Sometimes potential donors may want to be engaged and donate to your organization when experiencing a life transition. When there is a major change within a person’s life such as illness, death of a loved one, or even sending... read more →
Mar
23
Dec
23
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 organization as part of their personal unit, making it a locus of much of their social activity. In turn, they... read more →
Nov
13
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 our desire for our readers to have successful major gift programs and not fall into the improbable category. Thus, we provide... read more →
Aug
29
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 in a new era of giving where nonprofits are being judged and evaluated on multiple levels. One way nonprofits are... read more →
Jul
04
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 requirements under the tax law because we believe this tax information is especially important for nonprofits to know. This is... read more →
May
23
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 be several parts to this blog entry where we discuss certain aspects of Form 990 and steps that nonprofits can... read more →
Mar
17
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 to time, a compelling handwritten letter to faithful and consistent donors. These less technologically savvy individuals are possibly more receptive... read more →
Feb
18
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 the organization’s tax-exempt status. A disqualified person generally is a person who has a close relationship to the nonprofit organization... read more →
Feb
07
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, leadership must develop a clear strategy concerning how they will build and sustain donor relationships. Planned gifts generally materialize when... read more →
Oct
30
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 planner recognizes this and is sensitive to a donor’s concerns. Provide Information. The gift planner should be knowledgeable about various... read more →
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