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

Marching Orders: Training Major Gift Officers into a Planned Gift Army

Posted by National Association of Charitable Gift Planners on Sep 25, 2015 8:56:50 AM

Note: Katy’s tips will be put into practice in the Major/Blended Gifts Track at the National Conference on Philanthropic Planning. Major gift officers who need gift planning practice—and planned gift officers who train major gift staff—will work together with the faculty (including Katy) to analyze the motives and options for a loyal donor seeking increased impact.

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

Tips from Research: Preparing for the Next Recession

Posted by National Association of Charitable Gift Planners on Jul 8, 2015 12:12:37 PM

The following graphs summarize fundraising results at hundreds of charitable organizations each year, surveyed first by AFP (2004-2009) and then by the Nonprofit Research Collaborative, which PPP joined in 2011.

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Topics: fundraising, planned giving, General, News, Research

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