Can you form a sentence—better still a question—with the five words that really excite donors? What are the words? How about: Increase Improve Reduce Save Gain Try this the next time you hear a prospective donor say, “I would love to make an increased gift in support of … [Read more...]
Funding Tuition Through Planned Giving
November 1, 2011 By Leave a Comment
Last month we recommended doing a favor for your donors and members who live on fixed incomes. Imagine now how you can assist parents and/or grandparents who are concerned about tuition payments for the next generation. Today you can offer a planned giving vehicle that can provide attractive … [Read more...]
Planned Giving: A Better ROI than a Bank CD
October 4, 2011 By Leave a Comment
Have you looked at the rates of return that banks pay on certificates of deposit lately? As we age, we are often advised to keep a significant portion of our investments, “short and liquid.” Well, a one year certificate of deposit today—even at Jerry Stiller’s Capital One Bank—is … [Read more...]
Planned Giving in the Small Shop – A Checklist
September 6, 2011 By Leave a Comment
It is challenging and rewarding to be the sole person responsible for the multi-faceted development program of a small nonprofit that seeks maximum diversity in revenue streams. However, in order for an organization to grow and attract gifts at higher levels, a planned giving program is … [Read more...]
Characteristics Of A Successful Planned Giving Program
August 2, 2011 By Leave a Comment
A decade ago I met a donor who was eager to become a Founder of his synagogue on the occasion of a major campaign. But, there was no way that this devoted member, leader and past president, was going to be able to make the minimum gift of $100,000 in his lifetime. The most he thought he could … [Read more...]
Asking for Bequests
July 5, 2011 By Leave a Comment
Getting Your Piece Of The Planned Giving Pie To start a planned giving effort, begin with the planned gift that is easiest to ask for and to deal with once made: the charitable bequest. The charitable bequest accounts for 70% of the gifts and dollars attributed to planned giving. In tact, according … [Read more...]
A Time for Planned Giving
June 8, 2011 By Leave a Comment
We now live in the midst of a “new normal.” The current, unprecedented global economic roller-coaster and political uncertainty impact personal philanthropy. An additional component of the new normal—at least in America—is the increasing concentration of wealth being inherited as a result of … [Read more...]
Interest Rates and Fixed Incomes
January 18, 2011 By Leave a Comment
One of the ways to market planned giving is through consistent, coherent communications that appear in your newsletter. The idea is to stimulate an idea in someone’s mind so that they raise their hand and say, “I would like to know more about how I can save taxes, increase my income and … [Read more...]
Q. Can you give me more information on planned giving?
July 10, 2006 By
A. Bequests, Endowment Gifts, Charitable Lead Trusts, Charitable Gift Annuities, deferred charitable gift annuities, charitable gift of securities, real estate, life insurance, retirement plans, charitable remainder trusts, living/revocable trusts, Totten Trust, or donor advised funds (more … [Read more...]