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Government regulations

Do your Board members, staff and volunteers understand the implications and regulations affecting your  agency/institution as a registered nonprofit organization?   Are the organization’s decision makers aware of the guidelines affecting marketing, the acceptance of contributions, handling of wealth, and the distribution of services?   The government awards several types of nonprofit status: are the representatives of...

3 Types of Planned Gifts

1. Outright Gift of Appreciated Assets A planned gift is any major gift that is made as part of an overall financial and estate plan such as monetary donations, securities or stock, real estate, artwork, business affiliations, property, insurance or retirement plans. 2. Plans That Return Benefits Planned gifts can “give  back” to the donor for a time, providing extra income in retirement years  or helping to fund...

Fundraising Ideas

AS SIMPLE AND EASY AS STUFFING A CANNOLI                 A former colleague always said “If we want to make sure the gifts are coming in, we have to stuff the cannoli”.  I must have been hungry that last time I heard that phrase because the visualization developed into a fundraising training program that my volunteers seemed to really enjoy. All it takes are some good, mouth-watering photos of cannoli: mixing the healthy...

Capital Campaigns

A capital campaign is a fundraising effort by a nonprofit organization to raise significant dollars for a specific project during a specific period of time. Often the money raised is to fund the acquisition, construction, or renovation of a building. Sometimes, capital campaigns are used to build an endowment for the future. In other cases, capital campaigns fund an extraordinary expenditure such as an expensive piece of...

Bequests – An Estate Gift

A Bequest is a gift from a donor’s estate to the charity of choice. It can be a gift of cash, assets, or retirement funds,  of a specific amount, or a remainder percentage of the estate. A gift from the donor’s estate to a charity the individual/family has a history of supporting.   The legacy value of a bequest is immeasurable:  a donor is that they will support a charity they have been fond of, enabling the...

Planned Giving Resources to Benefit your Donors

Planned Giving creates a sustainable future for your organization. A pipeline of planned gifts will create a future income stream for enhanced programs, endowment, building projects, staffing needs. Here are three elements of a Planned Giving program: (1) Charitable Gift Annuities are a win for both your organization and your donors.  Donors present an opportunity for modest donors to both support organizational growth and...