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INSIGHTS: Tips, Tricks and More!

Funding Charitable Gift Annuities with Non-Cash Assets

Funding Charitable Gift Annuities with Non-Cash Assets

Introduction In the world of fundraising, innovative solutions are key to maximizing donor contributions and ensuring the sustainability of non-profit organizations. One powerful tool in the fundraiser's arsenal is the Charitable Gift Annuity (CGA). While many are...

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Smile & Dial

Smile & Dial

PG Smiling and Dialing Joe Tumolo, CAP® How many times a day are you picking up the phone to call a loyal donor who is not expecting your call to generate a new planned giving conversation? More and more nonprofits are relying on marketing and online will writing...

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Charitable Lead Trust: The Unicorn of Planned Giving

Charitable Lead Trust: The Unicorn of Planned Giving

When it comes to planned giving, there's a plethora of options available for donors who wish to combine philanthropic efforts with financial planning. Among these, one unique and highly beneficial device stands out — the Charitable Lead Trust (CLT), often dubbed the...

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