At the 2016 National Conference on Philanthropic Planning (NCPP), attendees learned many valuable techniques and skills in handling interactions with potential and current donors to their organizations. One session offered was “Pivoting - The Secret to Successfully Handling Difficult Donor Conversations” presented by Anne T. Melvin, Director of Training and Education, Harvard University. The following is a brief snapshot of that session.
It seems like a year since I wrote my last blog about “What We’ve Learned from Our Members”, but in reality it’s only been a few months. I guess it’s because from then until now, our rebrand has progressed at a rapid speed.
Since 2006 the IRA Charitable Rollover has allowed generous, older Americans to donate millions of dollars from their Individual Retirement Accounts directly to America’s charities – and the populations they serve – during a time when traditional charitable contributions were on the decline or remained flat. The IRA Rollover has generated an enormous amount of new charitable giving to thousands of nonprofits that work every day to enrich lives and strengthen communities across the country. Given the great success of the IRA Rollover, and the extent to which the charitable sector and donors alike have come to rely on this critical giving incentive, PPP was proud to lead the fight in Congress to make the IRA Rollover a permanent part of the tax code at the end of 2015. And with this permanent, albeit limited, IRA Rollover firmly in place now is the time to push for an expanded provision.
The most recent Nonprofit Research Collaborative report suggests overall health and a largely positive outlook for planned giving activities and income. The report of fundraising results through the end of 2015 also looks back through data collected since 2005. In 2015, 58% of 760 responding organizations reported increased planned gift receipts, the highest in the decade of trends being surveyed.
Over the past several months we have been talking a lot about shifting the strategic direction of the organization and addressing a rebrand, a new website and even a new name to support those changes now underway.
Improve Your IQ (Interprofessional Quotient)—Be A Team Planner
In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”