What Great Gift Planning Programs Have in Common: Meet the National Standards

The goal? Develop fundamental best practices for creating sustainable, well-constructed gift planning efforts at any organization, regardless of size, scope or history. The output? Sixteen standards, a checklist of best practices, plus tools and links that put the practices into action. Continue reading What Great Gift Planning Programs Have in Common: Meet the National Standards

Special Update: President Signs New Retirement Plan Legislation into Law

The president just signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The new law will take effect on Jan. 1, 2020. This legislation marks the most significant changes to retirement security since the Pension Protection Act of 2006. Continue reading Special Update: President Signs New Retirement Plan Legislation into Law

How to Plant the Seed to Create a Legacy

Today we welcome a special guest author to the blog: Cathy R. Sheffield, CAP®, CFRE, CSPG, FCEP, ThinkGiving President and Thompson & Associates Vice President. Cathy is here to share 10 things that you can do right now to start creating your legacy. Cathy is a fundraising executive with 25-years experience, specializing in major gifts and giftContinue reading How to Plant the Seed to Create a Legacy

Top 3 Webinars of 2018

We are back. After a long holiday weekend, recharging with family and friends, I hope you are feeling ready to take on 2019.

Now, I could talk about how yet another year has come and gone all too quickly. I could talk about how much we’ve learned and how our industry has changed over the course of 2018, which is all important. But today, I’d rather show you […] Continue reading Top 3 Webinars of 2018