2023

Are the words you’re using in your planned giving language the most effective way to communicate with donors? Everyone understands what ‘last will and testament’ means, and we’re familiar with the idea of giving to charity as part of that. Twice as much interest was recorded in ‘will planning’ compared to the other two phrases.

Insurance 52

Insurance Fundraising Fundraising Associations 52

NonProfit PRO

SEPTEMBER 20, 2022

These worries are inspiring greater giving with 59% of donors saying they are considering giving more to charity this year. Fidelity Charitable released data illustrating the significant concern donors feel about economic volatility in 2022.

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Fundraising Coach

SEPTEMBER 23, 2020

Today's guest post is from planned giving expert Tony Martignetti. Tony is the host of Nonprofit Radio and the creator of the Planned Giving Accelerator. 10 Tips for Creating a Highly Effective Planned Giving Appeal. Planned Giving appeals, however, are a different sort of animal.

Fundraising 117

Fundraising Fundraising Nonprofits 117

Foundation Group

JANUARY 3, 2023

The post How to Incorporate Planned Giving into Your Capital Campaign appeared first on Foundation Group®.

Foundations 75

Foundations Management Nonprofits 75

The Chronicle of Philanthropy

JULY 10, 2023

Prest and Maria Di Mento Megan Briggs, Getty Images Retired basketball great Charles Barkley has pledged Auburn University, his alma mater, $5 million to endow scholarships for Black students.

Universities 178

Universities Children Health 178

The Killoe Group

APRIL 26, 2023

The post Giving Days: The Guide to Planning Your Next Campaign appeared first on OneCause.

Fundraising 59

Fundraising Fundraising 59

Bloomerang

APRIL 24, 2021

Today’s question comes from a nonprofit leader who needs advice on identifying planned giving prospects through predictions and analytics. . Dear Charity Clairity, My board wants us to develop more planned gifts and I’m wondering about purchasing planned giving analytics so we can better identify likely prospects.

Volunteerism 63

Volunteerism Volunteerism Leadership Education 63

The LAPA Blog

SEPTEMBER 23, 2022

Year-end giving is on all fundraisers’ minds right now—we all want to have the best returns possible. Last week, we described what’s ahead for year-end giving in 2022; you can read about that here. The post Include Your Board Members In Your Year-End Giving Plan appeared first on LAPA Fundraising.

Leadership 52

Leadership Fundraising Fundraising 52

Tony Martignetti

SEPTEMBER 12, 2022

Vidya Moorthy: Planned Giving For Eastern Donors Cultural and familial differences between East and West raise issues for Planned Giving fundraising. Turn Two Communications: PR and … Continue reading Nonprofit Radio for September 12, 2022: Planned Giving For Eastern Donors ? I love our sponsors!

Education 52

Education Education Culture Nonprofits 52

The Chronicle of Philanthropy

APRIL 4, 2023

By Rasheeda Childress Getty Images Personal finances and inflation are weakening people’s confidence.

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Finance 208

Blue Avocado

OCTOBER 21, 2022

Article In Brief: The Problem: Planned giving is a fundraising term that is daunting to many in nonprofits due to a mistaken belief that it takes too much time. The post It’s Not as Scary as You Think: 10 Easy Steps to Launch a Planned Giving Program for Your Nonprofit appeared first on Blue Avocado. The […].

Nonprofits 69

Nonprofits Communication Fundraising Fundraising 69

Fundraising Coach

SEPTEMBER 23, 2020

Today’s guest post is from the “Planned Giving evangelist,” Tony Martignetti. Tony is the host of Nonprofit Radio and the creator of the Planned Giving Accelerator. 10 Tips for Creating a Highly Effective Planned Giving Appeal. You can follow him on Twitter @TonyMartignetti.

Fundraising 52

Fundraising Fundraising Nonprofits 52

NonProfit Leadership Alliance

APRIL 28, 2024

To help you grow into a modern leader, we’ll explore these common nonprofit management skills you can (and should) develop at your own organization: Marketing Fundraising Public Speaking Interpersonal Communications Relationship-Building Strategic Planning Delegation Budget Allocation Problem-Solving Before training your team, invest in yourself.

Nonprofit Management 232

Nonprofit Management Management Public and Nonprofit Management Public and Social Policy 232

iMarketSmart

FEBRUARY 1, 2017

How many highly qualified planned giving leads did you generate for my nonprofit last year? Are we their top choice for giving? The post 5 questions to ask your planned giving marketing vendor appeared first on MarketSmart | . How many of those leads could also be major gift donors? So what are you waiting for?

Marketing 66

Marketing Marketing Technology Foundations 66

iMarketSmart

MAY 9, 2016

Because it included giving behavior of people in the U.S. What he found was the following: The average annual gift among those studied increased by 75% ($3,171) after making a planned gift. Russell James About Planned Gift Marketing. >> Words That Work: Phrases that Encourage Planned Giving. Tweet this!

Marketing 60

Marketing Marketing Fundraising Fundraising 60

iMarketSmart

SEPTEMBER 25, 2015

Instead, give them offers that provide value first. Related Posts. >> 9 content offers that work well to generate planned giving leads. >> The Ultimate Planned Gift Marketing Strategy (4 simple steps). >> How to Generate More Planned Gifts with Less Money and Reduced Resources. LEARN MORE. LIKE THIS POST?

Ethics 61

Ethics Values Marketing Marketing 61

EveryAction

MAY 9, 2018

One of today’s biggest areas of growth for nonprofit fundraising is Planned Giving. It is estimated that over the next 25 years nearly $6 trillion will transfer to charitable organizations through bequests, trusts and other planned gifts. What is Planned Giving?

Public and Nonprofit Management 40

Public and Nonprofit Management Nonprofit Administration and Development Nonprofits Management 40

EveryAction

MAY 21, 2018

Planned Giving is a steadily growing area of focus for nonprofit fundraisers. With such a large group of potential donors waiting to be engaged, more and more nonprofits are devoting time and resources to Planned Giving programs. Make a Planned Giving option visible.

Nonprofits 40

Nonprofits Healthcare Environmental Universities 40