Give and Take

Photo of smart woman depicting planning her estate
For Donors
Caitlin Fillmore

Women’s Comprehensive Guide to Estate Planning

Estate planning is a critical task for everyone, but for women, it comes with unique considerations. Women need a tailored approach that takes into account their longer life expectancy and evolving roles in society. They need to ensure their legacy is managed according to their wishes. This guide will take you through the essentials of estate planning for women, highlighting its importance, timing, and the key elements you need to consider.

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Building with communication
For Donors
Joe Garecht

How to Use Your Nonprofit Communications to Build a Better Donor Funnel

When we talk about nonprofit communications, we’re talking about all the different ways to communicate with your donors through the written word: newsletters (both snail mail and e-mail), your website, social media, fundraising letters, e-mail appeals, and everything in between. These types of donor communications are essential to your fundraising program and can be used across all phases of the donor funnel.

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searching how to create an online will
For Donors
Viken Mikaelian

How to Create an Online Will to Protect Your Loved Ones 

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. 

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Three people show love heart shape
For Donors
Patrick O'Donnell

31 Quality Questions to Ask Planned Giving and Major Gifts donors and Prospects

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.

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man planning at the computer
For Donors
Viken Mikaelian

Five Reasons Your Donors Need a Free Online Will Planner

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.

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