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.
I picked up my coffee this morning at our local WaWa (for those of you who aren’t on the East Coast, you’ll have to Google that) and drove to our office in Valley Forge, PA. After an uneventful, pleasant drive that gave me a little extra planning time, I pulled into my parking space ready to start the day. I opened the door to get out …
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.
Without a will your grieving loved ones will face the responsibility and expense of untangling your affairs while also speculating about your gift intentions.
The number one reason some nonprofits do not want a will maker on their planned giving website is because they know “better.” Fundraisers are deeply rooted in their belief that a donor should use an attorney to draft a will. True. But it’s not our decision.
In the coming years, it is expected that an economic phenomenon dubbed The Great Wealth Transfer will shake markets up as baby boomer parents begin to leave their wealth and estates to their millennial children
In the coming years, it is expected that an economic phenomenon dubbed The Great Wealth Transfer will shake markets up as baby boomer parents begin to leave their wealth and estates to their millennial children
In the coming years, it is expected that an economic phenomenon dubbed The Great Wealth Transfer will shake markets up as baby boomer parents begin to leave their wealth and estates to their millennial children
Influencing others is a skill that can be learned and developed into an art form. Here are some easy techniques to help you to develop your influence.
Major Gifts LLC
Valley Forge, PA 19460
800.490-7090
484.680.7800 local
Succeed@MajorGifts.com
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