By now, all organizations should have closed off their 2020 (calendar) year. And what a year it was! I can confidently say that for every organization, there was some degree of uncertainty. There were probably some disappointments but, hopefully, there were also some pleasant surprises. But what should charities start examining when looking back...
Continue reading...bequest
Discussions Around the Dinner Table
I am positive that today’s dinner table discussions are more animated than they have been for the past while. Whether it is a discussion about the US election, the pandemic, thanksgiving, or even year-end philanthropy, these conversations are bound to be thought-provoking, to say the least. I was fortunate enough to attend a training...
Continue reading...Some ideas for Helping Charities
As I have written before, we are living in uncharted times. There are millions of people out of work at the moment and most people’s personal investment portfolios have taken quite a hit. That’s the bad news. So what could possibly be the good news? The desire to help out our fellow man has...
Continue reading...A quick Primer on Legacy Giving Prospects
Legacy Giving is likely the single largest donation that an individual will donate in their lifetime. I purposely do not use the term “Planned Giving” because every meaningful gift is planned (even the $2/month)! But how do we identify those folks that have the propensity to leave a bequest to our organization? Believe it...
Continue reading...Is Life Insurance a Charitable Thing?
Life Insurance benefits can be a huge revenue boost for a charity. In Canada, there are really two different ways that a charity can treat a life insurance policy: The donor buys a policy, naming the charity the owner and beneficiary of the policy. The charity pays the premiums annually (since they are the...
Continue reading...The Top 10 Myths About Fundraising Part 1c
Last article, I spoke of Special Events. Here is the next revenue stream that I am going to mention — Planned Giving. Before we start here, can we not come up with a better term — maybe Legacy Giving? ALL meaningful gifts are planned, so what does this title truly mean? Legacy Giving is seen as...
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