fundraising
Friday Fundraising Update – Planned Giving – 10-23-15
The Friday Fundraising Update collects fundraising industry insights and success stories and delivers them to you each Friday from Ruffalo Noel Levitz.
We had so much positive feedback from our planned giving post from earlier this week – thank you! This Friday, we will continue the conversation on planned giving with a litany of great resources.
Don’t forget about planned giving
Michael Rosen writes a compelling piece on his blog on the importance of planned giving as part of your organization’s fundraising efforts, particularly as the calendar year draws to a close. He reminds us that not all planned gifts = deferred gifts!
Inspire planned giving donors
MarketSmart reminds us to focus on the right reasons when discussing planned giving opportunities with donors.
Identify planned giving prospects
Here is a thorough piece by Donor Search on best practices in identifying planned giving prospects for your organization.
White paper: The Next Generation of Planned Giving
Planned giving can be a perfect way to marry your organization’s long-term needs with the donor’s interests and assets. With more people in the United States drafting their first wills in their 40s, targeted conversations about planned giving should start earlier than they did a generation or two ago.
Download this white paper and learn:
- Which planned giving programs are appropriate for organizations.
- How to identify potential planned giving donors, even those 10-20 years from retirement.
- How to evaluate the ability of a planned donor to give vs. their desire to make a donation.