Posts in 'plannedgiving'

🏢 Originally produced for the annual CGP Conference in Chicago ( National Association of Charitable Gift Planners) last November, the presentation improves with every audience (4 and counting) due to the amazing insights and questions of the attendees. I find my presentation attendees provoke me in...

🔖 Another excellent resource comes from the trusted National Association of Charitable Gift Planners for counting during and apart from #campaigns: https://lnkd.in/eFHwTTM 📓 Originally completed in 2005, more recent 2021 edition of CGP's Guidelines reaffirms core principles, including counting gifts...

I'm excited to present data from donor surveys, case examples, and reliable research sources this Thursday with the Northern California Planned Giving Council ( NCPG Council Administrator). I will facilitate a conversation and present about the engagement of LGBTQ+ donors and families in the midst...

I'm excited to take my CGP 2023 Conference interactive presentation on the road at various points over the next few months. After presenting my analysis in a new light based on data: ** from large national surveys by independent organizations ** celebrity and regional example donor case studies **...

The organizers of the Charitable Gift Planners 2023 Conference made contributions to a local Chicago youth arts organization focused on educational access in honor of volunteer speakers. The cause to bring opportunity to young people who may not have had access is extra meaningful to me and I am...

The quality is truly high at the Charitable Gift Planners Conference with outstanding resources, amazing organizers, and, most important, best-in-class programs. I thoroughly appreciated and enjoyed the pre-conference session today for its case example anecdotes, presentation materials, and the...

The "ten year retention rate of a #charitable #estate component is approximately 55% among adults over age 50 (James & Baker, 2015)." What? I was trained over two decades ago that 80 - 85% of #plannedgifts would remain intact over time. The data might have been flawed or #donor habits have changed...

For reals? You betcha, but more hurdles were found back then. Anne Lister’s life as a lesbian landowner in the 19th Century was captured in the HBO series “Gentleman Jack” from 2019-2022 ( https://lnkd.in/gVaZ2g5W) and reported by Smithsonian InstitutionMagazine ( https://lnkd.in/gKUvRYuR) To more...

..that creates the environment where advisors are crucial for #nonprofits as individual #donors and households choose to include a #charitable #gift in their #EstatePlan. In recognition of National Estate Planning Week, I want to take a moment to acknowledge the #financial, #legal, and...

As I get to know my client, Montana Legal Services Association (MLSA), I am reminded of the value of cy pres* and residual settlement awards as a means for those in the legal profession to contribute. Kudos for MLSA for sharing multiple options. What about your organization? Are you communicating...