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Jul 31, 2018

Planned Giving – Lowering the Bar

As I mentioned in my last blog, we recently did a large sample national survey of donors in the United States. We asked a wide variety of questions and we will be blogging about some of their answers over the next few weeks. This is our second blog on planned gifts.

Check out this graph:

Not surprisingly, the higher the annual income of the donor, the higher the probability they have already included a charity in their estate plan (blue bar).

But what’s surprising is that the biggest opportunity for winning new estate gifts (orange bars) are from donors in the $75,000-$250,000 annual income group.

Usually, most charities go after their most wealthy donors when prioritizing estate gifts prospects. Our survey data shows that if we lower the income bar we will close more estate gifts.

Right Tools for the Right Job

Goodness gracious. Are you serious? Apparently in UK, COVID19 cases were under reported due to an Excel limitation on the number of cases in a database. Lives are at stake people! Use the right tools of the trade. And even when lives are not at stake, use the right...

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Fall Forecast 2020

I’ll start with the obvious: No one knows how this fall’s fundraising campaigns will do. We are at in a turbulent time. Global pandemic. Rising unemployment. Stimulus checks. Divisive election. World powers butting heads. Us analyst rely heavily on past data to give...

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The People Behind Nonprofits: Part Three

Interested in pursuing a career in nonprofit operations management? Here’s what experts in the field think you should know: It’s not enough to just be passionate about the cause. The nonprofit sector also needs business-minded people who excel at their jobs and are...

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