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Planned Giving & Legacy

Legacy gifts don’t happen by accident—they happen by design. This category covers bequests, estate planning, charitable trusts, and the strategies that turn loyal donors into lifetime partners. Whether you’re launching a planned giving program or scaling an existing one, this is your playbook.

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An image of an older woman holding a Yorkie dog on shoulder, to illustrate the concept that childless donors represent a rapidly growing portion of the population — and that presents a valuable opportunity for nonprofits..

No Kids? Adopt a Cause.

December 8, 2024 No Comments

Ever wonder who gets the fortune when there are no kids to squabble over it? Turns out, charities, distant cousins, and even lucky pets are raking it in! A Wall Street Journal article highlights an interesting trend: charities, distant relatives, and even pets are becoming the beneficiaries of surprise inheritances. For those of us in the nonprofit sector, this is a wake-up call—a significant opportunity to engage with a growing demographic that’s thinking beyond traditional family boundaries.

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Hard Lessons Learned …

November 21, 2024 No Comments

Luckily, the most important lessons I’ve learned in my 40+ years of fundraising and charitable estate planning came near the beginning. Many of those experiences were painful, and it’s still somewhat embarrassing to shine a spotlight on my greatest mistakes. Nonetheless, things I learned from my stumblings have become essential elements of my fundraising career. Here are my top ten greatest mistakes (so far).

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Luxury Motor Coach in front of mountains

Luxury Motor Coach Donation

November 16, 2024 6 Comments

Owners of luxury motor coaches and RVs, such as Marathon Coaches and other high-end brands, can have the best of both worlds: a vacation with all the comforts of home, and an opportunity to shape their philanthropic legacy that also provides a current charitable tax deduction.

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