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“The secret of getting ahead is getting started.”

Mark Twain

We know you are probably on board with planned giving, or legacy giving, as we like to call it around here. Who wouldn’t want to fundraise at the lowest cost per dollar raised? Who wouldn’t want a sustainable source of revenue for the future? And who wouldn’t want to engage more with their donors, building a deeper connection and working with them to connect on what’s next for the future of your organization?

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It’s hard to tell how your earliest jobs will fit themselves into your overall working life. I had some of the usual teenage jobs, such as babysitting and a paper route. But one job, the one I could do in my bathrobe, led me down a path that still influences my work today.

And it’s all my father’s fault. (Or something like that.)

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Ahhh, January – that season of palm trees and swimming in clear blue water.

“Wait, what’s going on Julia?” you might be thinking. “I thought you lived in Canada, on the west coast of British Columbia, where there is the occasional palm tree in someone’s back yarn, but it always looks kind of sad and lonely and occasionally is dusted with snow.”

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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

 

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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

I knit socks.

Since I started to knit twelve years ago, I’ve knit a few other things: a dress, a sweater, and several baby blankets, but I keep coming back to socks.  Read more