If August’s Make-A-Will Month feels like it was just yesterday, you may be wondering whether National Estate Planning Awareness Week from October 19 through 25 is simply another opportunity to… Continue reading Beyond the will: Why “estate planning” matters and what to do about it
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You say it’s our DAF Day? It’s your DAF Day too!
Donor-advised funds have become an increasingly visible part of charitable giving, and DAF Day offers nonprofits a timely reason to make sure donors know they can use these funds to… Continue reading You say it’s our DAF Day? It’s your DAF Day too!
Message to donors: Go big—and don’t go home!
“It seems like the more I give the more I get, and that is the way it is supposed to go in life.” —Dolly Parton Isn’t it wonderful when donors… Continue reading Message to donors: Go big—and don’t go home!
Reading roundup: What’s worth a skim to stay up to date on charitable planning
The community foundation team is happy to keep an eye out for what’s trending in the field of charitable planning, especially developments that impact your work with your charitable clients… Continue reading Reading roundup: What’s worth a skim to stay up to date on charitable planning
What happens if your client wants to give government securities to charity?
Every day, the community foundation works with attorneys, CPAs, and financial advisors to help clients support the charities and causes they care about. Often, those conversations involve gifts of appreciated… Continue reading What happens if your client wants to give government securities to charity?
Estate planning: Go beyond the thirteen magic words
In 2008, the U.S. House of Representatives adopted a resolution supporting the designation of National Estate Planning Awareness Week, observed each October. You’ve likely heard of this, and you may… Continue reading Estate planning: Go beyond the thirteen magic words
Keeping score: Simple tips for tracking planned giving activities
Naturally, your organization understands the importance of planned giving. But, if you are like many organizations, figuring out a way to track it and measure success leaves you scratching your… Continue reading Keeping score: Simple tips for tracking planned giving activities
Engaging Millennials, Gen Z, and planned giving: Get an early start
If you are like many nonprofit organizations, your fundraising strategies—especially those focused on planned giving—are likely oriented to Baby Boomers and Generation X. And that makes sense, considering that these… Continue reading Engaging Millennials, Gen Z, and planned giving: Get an early start
Make-A-Will Month: A timely opportunity to grow legacy gifts
August is widely recognized as Make-A-Will Month, making it an ideal time for nonprofit organizations to encourage donors to think not only about how they give today, but also about… Continue reading Make-A-Will Month: A timely opportunity to grow legacy gifts
Worth a read: Moving from charitable transactions to charitable strategy
At the community foundation, our team keeps an eye out for helpful sources and reading material to help you more easily stay up-to-date on trends and techniques for advising your… Continue reading Worth a read: Moving from charitable transactions to charitable strategy