It is becoming increasingly clear that social media can be a tremendous tool for annual giving shops seeking to engage donors. While annual giving has found value in social media, where does planned or major giving stand? Is there value waiting to be tapped? I believe social tools have reached a stage of maturity that […]
Donor-advised funds are a thriving, expanding tool for strategic philanthropy. In this week’s Client Advisory, Bentz Whaley Flessner presents three ideas to consider to ensure your organization is prepared to maximize the number and dollar amounts of distributions from DAFs.
Work smarter and not just harder in 2015 to secure transformation major outright and planned gifts.
The news this week that October’s IRS Discount Rate will drop to 1.4%, the lowest rate ever, puts downward pressure on our ability to market gift annuities and charitable remainder annuity trust gifts because of the slide in the charitable deduction available.The good news, however, is that this historic combination of the lowest discount rate […]
A fundraiser’s ultimate job is not to raise funds–it is to build relationships. Learn how to create purposeful and strategic cultivation by following these six steps. Posted with permission, Association for Healthcare Philanthropy
The retirement of approximately 78 million baby boomers has been the most widely anticipated demographic shift by gift planning experts in recent years.
Consultants: Bruce Flessner | Jennifer McDonough
In this expanded issue of the Occasional Papers, read how the economy, elections, and the rise of energy costs will affect your fundraising agenda in the lead article, “A Restless Time for Philanthropy,” by Bruce W. Flessner.
Is the U.S. economy headed into a recession? How will the current downturn in the stock market affect philanthropy? What can fundraisers do? Our January 2008 Client Advisory addresses these questions.
Reporting fundraising results can be complex, and organizational standards may vary. But you can reassure donors and prospects that you are reporting solid, accurate numbers and also avoid negative publicity if you follow these three principles.
It is planning time! In many development shops leaders have accelerated planning to get a jump on the fiscal year, but for most, annual planning takes place around the turn of the year. The prevalence of the exercise we know as planning suggests that it is beneficial, yet the groans that greet the announcement of […]
By this time of the year, the last of the year-end annual fund appeals have been dropped in the mail, and you are busy focusing on donor retention by calling on your traditional year-end major gift donors. You are also most likely looking ahead to the next year and crafting an operational plan and strategy […]