For years, I’ve been working on a powerpoint slide showing the tidal wave of the Great Wealth transfer (in projected numbers, of course) finally arriving. I am not quite there yet on that particular slide but I have started to cull together very interesting data that shows the waves are beginning to swell! Got your...
Right now, I am grappling with two potential complex gifts – as complex as they get. One I am encouraging a smooth, careful approach to accepting it while the other I am pushing back against. The question is why? The smoothing sailing one is a gift annuity funded with real estate! If you have ever...
I would be a fool or a liar if I said that planned giving was all about immediate results (i.e. countable money). In fact, we know it typically takes many years of consistent marketing and promotion for money results to show from planned giving efforts. Of course, as a consultant, the time frame that I am often...
Planned Giving “Boot Camp” For Fundraisers – 6-Session Course Curriculum (Webinar Version) THE NEXT BOOT CAMP IS SET TO RUN ON 6 Wednesdays, May 11th thru June 15th, 2016, FROM 12 PM (EASTERN… Source: Planned Giving Boot Camp
Thinking about planned giving as a career – particularly if you are already a fundraiser? Here is a question that a colleague and I fleshed out recently that should give you a good idea about a very significant difference between your role as a planned giving fundraiser and that of a major gifts officer. Does...