Don’t miss this very special live web presentation from Planned Giving Advisors scheduled for Nov. 10 at 12 pm EST: Post Election Rundown – The impact for nonprofits, fundraising and planned giving When the dust finally settles on the election (and hopefully we’ll know the results within a week!) – nonprofits will have a lot to think...
One of my readers spotted a point that I wasn’t addressing which changes the formula I was so excited about – that even though a donor can deduct up to 100% of his/her AGI in 2020 – that only applies to CASH gifts, gifts of appreciated property like a life estates! I am going to...
Don’t miss this very special live web presentation from renown estate tax attorney Jonathan Blattmachr for fundraisers and planned giving officers: Election Hysteria or Hype? What fundraisers and planned giving officers need to know going into the elections (click to learn more or register) Date/Time: Oct. 28 at 12:30 pm EST (1 hr. presentation with...
Yes, here is the link to a webinar recording that I usually charge for: Discovering Spectacular Success with a Planned Giving Survey. Why am I giving away something that I usually get paid for? The reason is that I have decided to create a Zoom Cohort this fall to help up to 28 nonprofits actually...
As I wrote a few weeks ago, this Virtual Donor Cultivation Events program was a “watershed” event for me, as I realized that I finally need to accept and get acclimated to using this technology. The more exposure to virtual event possibilities, and the more experience you have with it, the better you will be...