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Many American families are left to deal with the financial and emotional fall-out left in the wake of their loved one’s death. It’s not often that you think about it, but it’s never too late to get prepared. And getting a customized will done is often very simple and straightforward using an online will service.
Do you struggle to generate exceptional questions for donor interviews? Then struggle no more: This post will show you a guaranteed way to generate thought-provoking interview questions that generate comprehensive, high-quality answers. And the best part is, whether it’s an interview for a donor story, annual report, board report, newsletter story — even a job or candidate interview — all of these skills will translate. Plus, we’ve included 31 sample questions that you can adapt for your next donor interview.
If my name were in your database, it would be flagged as an ideal planned giving prospect. Why? I’m over 60. I own a business and real estate (which can be planned gifts). I have no kids. I give annually to a number of charities.
You should already be promoting the importance of estate planning (and by extension, marketing your planned giving program) to your donors. We offer a simple toolkit to cover most needs. But to really help your donors—who in turn, will help you—you need a free online will planner incorporated in your planned giving website.
Quick Checklist Proof. Proof. Proof. Have someone else review it as well. If possible, read backwards. Don’t forget to: Proof headlines (hedlines are taken for
Life throws surprises when you least expect them—like a panicked bird flying into your car at 7 AM. One minute, you’re enjoying your coffee; the next, you’re negotiating real estate rights with an avian intruder. Estate planning works the same way. Most people ignore it, assuming they have time—until they don’t. A simple accident can erase your legacy faster than that bird escaped my car. The lesson? Don’t be a bird brain. Plan now, because fate (and the IRS) won’t wait for you to open the window.
At the center of receiving a large donation is the cultivation of major donors. Major-donor cultivation is a fundamental piece of fundraising success, but a
Nonprofit collaboration is foundational to increasing your potential donor pool, forging strong bonds with community pillars, and serving your own target population in unique and creative ways.
When a donor is ready to make a planned gift, often their financial advisor enters the picture. Remember, these advisors serve not only your donor
Planning a nonprofit board retreat may sound like a huge undertaking, but it is a vital component of managing a board of directors. Since it
Making Estate Planning Accessible, Simple, Personal, Secure and FREE!
Bequests are up, cash is down. Empower your donors to plan their will and invest their legacy in the cause they support the most.
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