Having a Planned Giving Conversation with Renee Kurdzos
In this podcast, we talk about ways that you can incorporate a planned giving conversation into a visit with any donor.
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Estate Planning
Rethinking The "Ultimate" Gift
When we talk about an estate commitment from a donor, most of the time we describe it as their ultimate gift. The implication, of course, is that it is their last gift. But why should it be?
Estate Planning: Starting the Conversation
A look at the finer points of when and why and how to start the conversation about estate planning with your donors.
Estate Planning - Go Deeper
Suggested supplemental reading for the Estate Planning course.
2013 U.S. Trust Insights on Wealth and Worth
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.
Lessons From Philip Seymour Hoffman's Will
From the gift officer's perspective, the circumstances surrounding Phillip Seymour Hoffman's will offer a good chance to revisit our Don’t Assume Anything policy.
The Testamentary Gift Question
TRUE or FALSE: It is possible for your organization to receive a testamentary gift even if the donor does not have a will.
The Testamentary Gift Question, Page 2
TRUE OR FALSE:
It is possible for your organization to receive a testamentary gift even if the donor does not have a will.