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Who wants $8 Trillion Dollars?

Who wants $8 Trillion Dollars? I honestly can’t think of a nonprofit organization in the world that would say no to that question. But the sad truth is, many organizations are still forgoing significant revenue because of their failure to invest in marketing planned gifts. An estimated $8 trillion is expected to pass to charities…

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Key Takeaways – National Association of Charitable Gift Planners 2018 Conference

Last month, I attended the National Association of Charitable Gift Planners Conference in Las Vegas. This is the premier national gift planning conference, with three days packed with presentations on all aspects of planned giving. I’ve been happy to see an increasing number of panels and discussions focused on marketing – the main driver for…

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The Magic Your Organization Needs—June 14th Session on Mid-level Donors

So often, the situation is the same: you’ve worked hard to acquire loyal, valuable donors. They receive a great series of appeals each year that use innovative strategies and best practices. Maybe you’ve incorporated some Planned Giving marketing and a monthly giving push into your thriving direct mail program. You might even have a robust…

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Merry, Merry or Quite Contrary?

Right before Christmas, President Trump signed the Tax Cuts and Jobs Act, into law. If you are a non-profit, you must be wondering how it will impact your fundraising—and what to do about it. Let’s break it down into five factors (for a more in-depth look, read the full article here. ​ 1. Uncertainty. The…

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