Monthly Archives: January 2016
What happens when the donor knows more than the fundraiser? The fundraiser better be on their A-game.
Imagine this scenario: you’re meeting with a donor about a major gift donation and they tell you they’ve set up a trust fund for their children and are in the process of setting up their own family foundation. The donor … Continue reading
Fewer North Americans are drafting wills – that makes getting a bequest that much harder Based on the stats that 60% of individuals have a current estate plan and of those only 4% have included charity in their estate planning … Continue reading
Where are you spending your time chasing donated dollars? If you answer writing grants and proposals to corporations, you’re probably right. $22 Billion was directed from bequests to charity versus $15 Billion from corporations in 2011. (Giving USA 2011) For … Continue reading
I thought I would summarize the budget changes that impact charitable donations, for your consideration and for discussion with your donors. On December 7th, 2015 the federal government announced a 4% increase in tax credits for individuals with an income … Continue reading