Tag Archives: Successful Planned Giving
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 [...]
The Successful Planned Giving Visit
We tend to needlessly overcomplicate planned giving. One unintended consequence is a failure to build relationships with our donors and prospects. During the 2011 Association for Healthcare Philanthropy (AHP) international conference in Boston, presenters Liz Cahn and Joe Tumolo outlined their steps for a successful fundraising visit: • Make The Time: Schedule out more time [...]
Planned Gifts: The Process that Pays
Planned giving is a necessary process that takes time. It takes time for a prospect to decide to even consider making an estate gift. It takes time for a prospect to decide to meet with his or her estate planning professionals. It takes time for a provision that has been made to come to the attention of the organization. It takes [...]
Where Have All the (Planned) Donors Gone?
A mere 21% of Americans have a will and an expectation to leave money to charity through it, according to a recent national survey by Opinion Research Corporation (ORC) for The Non Profit Times. This is down sharply from a similar study in 2007, which showed just over half either without wills or charitable intent through their estate planning provisions. Women [...]
Planning for Planned Gifts
$10-$15 trillion? The largest ever transfer of intergenerational wealth happening now? Every fundraiser’s ears perk up at these kinds of statistics, but the reality is that most charities will not be flooded with estate gifts because 90% of donor mortality simply results in lost current giving. In fact, in a recent nine-year study that tracked 20,000 Americans over the age [...]
Planned Gifts Checklist
Regardless of the size of your non-profit, you can make planned gifts a part of your culture. Feature planned gift opportunities throughout your development program from your website to your collateral materials. What are some approaches? Planned giving can be intimidating and confusing so use testimonials from current planned gift donors. Share real life examples. [...]
