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Category Archives: Planned Gifts

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 […]

New Year’s Resolutions

Yes, I know, a copout of a blog topic. It’s been a tough year. Nonetheless, what better time to combine a little soul searching and desktop planning? Forgive me for offering, for your consideration, a few possible resolutions for the New Year: 1. Make major gifts a genuine priority of your organization. Support your decision […]

Year-End Gifts of Securities

Jackie Franey, Donor Relations Director at the Communities Foundation of Texas, recently reminded us that yet another year of uncertainty surrounding tax law revisions and economic instability makes charitable year-end planning more important than ever. Ongoing market volatility, combined with increasingly unmet community needs, suggests donors remain cautious and selective about their year-end giving. As […]

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