When your organization thinks about fundraising, retirement accounts may not be the first thing that comes to mind. But for many donors, IRAs, 401(k)s, and other retirement savings can make… Read More
As the end of the year approaches, you’re probably already talking with clients about tax deadlines, financial decisions, and plans they want to finalize before December 31. Even if you’ve… Read More
Make-A-Will Month may have wrapped up in August, but National Estate Planning Awareness Week from October 19–25 gives nonprofits another opportunity to talk with donors about planning for the future. Read More
A capital campaign, major anniversary, new facility, or other big initiative can give your organization an opportunity to ask longtime supporters to make a significant gift. It can also raise… Read More
Estate planning conversations cover a lot of ground. People are thinking about their families, their assets, the people they want to provide for, and what they want to leave behind. Read More
When it comes to charitable donations, many donors have a preference for directing their funds toward specific programs or projects. While this approach can be rewarding, it often overlooks the… Read More
Procrastination is an all-too-common habit that many people struggle with, particularly when it comes to important financial and estate planning decisions. As William James once said, “Nothing is so fatiguing… Read More
For private business owners, giving stock is more than just a financial strategy—it’s an opportunity to align business succession plans, estate planning, and charitable goals. With recent legal updates and… Read More
The term “endowment” can often feel intimidating, even to experienced fundraising and planned giving professionals—not to mention donors without the same background. However, understanding endowments is crucial for ensuring an… Read More
Discussions about money, especially estate planning, can be emotionally charged for anyone, and they are often made more complicated by the decision of how much wealth to leave children. Striking… Read More