Category
Planned Giving
Beneficiary Designation Gifts: The Easiest Planned Gift to Ask For
Beneficiary designation gifts let donors leave an IRA, insurance policy, or bank account to your nonprofit with one form. Here's how to ask, and what to say.
QCD Gifts at Year-End: How to Ask Donors 70½ and Older Before December 31
Most nonprofits mention QCDs in one line and hope. Here's who to ask, when to ask, and how to keep IRA gifts from getting lost before the December 31 deadline.
Why Some Donors Are Reluctant to Discuss Planned Giving
Planned giving is a powerful way for donors to leave a lasting legacy with the causes they care about. It allows individuals to make significant contributions through their estate plans, ensuring that their impact continues well into the future.
5 Core Reasons Why Donors Are Hesitant to Share Planned Giving Plans—and How to Address Them
Discover the five core reasons why donors hesitate to share their planned giving intentions and learn actionable strategies to overcome these obstacles, ensuring your organization's long-term financial stability and empowering donors to leave a lasting philanthropic legacy.
The Often Overlooked Traits of Highly Successful Planned Giving Fundraisers
Discover the often overlooked traits that set highly successful planned giving fundraisers apart, and learn how cultivating these qualities can help you secure transformational gifts and create lasting impact for your organization.
Secret Techniques to Elevate Your Planned Giving Conversations Instantly
Discover five secret techniques that will instantly elevate your planned giving conversations, helping you build stronger connections with donors and inspire them to leave a lasting legacy through their generosity.
Emerging Trends in Planned Giving: What Every Fundraiser Should Know
Discover the eight game-changing trends revolutionizing planned giving and learn how to harness their power to secure your nonprofit's future and create a lasting impact.
8 Common Misconceptions About Planned Giving
Discover how debunking eight common misconceptions about planned giving can help nonprofit fundraisers unlock the full potential of this powerful tool and secure their organization's long-term financial success.
Top 10 Tips for Engaging Potential Planned Giving Donors Effectively
Learn ten impactful strategies for nonprofits to effectively engage potential donors, emphasizing the importance of regular communication, family involvement, and persistent engagement even in later years to encourage planned giving.