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Planning for Wealth Transfer, Part 1
March 3, 2009
From FS Advisor
So you've probably heard talk here or there about "wealth transfer," the prediction that over the next few decades, an estimated $40 trillion or so will change hands as baby boomers and their parents pass on their accumulated assets to their children. But what does it mean for your organization, and how can you prepare for it?
Giving 2.0
March 2008
From FundRaising Success
Late last month, FundRaising Success launched its second e-strategy guide, Giving 2.0, a twice-monthly (for now) e-letter that offers insight, tips and advice on the most cutting-edge tactics that fundraisers are (or should be) using to meet their goals.
Planned-Giving Donors Need Love Too
March 2008
From FundRaising Success
We all know how important recognition is — it’s an opportunity to acknowledge, thank and celebrate donors for their trust in, and commitment to, your organization’s mission. But recognition of planned-giving donors often won’t happen through conventional donor-recognition channels. That is where a heritage society comes in.