Category Archives: planned giving

How not to leave cash on the table

Margaret King has a suggestion for how to secure a gift without leaving “a wad of cash on the table when you walk out the door.” It’s two words: prospect research. “A few years ago, one of my clients requested rush … Continue reading

Posted in annual giving, charitable intent, donor cultivation, donor management, donors, fundraising, major gifts, philanthropy, planned giving, prospect research, Uncategorized | 1 Comment

Oregon congressman touts charitable rollover

Oregon Congressman Earl Blumenauer is co-sponsoring a bill that would expand and make permanent the IRA charitable rollover that helps donors make charitable gifts from their retirement assets. Conrad Teitell, volunteer counsel for the American Council on Gift Annuities, wrote … Continue reading

Posted in charitable gift annuity, charitable intent, charitable tax deduction, donors, fundraising, IRA charitable rollover, philanthropy, planned giving, Uncategorized | 1 Comment

How to add bequests to the fundraising mix

Any fundraising program gains strength when it includes a planned giving element, and the leading source of planned gifts is donor bequests. That’s what makes next week’s MVDP program so compelling. Tanya Howe Johnson, who led the national planned giving … Continue reading

Posted in bequest giving, donors, endowment, fundraising, major gifts, MVDP, philanthropy, planned giving, Uncategorized | Leave a comment

Planned giving expert to reveal ‘how to’ on bequests and endowments

Debra Ashton, who has developed millions of dollars in planned gifts in a career spanning 37 years, will speak in Salem May 10 on how to set up bequest and endowment programs. Debra is the author of The Complete Guide to … Continue reading

Posted in bequest giving, donors, endowment, fundraising, MVDP, philanthropy, planned giving, Uncategorized | Leave a comment

Ideas for memorial giving

It’s spring, and a fundraiser’s fancy turns to…how donors can memorialize loved ones at Memorial Day, Mother’s Day, Father’s Day and wedding anniversaries. Tony Martignetti has some great ideas on his blog. Tony writes: “Start thinking about your promotion of … Continue reading

Posted in bequest giving, charitable intent, direct mail appeal, donor cultivation, donors, e-mail, endowment, fundraising, marketing, newsletter, planned giving, special events, Uncategorized | 2 Comments

An argument for giving while living

This article from Saturday’s Wall Street Journal offers ideas on how donors can protect their legacies from straying from their original intent. One of the best is overseeing the distribution while you’re still alive or “giving while living.” By ADAM … Continue reading

Posted in bequest giving, charitable intent, donors, major gifts, planned giving, sustainable giving, Uncategorized | Leave a comment

Myths about planned giving will be dispelled

There is huge potential of gifts coming from estate plans, but one of the barriers to securing these gifts is that less than a quarter of people over age 30 are even asked to make a planned gift. Michael Rosen reveals … Continue reading

Posted in bequest giving, donors, marketing, philanthropy, planned giving | Leave a comment