Sometimes potential donors may want to be engaged and donate to your organization when experiencing a life transition. When... read more →
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 →
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 →
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 →
Nonprofit managers and fundraising professionals acknowledge that effective fundraising has become more complex requiring more time and resources to cultivate sustainable donor relationships. We see the use of analytical technology... read more →
Retirement savings accounted for 34 percent of household assets in the United States in the first quarter of 2014 according to Investment Company Institute. The total value of such retirement... read more →
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