Start planning a new route to your destination—a strong foundation of planned giving. Here, you’ll find ideas, inspiration, and tools to improve and enhance your legacy giving program.
5 Steps to Move Donors to “Yes”
In calls, marketing materials, emails, surveys and even in-person events and visits, one of the key techniques for getting your […]
Want to know who has named your nonprofit in their will?
Do you want to know which donors have named your organization in their wills? We can help. When it comes […]
Planned Giving is a Marathon, Not a Sprint
Planned giving isn’t about quick wins. You can mail out a brochure or add a checkbox to your donation slips […]
Make-A-Will Month: Strengthen your Nonprofit’s Future This August
Make-A-Will Month is an annual initiative that focuses on raising awareness about the importance of creating a will and […]
Jim Langley’s Best Tips for Growing Your Estate Gift Pipeline
Jim Langley was a recent webinar guest for our sister company, and he had lots of great ideas for planned […]
The Great Wealth Transfer: Don’t Get Caught in the Flood Without a Plan
What is your nonprofit’s plan to be part of the great wealth transfer? It’s beginning now! A few years back, […]
Understanding Your Planned Giving Pipeline
Every donor is a potential prospect within your planned giving pipeline, but each person is at a different point in […]
10 Tips from Russell James
Russell James recently led a webinar with our sister company, Money for Ministry. While the webinar was aimed at faith-based […]
How Nonprofit Fundraising Can Flourish in Uncertain Times
Feeling unsure about what’s coming down the pipeline this year? You are not alone. From politics to climate to the […]
From Interest to Action: A Conversation Guide for Qualified Charitable Distributions (QCD)
It’s that time of year! Many of your donors will be thinking about making a year-end gift to your organization. […]