Samantha, Major Giving Officer, and Board Chair John, are scheduled to meet in early October with Jenny Yates as one of their initial visits to key donors in the quiet phase of a campaign.
Jacqueline was three years into her MGO career when she first met with Denise, an alumnus of the school of engineering, class of ’72. They began building a warm relationship, and Jacqueline considered Denise to be a prospect for a major gift.
You don't have to be an expert in charitable life income arrangements in order to help your donor. Check out this creative way that a savvy gift officer helped his donor to make a great gift.
As more and more of our major donors use Donor Advised Funds, it's our responsibility to have a confident understanding of this important tool.
You can assume your donor is wondering all these things, whether they ask directly or not.
Check out three more noteworthy items from a recent study offering valuable insight into how high net worth people think about their finances and their philanthropy.
The latest US Trust Study of High Net Worth Philanthropy has been published, and it has some good news for nonprofit fundraisers.
"The more you get to know people, the more they trust you to tell you their story. It is a gift. Every time somebody tells me their story they have given me something precious. And that cannot help but change me."
This annual survey from US Trust explores wealth management challenges confronting high new worth and ultra-high net worth individuals in the United States.
It's an extremely interesting bit of information for those of us in the nonprofit sector who are trying to understand our donors attitudes and concerns regarding their wealth.
"The oldest of America’s 72 million baby boomers are turning 68 this year, the average age at which individuals create charitable remainder trusts. That's likely to produce a surge in such trusts in the next 20 years."