Current Category: estate

Creating Continuity within the Dynamics of Development

Development professionals have always moved around, but this year it’s happening like never before. Long-time fundraisers are retiring, and the […]

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The Magic of Data-Driven Surveys

Have you tried surveying your donors about planned giving? Have the results been magical or a horror show? Often surveys begin with good intentions and […]

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Is Planned Giving Integral to Your Strategic Plan?

Is strategic planning coming up for your nonprofit? This is a great way to integrate planned giving into your overall strategy. But […]

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Zero Is No Hero When It Comes to Response Rates

It’s your worst nightmare: You send out mailings to prospects about planned giving, and no one responds. A university recently experienced […]

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How Does Your Planned Giving Garden Grow?

It’s the end of August. You know what that means, time to lock the doors to make sure your gardener […]

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Talking to Your Board About Planned Giving

Your board is an essential part of your organization; they represent you in the larger community. They care about the […]

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What Development Officers Can Learn from Marvel

The Marvel franchise is everywhere, there’s no escaping it. Most obvious are the infinite installments in the feature film series. […]

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How Ethical Wills Can Help Your Donors — and You!

Everyone wants to leave a legacy. A legacy is more — and sometimes completely different — than leaving a tidy inheritance. Legacies are built […]

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Turning Pandemic Givers into Planned Givers

Many nonprofits experienced a flood of new donors during the pandemic. You are probably working hard to find ways to […]

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Will Planned Giving Hurt My Other Campaigns?

It’s a common concern—won’t a planned giving campaign hurt my other fundraising efforts? After all, if someone puts us in their […]

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