Major Moves

Lessons from an Early Bird (and Other Unwelcome Guests)

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.

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Enter the Advisor  

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

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Low Response to Planned Giving Newsletters? Here’s What You’re Doing Wrong  

If you have been in the fundraising industry for a while, you probably remember a time when planned giving newsletters were a surefire way to connect with donors. While the majority of people still prefer direct mail as a form of communication over e-mail, the popularity of planned giving newsletters has dwindled. Planned giving newsletters still produce benefits and are an important tool in hitting donation targets, but they must be sent with a clear strategy and must target the correct people. 

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GIVING magazine, Karen Alonso on Cover, United Way Las Vegas, AFP Chapter President

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