Help Your Donors Discover They Can Do More That Matters!

Posted by:

The results of a recent survey by UBS Wealth Management Americas provide some fascinating insights into what the Middle Class Millionaires in your organization think about their philanthropy.  Here are some highlights that jumped out at me:

  • 91% of all millionaires (those with assets of $1 million or more) donated money or volunteered their time to a favorite charity – with 55% doing both.
  • 52% plan to leave a sizeable part of their wealth (28% of their wealth on average) to charity ...
Continue Reading →
0

“Know the Facts About Gift Plannning” Free Webinar Presentation

Posted by:

Know the Facts about Gift Planning is designed to provide the information you need to engage and excite your Executive Board.  We’ll be presenting many interesting – and perhaps little known – facts that can help you and your board understand why having a robust and sustainable gift planning culture is essential to your organization’s long-term success.

Join us on Wednesday, October 15th at 2 PM for this FREE webinar Presentation.  To register just click here.

 

 

 

Continue Reading →
0

Donors Without Children or Grandchildren– A Good Place to Start!

Posted by:

There is an old adage that asks, “How does one eat an elephant?”  The answer:  “One bite at a time!”  When it comes to planned giving, particularly if it’s a new focus for you or your organization, it can sometime be overwhelming to figure out where to begin—particularly when it comes to identifying planned giving prospects.  What if you have a thousand donors?  Ten thousand?  A hundred thousand?  Who are your best prospects when it comes to planned ...

Continue Reading →
0

8 Compelling Things Your Executive Board Should Know About Gift Planning

Posted by:

If your organization (like many others) doesn’t value gift planning as part of your overall fundraising approach, here are eight compelling facts your Board should know:

  1. According to a landmark study conducted by John Havens and Paul Schervish for the Boston College Social Welfare Institute, over $41 trillion in wealth is transferring from one generation to the next (from 1998 – 2052.) It is anticipated that over $6 trillion will be received by charities in the forms planned gifts.
  1. 91% of ...
Continue Reading →
0

Is Your Organization “Million Dollar Ready”?

Posted by:

In the planned giving world, countless studies and articles are written about what motivates “Million Dollar” donors to give. The information often provides helpful insights on what makes major donors tick that you can incorporate into your planned giving program.

But what about the nonprofit organization itself – are there things that you can or need to do to attract the “Million Dollar” donor? An interesting study conducted by Indiana University’s Lilly Family School of Philanthropy and Johnson Grossnickle and Associates ...

Continue Reading →
0

Money from Heaven and Paying it Forward!

Posted by:

Having been a fundraiser for over 20 years, I know how easy it is to push off planned giving and endowment development to another day. Heck, the nonprofits I had worked for had been doing it for 100 years! After all, you need the money now, not years from now! Why spend time on something that won’t be rewarding you anytime soon… if ever!

So many nonprofit leaders fall into this trap and it’s totally understandable. There are only so many ...

Continue Reading →
0

Who are the Middle-Class Millionaires in Your Organization?

Posted by:

The concept of the Middle-Class Millionaire can be traced to the landmark book, The Millionaire Next Door, written by Thomas Stanley and William Danko in the late 1990’s. I believe this is a must read book for any nonprofit professional who focuses on fundraising.  Stanley and Danko were hired by an investment firm to uncover the traits of the typical millionaire. To their utter astonishment they discovered that almost all of the millionaires they interviewed were nothing like the common ...

Continue Reading →
0

What members of your Philanthropic Advisory Council need to know!

Posted by:

We believe that every nonprofit should seriously consider the idea of asking its volunteers and supporters who work in the financial industry to serve on a Philanthropic Advisory Council (PAC). These professionals can help you create and strengthen your organization’s gift planning culture.

These loyal supporters may be pleased to serve. But it’s important to know that many of them will need training about how to have philanthropic conversations with donor prospects. In a study conducted by Bank of America and ...

Continue Reading →
0

Because of Bob

Posted by:

Who is Bob? And what does he have to do with ActivateLegacy?

Bob was a long-time member of the nonprofit organization where I previously worked.  He had served on the executive board for over 15 years and truly believed in the organization’s mission.

Bob was your typical “salt of the earth,” guy: recently retired after spending his entire career with the same company; married for 40 years; living in the same modest  neighborhood home for 30 ...

Continue Reading →
0
Page 1 of 2 12