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INSIGHTS: Tips, Tricks and More!

IRA’s Vs 401Ks in Charitable Giving

IRA’s Vs 401Ks in Charitable Giving

The Strategic Path to Giving: IRAs vs. 401(k)s in Charitable Contributions For fundraisers, understanding the nuances of retirement accounts like IRAs and 401(k)s in the context of charitable giving can be a game-changer. By grasping the distinct advantages of each,...

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WHO YOU GONNA CALL?

WHO YOU GONNA CALL?

Anyone can be a planned giving prospect; however some are more likely than others to make a planned gift intention or commitment. Here are some traits and behavior exhibited by donors that could signal that they are a good PG prospect. Loyal...been giving for years No...

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MARKETING PLANS: COMMON SENSE BUT NOT COMMON PRACTICE

MARKETING PLANS: COMMON SENSE BUT NOT COMMON PRACTICE

Marketing can be expensive and, depending on how it’s executed, a drain on internal resources. To get the most return on your investment of time and money, start with a written marketing plan. Your marketing plan can be a simple one-pager that includes: Audience:...

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GIFT ACCEPTANCE POLICIES

GIFT ACCEPTANCE POLICIES

While most planned gifts are simple beneficiary gifts, you will most likely encounter a donor who would like to make a gift beyond the “ordinary.” What will you do when a donor wants to donate their house, business, art collection, or property? Does the property have...

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COUNTING VS ACCOUNTING

COUNTING VS ACCOUNTING

Many people ask me how to count planned gifts. The first thing to keep in mind is that there is a difference between counting and accounting. “Accounting” relates to how gifts are counted with the finance office. These are the numbers we report on our tax returns....

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PG GOAL SETTING AND TRACKING

PG GOAL SETTING AND TRACKING

Few organizations have goals around planned giving. We don’t want to bet on our donors dying, so I am not suggesting you set a goal for realizing planned gifts. I do, however, suggest goals that lead to and include planned gift intentions. Here are some examples of...

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