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 »