Growing your Nonprofit’s Endowment

Posted , by Victoria Dietz, Executive Vice President. Topic: Board Development, Development Plan, Fundraising, Major Donors, Planned Giving, Webinars and Videos.

Seeds of Sustainability: Growing your Nonprofit’s Endowment This insightful presentation led by Executive Vice President Victoria Dietz and Associate Consultant Ginny Reynolds-Badgett delves into the art and science of growing a nonprofit endowment. Discover proven strategies, expert insights and practical tips to cultivate lasting financial sustainability for your organization. Learn how to plant the seeds… Read more »

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 »

Giving USA 2021: Recorded Webinar

Posted , by Keith Curtis, President. Topic: Crisis Fundraising, Fundraising, Fundraising by Sector, Giving USA, Planned Giving, Webinars and Videos.

Giving USA 2021: Advance Your Fundraising Using National Data and Key Trends   The year 2020 was a year like none other. So, how did the economic, social and political landscape impact charitable giving in our country last year? How does this compare with what you are experiencing? And how can you put the data… 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 »

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 »

National Estate Planning Awareness Week: Focus on Planned Giving

Posted , by Victoria Dietz, Campaign Manager. Topic: Planned Giving.

The Association for Fundraising Professionals and their strategic partners adopted the third week in October as National Estate Planning Awareness Week. Through this initiative, AFP and the Financial Awareness Foundation hope to educate, highlight and celebrate estate planning and the important role nonprofits play in this field. According to the 2012 Bank of America Study of… Read more »

Key Indicators of Planned Givers: Highlights from a Hampton Roads Gift Planning Council Event

Posted , by Keith Curtis, President. Topic: Planned Giving.

Last week the Hampton Roads Gift Planning Council hosted a presentation by Jeff Johnson of The Stelter Company. Jeff shared some key findings from research his company has conducted over the last few years on indicators and behavior of planned givers. I have summarized a few points below. • Among Americans age 40+, people who… Read more »

Still a Young Organization? Don’t Underestimate the Potential for Legacy Gifts.

Posted , by Wendy McGrady. Topic: Planned Giving.

I have recently had the pleasure to work with a fairly young organization that has been named the recipient of many, generous bequests. Younger organizations should not underestimate legacy gifts. If your donors are connected and feel passionate about your organization and its mission, they may be legacy gift prospects. Wills, living trusts, retirement plans… Read more »

Who Makes Planned Gifts?

Posted , by Wendy McGrady. Topic: Planned Giving.

A client recently noted that since they didn’t have any wealthy constituents, planned giving probably wouldn’t work for their nonprofit. While the latest research shows that people who earn $100,000 and above are more likely to leave a charitable bequest, don’t forget about those loyal folks who have donated continuously—even small, annual gifts—to your organization. Frequency… Read more »