The need to develop deeper personal connections with donors and potential donors is vital to any long-term giving strategy. When people feel strongly connected to an organization, they absorb the... read more →
With over 1.5 million nonprofits in the US and growing, one can say that without a strong, well-executed relationship strategy, the opportunity for your nonprofit to receive major gifts is limited, if not improbable. It is... read more →
We spent our last two articles focusing on Form 990 requirements. Now we turn our attention to Form 990 and Financial Statements as it relates to potential funding. We are... read more →
In recent years, thousands of tax-exempt organizations have lost exemption status for failure to file a Form 990 for three consecutive years. In this article, we write about the filing... read more →
Do you feel overwhelmed by IRS Form 990? We want to provide helpful information for newly formed nonprofit organizations that are required to file IRS Form 990 Informational Returns. There will... read more →
Despite today’s technologically inclined society, many clients of our estate planning practice do not use e-mail or even a computer. This is why it is ideal to mail, from time... read more →
It is vitally important for leaders managing nonprofit organizations to understand who may be a “disqualified person” within the nonprofit organization to avoid engaging in transactions that may jeopardize... read more →
1. Poor Donor Cultivation Planned Giving provides a unique opportunity for the organization to build a foundation of support from donors who share a connection with the organization’s mission. However,... read more →
A great gift planner will: Honor Donor Confidences. Making a gift out of estate assets may touch sensitive concerns regarding personal wealth and family expectations for some donors. A great gift... read more →
There are various perceived motives that form the basis of charitable intent. Three prominent economic models that explore altruism include 1) the public goods model, 2) the warm-glow model and... read more →
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