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.
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.
At her recent meeting with Roger, Jenna asked him to consider joining other key supporters and to increase his giving to $10,000. We unpack how Jenna should respond.
Jenna Smith is a major gift officer who has an established relationship with a long-time donor to her organization named Roger Sherman, who has made annual gifts in the $1,000 range for the past 10 years--some made via check, others via credit card.At her recent meeting with Roger ...
Let's take a look at 10 things that are important to understand when you sit down with a donor prospect to discuss making a gift via estate plan.
Let's examine the questions you need to have handy when you sit down with a donor prospect to discuss the possibility of making a gift via their estate plan. Of course, equally important to the conversation is how you frame these questions, and having a handle on what information you can provide that may allow them to consider including your organization in their estate.
Also, be prepared to answer questions from the donor about whether you yourself have a current estate plan.
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?
If there was ever a year when your organization should be receiving gifts of securities, this is it.
We've established that life insurance can make a significant and mutually beneficial gift. But it can also be used as a means of wealth replacement for heirs to the donor's estate.
Life insurance has long been and continues to be a source of great charitable gifts. Why don't donors make gifts of their life insurance policies more frequently?