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The Great Wealth Transfer is underway. Up to $90 trillion is expected to be passed on from wealthy, older generations over the next twenty years. $60 billion of that is predicted to be gifted in 2024.

If you’ve been neglecting your planned giving efforts - or putting them off entirely – it’s time to stop.

Besides the potential for transformational gifts, your organization should absolutely invest time in seeking planned gifts now for several compelling reasons:

August is Make-A-Will Month. What an opportunity for your organization to raise awareness about the importance of estate planning!

Using the concept of "Make-A-Will" to encourage donors can be a powerful strategy for your planned giving and endowment programs. Here are several ideas you can implement this month to capture donors' attention on this important topic.

Congratulations! The gift agreement is signed, and the joyful donor has made a bequest in their will. As a result, they have become a member of your legacy giving society. They are looking forward to your annual dinner and receiving the regular newsletter. But is that all there is for the next, ten, fifteen, or twenty years?

Organizations with a strong endowment fund generally have a story about how they got there. It's a story of two parties.

In the world of fund development, endowment programs usually get the least amount of attention. This is a shame, because these gifts often represent a donor’s sense of legacy. Why do we put off the cultivation of endowment prospects? I propose that many of us are laboring under false beliefs about developing endowment program. It’s time to bust some myths!

One weekend nearly a decade ago, my wife and I drove 650 miles to a camp in Northern Minnesota to have dinner with our youngest son.

This month, the Donor By Design Group is challenging you to take action, moving from resolutions to results. Today’s topic? Stop thinking about endowment and just do it!  

This month, the Donor By Design Group is challenging you to take action, moving from resolutions to results. Today’s topic? Creating and keeping momentum in your campaign.  

As we come to the end of 2016, we’re taking a look back at the posts that inspired the most conversations on the blog and with our clients. Today’s topic? Asking for a Gift.

If you know me, you know this is my favorite time of the year: FOOTBALL SEASON! Football is a game with four quarters. The fourth quarter can be a critical time in not only the game being played, but also sets the tone for future games yet to be played.