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5 Planned Giving Strategies for Your Donors


It is my experience in dealing with gifting strategies that about two-thirds of all planned gifts to charities fall into that old standby category: The bequest. It’s an easy planned gift. The donor simply inserts…

How to Start a Nonprofit Planned Giving Program


Planned giving is an important—but often easily ignored—component of every nonprofit’s fundraising program. The reality is this: Charitable organizations tend to focus on raising money today through their Annual Fund or major gala event. The…

Is Your Nonprofit Missing Out on Planned Gifts?


For many nonprofit organizations, their planned giving program basically consists of a tiny “Remember us in your will” tagline on marketing materials. I hate to tell you, but that little message probably isn’t going to result…

Lessons Learned from Successful Mergers & Acquisitions

Puzzle Pieces

Is your nonprofit considering a merger or acquisition? If so, congratulations! There can be great advantages to joining forces with another organization that complements your mission. Having managed two acquisitions within three years, I have…

The 30-Year Problem Facing Neighborhood Nonprofits

Rising Interest Rates

Amid tightening budgets, increased costs, and reduced government support for nonprofits, the need for increased philanthropic giving reached new levels in 2013. It shows no signs of slowing. In the face of this tremendous and…

A Primer on Nonprofit “Spending Policies”

IRS Updates - What's On The Horizon For 2018

You may have heard that your nonprofit would benefit from having a clear ‘spending policy.’ But exactly what is it, and why do you need one for your organization’s endowment? To start, an effectively designed…

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