Four Essential Elements of a Contact Report

Posted by Craig H. Smith on Sep 5, 2018 7:30:00 AM

I can’t get over the wild and crazy way that many front-line fundraisers are taught to write contact reports, or not taught at all.  They are either cryptic notes without much context – I’ve seen ones that say “had lunch” and nothing more – or they can be novels with ad nauseum and useless detail.

Well written ones stand out!  They make it possible for others who come along to advance relationships without starting over.  Every contact report should include notes about the four essential decisions every donor needs to make:

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Topics: CGP Conference 2018

How to Survive Inverse-Mentors

Posted by Alexandra P. Brovey on Aug 29, 2018 11:30:00 AM

One of the pillars of a successful gift planner is being a mentor. Unfortunately, there is no playbook with a list of steps. Instead, you look to your mentors for other pillars, or traits, that will help you become a successful fundraiser.

I hold a black belt in Shotokan karate, and that practice led me through a variety of Eastern philosophies to the writing of Thich Nhat Hahn, a Zen Master who taught me (and many others) to practice meditation. A professional mentor is in some respects like a Zen Master, and I’ve had some great mentors over the years. From them, I learned a few key lessons that have surprising connections to mindfulness.

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Topics: fundraising, CGP Conference 2018, Mentor

Only 1 DAY LEFT to get the best pricing for CGP Conference

Posted by National Association of Charitable Gift Planners on Aug 27, 2018 8:30:00 AM

Sharpen your skills and activate your network at CGP Conference in Las Vegas. When you take advantage of Early Registration pricing, you will save $130 on registration for the largest conference for charitable gift planners. With only ONE DAY left, you don't want to miss out on savings for this must-attend event!

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Topics: CGP Conference 2018

A Remembrance of Charles W. Collier

Posted by Peter K. Kimball on Aug 15, 2018 7:30:00 AM

Charles W. Collier died on August 2, 2018 in Dublin, NH.  He was 70 years old.

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Topics: Obituaries

Take Action Today to Expand the IRA Charitable Rollover

Posted by National Association of Charitable Gift Planners on Aug 9, 2018 8:30:00 AM

For the past twelve years, the IRA Charitable Rollover has allowed generous, older Americans to donate hundreds of 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 are expected to decline because of recent changes to the United States tax code.  The IRA Rollover has generated an enormous amount of new charitable giving to thousands and 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, CGP 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 and the House of Representatives considering additional tax reform measures this year, now is a critical time to push for an expanded IRA Rollover provision.

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Topics: Advocacy, IRA Charitable Rollover

Five key ingredients to getting a planned giving program off the ground

Posted by Andrew Ragone on Aug 8, 2018 9:30:00 AM

Let’s say you’re a major and planned gifts officer in a small development shop, and you do it all—marketing, prospecting, donor cultivation... You’re one busy person, right!? In many mid-sized nonprofit organizations, the development office can seem a little bit like the Wild West. When you’re asked to roll out a planned giving strategy, where do you start?

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Topics: planned giving, CGP Conference 2018