Fundraising: Planned Giving

What’s Coming – The Next Seven Weeks of the Fundraising Blog

By Hank Lewis, MA, CFRM on April 16, 2014

April 23: Keeping Your Bucket Full … With Direct Mail by Jonathan Howard The national average rate of donor retention (that’s the number of donors who gave in two consecutive 12-month periods) is a horrendous 35 percent. April 23: Events In Private Homes: Part II by Hank Lewis Education, Cultivation & Stewardship – What can/should […]

1. How Many Development Staff Are Needed…? & 2. Events In Private Homes – Part I

By Two Blog Contributors on April 9, 2014

1. How Many Development Staffers Do We Need … to Attain Our Fundraising Goals? by Tony Poderis I’ve often been asked about a formula/guideline for determining the number of development staff needed relative to an organization’s fundraising goals? I always reply, strongly, that “there’s no such animal.” There simply cannot be such a formula developed […]

1. Statistics in Grant Proposals & 2. Intro to Planned Giving – Part II

By Two Blog Contributors on March 12, 2014

1.
Using Statistics Accurately/Effectively in Your Proposals
by Jayme Sokolow

Statistics can be used or abused, especially in grant proposals. However, there are steps you can take to use numbers accurately, and in ways that promote understanding.

2.
Events In Private Homes: Part I
Education? Cultivation? Solicitation? Stewardship?
by Hank Lewis

An Executive Director wrote that, “A donor has offered his home for a private event … [but that she (the ED) has] always shied away from these b/c no one can agree what the purpose/format should be….”

1. Intro to Our New Series on Planned Giving & 2. A Piece on Mission Statements

By Two Blog Contributors on March 5, 2014

1. Introduction To Planned Giving – Part One by John Elbare If you have been involved in fund raising for any length of time, you have heard about planned giving, which, at first glance, may seem highly technical and downright geeky. You may have heard others say things like “We’re not ready for planned giving,” […]

What’s Coming – The Next Seven Weeks of the Fundraising Blog

By Hank Lewis, MA, CFRM on February 19, 2014

Welcoming the two new members of our writing team, Jon Howard & John Elbare

February 26:
Direct Mail, Direct Response: An Introduction
You Can Help Save the Combined Federal Campaign – Part I

March 5:
Introduction to Planned Giving – Part I
A Mission (Statement) Impossible

March 12:
Statistics In Grant Proposals
Events In Private Homes: Part I

March 19:
You Can Help Save the Combined Federal Campaign – Part II
How Do You Deal With Grant Deadlines

March 26:
Events In Private Homes: Part II
Building Blocks of Direct Mail

April 2:
Making Your Nonprofit Conference A Special (Fundraising) Event
Events In Private Homes: Part III

April 9:
How Many Development Staffers Do We Need to Attain Our Fundraising Goals?
Introduction to Planned Giving – Part II

Stewardship: Because Wills Can Be Undone

By Tony Martignetti on November 21, 2013

Last month I went deep into Bequest Promotion Channels. This month, Stewardship. The donor who has included your charity in their will can change their mind and undo their gift at any time. Why does that matter? It matters because you need to steward your bequest donors well, so they don’t change their minds. You […]

More Promotion Channels: Bequests VI

By Tony Martignetti on October 17, 2013

Last month I focused on IRA gifts, now I’m back to bequests, picking up from August … with strategies other than direct mail to promote bequest giving. (See Tony’s previous posts on Planned Giving.) If you haven’t got the budget for direct mail, these are for you! If you’re using direct mail, augment it with […]

Another Approach to Getting Bequests

By Hank Lewis, MA, CFRM on September 24, 2013

Unlike all of the other planned giving mechanisms, a bequest program doesn’t require major technical expertise and specific financial instruments. It’s easy, it’s fast, it can pay off substantially, and the dollars from bequests comprise close to 90% of all planned gifts. Many non-profit organizations refuse to get into planned giving because of the perception […]

IRA Gifts For Your 4th Quarter

By Tony Martignetti on September 19, 2013

I’m taking a hiatus from bequests to help you get IRA gifts for your year-end appeal. Passed on January 1, 2013, the American Taxpayer Relief Act of 2012 renewed charitable giving from individual retirement accounts (IRAs) for those 70-and-a-half or older. This gift opportunity ends on December 31 so the remaining months of the year […]

The Foundation of Your Planned Giving Program: Bequests V

By Tony Martignetti on August 15, 2013

In July I explained why bequests are the most popular planned gift. See the Planned Giving Series. This month I’m going into detail on why most bequest donors decide not to tell you that your charity is in their will. I’ve seen estimates that between two-out-of-three and seven-out-of-eight donors will keep their charitable bequests to […]

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