How your donors literally think about legacy - The NonProfit TimesThe NonProfit Times

How your donors literally think about legacy - The NonProfit TimesThe NonProfit Times: "How your donors literally think about legacy
by The NonProfit Times - June 23, 2015
Medical technology can track what your donors think about legacy giving. A conversation about planned giving makes prospects look back on their lives, think about their legacy and it’s all trackable.

According to Bill Tedesco, CEO and managing partner of DonorSearch in Marriottsville, Md., speaking during last fall’s National Catholic Development Conference (NCDC) conference in Chicago, it’s all about the science of giving."



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GRATs Could Lose Allure if Interest Rates Move Higher - WSJ

GRATs Could Lose Allure if Interest Rates Move Higher - WSJ: "If the Federal Reserve boosts interest rates this year, as is widely expected, at least one popular estate-planning tool may lose a bit of luster: grantor retained annuity trusts.

In recent years, these vehicles, known as GRATs, have been used commonly by wealthy individuals and families seeking to pass down appreciating assets to heirs without taking a big gift-tax hit and to lower their overall estate-tax burden."



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Seven Metrics that Move the Needle for Planned Gifts |

Seven Metrics that Move the Needle for Planned Gifts |: "Especially since the latest recession, gift planners have been challenged to quantify their effectiveness at work that, from a business perspective, often cannot show immediate returns.  Most would agree that planned gift fundraising has a high return over time, but the margin of error is high and the time period is undetermined and extended—a real conundrum for data-driven management.  When Presidents, CFOs and boards of directors set aggressive, short-term goals, there is a strong incentive to hire a major gift officer to raise $250K rather than a planned gift officer to raise $500K."



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Free, Electronic Bequest-Potential Calculator Unveiled (Blog Update) | LinkedIn

Free, Electronic Bequest-Potential Calculator Unveiled (Blog Update) | LinkedIn: You can learn more about the Bequest Potential Calculator at Michael Rosen Says… (http://wp.me/p1h0KY-B9). After you use the Calculator, let me know what you think and whether or not your organization is realizing its full planned giving potential.

Free, Electronic Bequest-Potential Calculator Unveiled michaelrosensays.wordpress.com

Smart fundraising professionals realize the value of understanding their nonprofit organization’s planned giving potential.

Don't Miss the Opportunity to Strengthen Your Organization through Legacy Giving

Don't Miss the Opportunity to Strengthen Your Organization through Legacy Giving: "Legacy Giving—A Major Growth Opportunity

Nearly 70 percent of Americans make gifts to charity during their lifetime, yet fewer than 10 percent create legacy gifts. Why are people generous in supporting nonprofits during life but make no provision for them at death? Most have never been asked to do so!

Though we are in the midst of a significant generational transfer of wealth, organizations are not seizing the opportunity to talk with their supporters about the impact legacy giving can have on their mission-based goals.

Legacy gifts can enable organizations to achieve long-term financial stability and sustainability. Studies show that legacy giving offers a powerful means to enhance and diversify a charity's fundraising efforts because:

* It's a revenue source that typically increases during tough economic times.
* Almost everyone has the ability to create a legacy gift.
* For most people, it's the largest gift they can make.
* Investing in legacy giving efforts has a high rate of return.
* Legacy donors make larger annual gifts than non-legacy donors.
* There are many forms of legacy gifts that are very easy to create"