Here are 10 of our go-to blogs and podcasts that churn the gears, give a boost or help gain clarity. Hope they work the same magic for you. Continue reading 10 Blogs & Podcasts That Will Inspire Your Fundraising
During National Estate Planning Awareness Week—in the midst of a year like no other—it’s important to remember the people behind the plans (or lack thereof). Donors are on a journey, and when we do our job well, we meet them where they are and help equip them for the road ahead. Thanks for the important work you do—for families, philanthropy and our shared future. Continue reading Why I Care About Estate Planning (and Why You Should, Too)
No matter what’s happening in the world, we humans are wired to seek connection, continuation and control in our lives. So when clients or colleagues ask if it’s appropriate or “right” to continue talking about planned giving in light of the continued pandemic and societal unease, I say yes. Continue the conversations, but be completely in tune with what donors are saying, and not saying, with more sensitivity and empathy and less leaning toward gift acquisition. During your next planned giving conversation, remember these five wise estate planning approaches that are easy to implement, yet softly advance the gifting process. Continue reading Is Now the Right Time for a Planned Giving Conversation? Yes, and Here’s Why.