Category Archives: Planned Giving

Should You Accept ANY and EVERY Donation? Why you need a Gift Acceptance Policy

By David A. Mersky A beloved member of the community died after a long illness. Her husband and her friends wanted to honor her memory with a fund that would sponsor professional development programs. They turned to the organization on whose board the… [Read more…]

Set New Fundraising Goals for the Year? Make Sure You Have the Resources to Succeed

It’s a few weeks into the new year and, hopefully, you have set your new fundraising goals for the year.  And, if you intend to achieve those goals, we also hope that you have a fundraising plan with a stewardship calendar) in place.… [Read more…]

4 Types of Bequests and Estate Gifts

Planned Giving Explained We receive a lot of questions about planned giving.  It is an element of fundraising that everyone knows they should be incorporating, but many organizations don’t know where to start. We would like to help. We are going to do… [Read more…]