May
27
2022
Setting up an Endowment
Many charities have an endowed component to their finances. The term endowment often confuses people and they are really unsure what it means. I repeatedly use...
bequest
Apr
08
2022
Putting the K in Kindness
Investopedia says that a K-shaped recovery occurs when, following a recession, different parts of the economy recover at different rates, times, or magnitudes. In 2022, it has...
Mar
25
2022
The Next Gen
There has always been a great concern amongst charities concerning the next generation. So many donors have grave concerns that the next gen will not live...
Jan
28
2022
There seems to be a Disconnect
I have been in the fundraising world the majority of my life and as a professional fundraiser for over twenty-five years. There is a disconnect that...
Mar
19
2021
What to Track in Fundraising
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,...
Nov
06
2020
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...
Apr
17
2020
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...
Oct
18
2019
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...
Feb
01
2019
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...
Mar
03
2017
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...