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BEQUESTS: Where to Find Them and How to Get Them

Posted by National Association of Charitable Gift Planners on Jan 26, 2016 10:53:54 AM

Session Highlights-National Conference on Philanthropic Planning, (NCPP2015)

At the National Conference on Philanthropic Planning, Jeff Lydenberg reviewed key research and tips to help gift planners take advantage of the ‘under-appreciated bequest.’ This is foundational advice since bequests are the largest source of planned giving revenue for charities both large and small.

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Topics: philanthropy, donors, fundraising, planned giving, General, NCPP

Nonprofit Research Collaborative Brings News from the Perpetual Campaign

Posted by National Association of Charitable Gift Planners on Jan 4, 2016 11:30:13 AM

The Nonprofit Research Collaborative, which includes PPP as a partner organization, has released its “Special Report on Nonprofit Fundraising Campaigns.” More than 1,000 organizations responded to a mid-year survey, including 109 that received the survey link from PPP (watch for a link to the next NRC survey in e-mail from PPP on January 21 and plan to respond).  Forty-six percent of organizations reported being actively in a fundraising campaign—substantially higher than in summer 2011, when 12% reported being in a special, capital or comprehensive campaign and 34% were planning campaign but not in one.

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Topics: philanthropy, donors, fundraising, planned giving, General, Research

NCPP2015 Highlights--Getting Donors to Act

Posted by National Association of Charitable Gift Planners on Dec 9, 2015 3:28:49 PM

Gift planners at the National Conference on Philanthropic Planning loved Justin Miller’s session, “Philanthropic Planning Paralysis: Getting Donors to Act.” Justin is wealth strategist at BNY Mellon and an adjunct faculty member at Golden Gate College of Law. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, and he spoke at NCPP for the first time this year.

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Topics: philanthropy, donors, fundraising, planned giving, General, Leadership, NCPP

If You Do One Thing Right… Go Easy on the Technical Terms in Philanthropic Discussions

Posted by National Association of Charitable Gift Planners on Nov 11, 2015 3:19:20 PM

If you do one thing right...

Go easy on the technical terms, particularly early on. They have the potential to confuse philanthropic discussions. Rather than focusing on the names and granular detail of the instruments and gift types that may be most applicable to the situation, look first to the donor’s overarching motivations, desires and goals.

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Topics: philanthropy, donors, fundraising, planned giving, Leadership

If you do just one thing right…listen for what the donor means, not what she says.

Posted by National Association of Charitable Gift Planners on Apr 15, 2015 1:37:03 PM

If you do just one thing right…listen for what the donor means, not what she says.

We all get calls from potential donors asking for information about “annuities”, or “trusts” or whatever type of gift has been featured recently in the media or marketing pieces.  Often, the donors don’t fully understand how the gift arrangements work.

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Topics: philanthropy, donors, fundraising, General

Collaboration--Interprofessionality: Roles and Responsibilities

Posted by National Association of Charitable Gift Planners on Apr 1, 2015 4:06:38 PM

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.”

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Topics: philanthropy, donors, fundraising, General, Leadership, Teamwork