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Personalized Philanthropy Across the Disciplines: Planning for High Capacity Clients and Donors

Posted by National Association of Charitable Gift Planners on Apr 13, 2016 10:23:04 AM

The National Conference on Philanthropic Planning is a meeting place for all the advisors who sit around the planning table. Steve Meyers, Phil Cubeta and Tim Belber got together to present an approach to blended giving that makes sense to donors and their estate and financial planners and creates immediate impact for the organization receiving the gift.

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Topics: philanthropy, donors, planned giving, General

[#PPPrebrand] What We've Learned From Our Members

Posted by National Association of Charitable Gift Planners on Mar 31, 2016 9:41:57 AM

"I am eager to share some of our research findings with you, but first I want to assure our members that this rebrand is not just a new name and logo… it’s so much more."  Mollie Toland- PPP Membership Director

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Topics: philanthropy, planned giving, General, News, Rebrand, Research

Forever Change the Way You Plan Trips: Mapping Donor Data

Posted by National Association of Charitable Gift Planners on Mar 24, 2016 3:18:30 PM

 

Mapping tools are a great way to import donor information from your donor databases and leverage those data points when designing a travel route and communicating with several prospects. If you’re on the hunt for mapping software to track donor visits and plan efficient travel, you’ll find recommendations made by charitable gift planning professionals in a PPP discussion forum.

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

A New Brand for PPP... And, It All Started With You

Posted by National Association of Charitable Gift Planners on Feb 18, 2016 8:55:05 AM

It’s true, PPP is undergoing a complete renovation, centered on member-focused, service-driven improvements that will bring new life to the organization… and it all started with our members
Stay in the loop by subscribing to our rebrand updates>>

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Topics: philanthropy, donors, fundraising, planned giving, Advocacy, General, Leadership, News, Rebrand, Research, Technology

All You Really Need for Planned Giving You Learned in Kindergarten

Posted by National Association of Charitable Gift Planners on Feb 11, 2016 2:58:38 PM

A Session Highlight from the National Conference on Philanthropic Planning, NCPP

The National Conference on Philanthropic Planning usually appeals to the most experienced gift planners, but Meryl Cosentino, took attendees back to kindergarten in her breakout  session, which came complete with milk and cookies, but without naps. Her tips are great reminders for planners at every experience level.

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

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