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Category Archives: Planned Gifts

Take Your Planned Gifts Program to the Next Level

by Patti Lyons, Executive Partner, Pride Philanthropy Highly motivated, charitably inclined people have been making bequests and other gift provisions in their property distribution plans for several hundred years. The wealthiest have made and continue to make substantial provisions to create foundations, endowment funds and trusts that benefit numerous charitable organizations. Every fundraising professional knows […]

Gifts of Stock: It’s Now or Never

by Patti Lyons, Executive Partner, Pride Philanthropy With the year-end approaching and the stock market at a historic high, fundraisers should be routinely communicating with their donors and prospective donors about making new gifts or completing current pledges with gifts of appreciated securities. Even sophisticated donors don’t always understand the advantages of giving stock versus […]

Planned Gifts: How To Ask for Bequests

There is a correct way to ask for bequests and planned gifts – it involves planning and care when producing and presenting materials to your donors. Here are some tips: Identify your best donors. Make sure you know the background of the donors you approach to see if bequests are something that fits their estate […]

For Hospice, It’s All About Gift Number Two

by T. Christian Rollins, MBA, CFRE, Chief Development Officer of Samaritan Healthcare & Hospice, and author of TRUISMS of Fundraising. First the good news: many hospice organizations receive an impressive number of memorial gifts. Now, the bad news: that heartfelt remembrance is far too often the donor’s first and last gift. While memorial gifts are […]

Hospice Fundraising: Focus on Major Gifts

by Joni King, Senior Vice President, Pride Philanthropy As more people live longer with more complex terminal illnesses, hospice organizations know that the need for their services will continue to rise.  In tough times ahead, they predict that funding for care delivered by hospices will be further squeezed, putting more pressure on their fundraising efforts.  […]

The Intergenerational Transfer of Wealth

Last year’s stock market surge has served as the catalyst for the intergenerational transfer of wealth that experts have been touting for years as is “ the next big thing” in fundraising. Indications are that charities will be receiving a glut of large gifts In 2014 and beyond as the aging baby boomers continue to […]

Planned Giving: What You Really Need to Know

The development professional in a small shop has to wear many hats. At any given moment he or she may be executive director, major gifts officer, volunteer coordinator, special events director, database administrator, or controller. Somewhere in there we also need to carve out enough time to keep a planned giving program on the field. […]

Autumn Leaves

Hear that rustling sound? Could it be the autumn wind?  Perhaps falling leaves?  Or is it the turning of the calendar, revealing the fourth quarter?  It could even be your donors, opening their year-end appeal, or their checkbooks. Yep.  Another year has turned into the home stretch.  It’s time for the sprint to year-end. Development […]

Death and Taxes

Nothing is certain, it is said, except death and taxes. Now that another tax season has come and gone – and legislative changes to the charitable income tax deduction have again been proposed – those of us in the development field can also count on speculation about the extent to which tax considerations drive planned […]

Still Putting Off Planned Giving?

One need not look very far to find a development program with a planned giving effort not yet up to speed. Many reasons are cited: We’re in a capital campaign, we don’t have enough staff, or I just don’t know enough about it. The greatest opportunities appear to be found in the small shop. Here […]

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