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Fundamentals of Gift Administration

Have you heard this one? An elderly woman decided to make one large charitable gift this year in December but she was not sure which of three worthy organizations to support. In April, as a test, she sent each organization a $100 contribution. The first organization processed the gift according to its usual standards and
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August 6, 2012

10 Reasons Why Legal and Financial Advisors Should Discuss Philanthropy With Clients

1. It’s good for your clients, it’s good for your business, it’s good for society, and it’s good for you. 2. You’ll be surprised how many of your clients are searching for a way to give back to society, to memorialize a loved one, or simply to do good. 3. Clients agree that philanthropy is no more
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August 6, 2012

Donor First Impressions

The prospective donor’s first impression of you and your organization is during the initial contact—usually by letter or phone call. The person who makes that first contact is the person to whom the prospect cannot say no. This is often, but not always, a member of the board. The phone call or letter should be
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August 6, 2012

Endowments and Planned Gifts Work Hand-in-Hand

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August 6, 2012

Endowment Building Programs FAQ

Download this free guide.
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August 6, 2012

Diversifying Endowment Donors

Donors who make planned gifts nearly always are financially secure (which is not to say wealthy), highly acculturated into the American way of life, and involved in a community larger than their own families. They visualize solutions to intractable problems and identify with organizations that provide opportunities for many people, rather than with specific needs
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August 6, 2012

Celebrating the Gift—Personal and Public Recognition

Showing appreciation for planned gifts and honoring the donors who give them are integral to an effective planned giving program and simple good manners. For most of us, however, it is easy to overlook this important aspect of donor services unless we have written standards and procedures that are routinely monitored. These policies can be
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August 6, 2012
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