The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.
Planned giving is a relationship business, and that doesn’t stop when a donor commits to a bequest intention. With an average of twenty years between the time a donor makes a revocable bequest commitment and the time the gift matures, there is a lot of opportunity for a donor to fall OUT of love with your charity if the relationship isn’t managed properly.
Brooke McMillan will be speaking on Social Media in Planned Giving.
The donor you've worked with for years has finally documented their gift. Now what? Good stewardship serves to strengthen a donor’s relationship with your organization and is a vital part of a successful bequest program.
Nonprofits requesting gifts of appreciated assets grow consistently and rapidly. With the Baby Boomer generation actively passing along their wealth, organizations have an estimated 10 years to institutionalize gift planning culture to maximize the peak of the wealth transfer.
This session explores how nonprofits can strategically evaluate, grow, and shift fundraising efforts from a typical cash-only model to one which actively pursues non-cash assets. The session will provide practical advice and guidance for organizations of all sizes and for professionals with varying levels of gift planning expertise.
The planned giving industry assumes that donor stories are an effective way to inspire other donors and to increase engagement, including response, in marketing materials. But what is it about donor stories that inspires prospective donors to make gifts? Could certain donor stories have the opposite effect and decrease engagement and response?
Estate gifts in the form of wills, trusts, and beneficiary designations (loosely referred to as “bequests”) are the foundation of post-death charitable gifts. 70% to 80% of all realized deferred gifts are in the form of bequests. The bequest is ubiquitous no matter the size of the charity, the charitable sector, or the sophistication of the planned giving program.