Fidelity came out earlier this year with a very interesting survey entitled The Giving Gap – which looked at “awareness and use of charitable giving methods and vehicles among affluent and high-net-worth donors, and how wealth, stage of life, age, and advisor relationships impact how they give.” Click this link to see the entire report: https://www.fidelitycharitable.org/docs/the-giving-gap.pdf There...
I came across this picture and quote of Stephen Covey (click here to go to the site) in looking for an idea for a client to put something in their annual report just as they are starting their planned giving program. I just can’t let this one go even though I don’t think they will use...
Let’s face it: fundraising departments are under tremendous pressure, sometime to raise ridiculous sums of money in ridiculously short time frames. In other words, the heads of development who are under unreasonable demands need to be laser focused on the bottom line. What does this mean for planned giving? Well, this is underlying story of...
We are pleased to announce fall dates for our popular training programs. The Planned Giving Boot Camp – our original webinar training program that jumpstarts you and your team into this crucial area – for just $350 your entire team can participate – starts again on October 13, 2016 at 12 noon (EST)! This...
Trump Tax Plans – Good, Bad or Ugly for Charities?