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Do you need to educate your board or development staff on the basics of planned giving? In her white paper, Summary of Planned Giving Techniques, Sarah Ruef-Lindquist, Esq., CTFA outlines the basic gift vehicles your donors may use support your organization. Read more...
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In her white paper, From O.K. to OMG!: How to be an Extraordinary Planned Giving Professional, Katherine Swank, J.D., senior consultant for Target Analytics, a Blackbaud Company, draws from her 25 years of experience to share what she believes it takes to become an extraordinary planned giving professional: Read more...
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In this paper, Jerold Panas speaks to the importance of bequests for any planned giving program and outlines the steps your organization should take to ensure success: Read more...
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The San Diego Foundation is sharing their “Gift Acceptance Policies and Procedures Template". Feel free to download and customize to fit your organization's needs. Along with their gift acceptance and administration policies, the document also includes: Read more...
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A new member to our Bestow Community, Claxon Marketing, would like to share some of their marketing resources with the group. Haven't heard of Claxon Marketing? You definitely should check them out... Read more...
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In this paper (originally published in Advancing Philanthropy), Michael J. Rosen, CFRE, shares 9 ways organizations can create donor awareness about planned giving at little or no cost. Read more...
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The results from the National Research Collaborative end-of-year fundraising survey are in. Representatives of more than 2,350 public charities and 163 private foundations participated in the survey. Questions asked participants to compare their fundraising results from 2009 to 2010. Some topics include: Read more...
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It's the first thing your reader sees, and one of the main things that will determine whether your reader clicks "open" or "delete"...your email subject line. Read more...
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In this marketing guide from Network for Good, Kivi Leroux Miller shares her strategy for improving your relationship-building, branding and fundraising results through email marketing. She shows why email marketing makes sense and how to be successful with her seven steps: Read more...
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