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Category Archives: Planned giving
Why (and how) Your Charity Should Set a Dollar Goal for Gifts in Wills
First, the elephant in the room: How can we consider setting goals on bequests when we don’t know when they’ll come in!? Well, I’m starting with the assumption that you do receive bequest revenue (donations from wills) AND that you … Continue reading
3 Steps to Starting a Bequest Program at Your Charity
You’ve likely heard about the mega-transition of wealth from the Baby Boomers to younger generations. Making sure your charity is comfortable in promoting and talking about gifts in wills is key to developing this kind of revenue. Remember that 30% … Continue reading
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"F" is for Fundraising 