Posts

So you get it. You always knew it mattered, but now your boss or your board finally recognize that this legacy giving thing is an opportunity and you need to take action. But when? Read more

Imagine this math problem:

You have an unknown amount of money that will appear at an unknown time and will fund unknown areas at your organization. Give me the number I should put in next year’s budget for legacy giving revenue.

Hmmm, not so easy.

This is the reality of forecasting legacy giving. Read more

“Dogs have no money. Isn’t that amazing? They’re broke their entire lives. But they get through. You know why dogs have no money? No pockets.” ~ Jerry Seinfeld

 

Read more

Whew, what a relief, the presentation is over AND it went well. Julia and I were workshop presenters for the 2018 CAGP National Conference in Winnipeg. We presented “Wisdom of the Ages, Building Successful Intergenerational Relationships” to 50 conference attendees. Creating refining and presenting with Julia was a highlight for me. She was brilliant and we had fun. Read more

Want to be inspired? Check out this cool animated video below from Remember a Charity, a UK based organization.

 

Are you ready? How can you tell if your organization ready for a proactive legacy giving program?

Today’s quiz will focus on what you need to be ready for legacy giving at your organization. In case you are unsure about what I’m referring to, legacy giving, (also known as planned giving,) is a particular kind of fundraising: inviting your existing donors to consider leaving a gift to your organization in their will or estate plans. This kind of giving is a way for a donor to take what is important to them now and extend that far into the future, leaving a legacy that matters. Read more

Are you ready? How can you tell if your organization is ready for a proactive legacy giving program?

Legacy giving, or planned giving, is a particular kind of fundraising: inviting your existing donors to consider leaving a gift to your organization in their will or estate plans. This kind of giving is a way for a donor to take what is important to them now and extend that far into the future, leaving a legacy that matters. Read more

It really is all about our stuff. I admit that I have a plethora of stuff.

We make noises about leaving a legacy. Filling out a university scholarship started long ago. Leaving money for a program or to enable a building to be furnished and useful. Read more

Back to basics series: this post covers the basics of legacy giving. If you’re new around here, you might find it especially helpful. Go ahead and check out #backtobasics for other articles covering key concepts.

How fundraisers talk about people who make a legacy gift:

Like every industry, fundraising is full of its own technical jargon. Here are some terms that are helpful to understand exactly what will be happening at that professional association breakfast that you are going to be attending next month. Read more

Back to basics series: this post covers the basics of legacy giving. If you’re new around here, you might find it especially helpful. Go ahead and check out back to basics for other articles covering key concepts.

Charitable gift annuities, changes to CRA guidelines, and insurance rates.

Are you feeling confused yet? Or overwhelmed? Are these terms bringing up a little bit of anxiety that you might not know enough about them? Maybe you know a little bit, but not enough to feel comfortable to speak with a DONOR about them?

Read more