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RESET THE 'WHO' FOR PLANNED GIVING

For many of us, planned giving seems intimidating—all those complex financial instruments and legal terminology. But here's the thing: the donors you need to reach, especially those born between 1965 and 1980, don't want to hear about charitable remainder trusts on your first conversation either. They want to know how they can make a real difference while being smart about their finances.

Gen X donors are hitting their peak earning years right now, and they will be the primary recipients of the Boomer estates. So, they’re thinking about legacy in ways that might surprise you. Let's break down how to reset your planned giving approach to connect with this unique generation.

 

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Topics: Communications, Donor Cultivation, Ask, Fundraising, Endowment Development, Financial Development, Strategy, Fundraising Management, Foundation, Donor Relations, Fund Development, Communication, Planned Giving

STOP PUTTING OFF PLANNED GIVING

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:

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Topics: Fundraising, Endowment, Donor Communications, Endowment Development, Financial Development, Fundraising Management, Planned Giving, Development

AUGUST IS NATIONAL MAKE-A-WILL MONTH

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.

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Topics: Fundraising, Endowment, Nonprofit Leadership, Endowment Development, Strategy, Planning, Estate Planning, Planned Giving, Development

SURPRISE PARTIES AND CELEBRATIONS

Posted by DBD Team

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

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Topics: Endowment, Endowment Development, Planned Giving, Nonprofit

BUSTING ENDOWMENT MYTHS

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!

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Topics: Fundraising, Endowment, Endowment Development, Nonprofit Staff, Fund Development, Planned Giving

REBOOTING ENDOWMENT DEVELOPMENT

Posted by Mike Bussey

At a recent conference, several sessions and related discussions focused on ways to revitalize, reimagine and recharge stagnant endowment development programs. And for good reason!

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Topics: Endowment Development

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