When going into a meeting with someone who you want to introduce legacy giving to, do you have a “legacy opener”? By that, I mean a question that challenges your prospect to discuss their feelings about their legacy with your organization. In a mere few words, you can set in motion all of the thoughts...
Check out this 50 minute webinar presentation that is a follow-up to my previous blog post.
Throughout my 20+ year career in law and planned giving, I see various patterns that emerge that are sometimes frightening and clearly give us (nonprofit fundraisers) reason for concern. One such area of frightening incompetence (as it turns out) is simple endowment management. That includes the investment of “endowment” monies. Sure, it is very troubling...
Your nonprofit has an ironclad gift – in some trust or an irrevocable pledge for a bequest intent. Things do NOT go as expected and in fact, your institution is entitled to go after someone or an estate to recover funds. Do you sue? My experience has shown that nonprofits usually do NOT go after...
If you have been reading my blog for awhile, you’ll know that I don’t like holding back from readers so I am feeling that I need to “spill the beans” from my last post (where I only gave a teaser but no answer). Here are the facts: Sent one beautiful post card (with easy, prepaid reply...