Posts Categorized: Donor Advised Funds

Navigating the Range of Giving Vehicles

Posted , by Keith Curtis, President. Topic: Donor Advised Funds, Donors, Fundraising, Funds and Funders, High-Net-Worth Individuals, Major Donors, Planned Giving, Webinars and Videos.

In case you missed our most recent webinar, be sure to check out the recording to learn more about the giving vehicles impacting donor behavior and the nonprofit sector. The number of possible giving vehicles continues to rise, from donor-advised funds to Qualified Charitable Distributions, from bequests to stock donations and everything in between. It is critical that… Read more »

Decoding Donor-Advised Funds

Posted , by Keith Curtis, President & Founder. Topic: Donor Advised Funds, Fundraising, Funds and Funders, Gift Solicitation, Giving USA, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Philanthropy Research & Events.

Decoding Donor-Advised Funds As posted at Giving USA Donor-advised funds began in the 1930s, but in recent years these funds have become the fastest growing vehicle in philanthropy. Giving USA recently released a highly anticipated Special Report on Donor-Advised Funds.  You can access the full report on the Giving USA Foundation website. My colleague Victoria Dietz also recently… Read more »

Leaving a Legacy – Let’s Talk Fundraising

Posted , by Keith Curtis, President. Topic: Crisis Fundraising, Donor Advised Funds, Donor Prospects, Donors, Fundraising, Gift Solicitation, Giving USA, Major Donors, Making the Ask, Planned Giving, Webinars and Videos.

Welcome to “Let’s Talk Fundraising”. Vice President Victoria Dietz chats with President and Founder Keith Curtis about planned giving. He recently presented to the Hampton Roads Gift Planning Council about this topic and the results of a national study of planned giving donors conducted by the Giving USA Foundation entitled Leaving a Legacy: A New… Read more »

Donor-Advised Funds Webinar

Posted , by Keith Curtis, President. Topic: Donor Acknowledgement, Donor Advised Funds, Donor Communication, Donors, Government, Major Gifts Programs.

What You Need to Know about Donor-Advised Funds in 2020   It’s not too late. Even if you missed the live webinar on donor-advised funds, we recorded it as well as printed the slides that accompanied the presentation. Keith Curtis and Jeff Giannotto delve into the details of donor-advised funds. You can learn about the… Read more »

Fundraising Focus for the New Year

Posted , by Keith Curtis, President. Topic: Campaigns & Campaign Planning, Development Plan, Donor Advised Funds, Donors, Fundraising, High-Net-Worth Individuals, Major Donors, Making the Ask, Philanthropy Research & Events, Planned Giving.

5 Key Focus Areas to Make Sure Your Fundraising Vision is 2020 By Keith Curtis President and Founder After 30 years of experience partnering with nonprofits, spending time with philanthropists and serving on boards throughout the country, these are 5 fundraising tips we think you should focus on this year. Focus #1: Keep up the good… Read more »

Start Your Year With A Resolution Worth Keeping

Posted , by Keith Curtis, President. Topic: Board Development, Boards of Directors, Campaigns & Campaign Planning, Capital Campaigns, Development Plan, Donor Advised Funds, Fundraising, Preparing for a Campaign.

Make Your New Year’s Resolution: Treat Yourself to Enhancing Your Career Upcoming Events   Hampton Roads Community Foundation Building Excellence Program January 10, 2020 Deadline This program started in 2008 has already provided 21 area nonprofits with ongoing technical expertise to help them develop and implement long-range fundraising plans. There are two nonprofits in the… Read more »