Monthly Archives: March 2016

CAGP Conference – Scaling New Heights

I am excited to be presenting and exhibiting at the 2016 CAGP conference in Banff from April 6th-8th. My session will be geared towards the discussion with donors and the interests, concerns and fears they have when making either a … Continue reading

Giftabulator NOW 2.0 Alpha Version

I wanted to give you an update on Giftabulator NOW, as we have been making continuous improvements in order to bring you and your donors a tool that is educational and easy to navigate for major and planned giving. We … Continue reading

Mid-Level Donors are Important

I came across an insightful article in the Chronicle of Philanthropy called Making the Most of Mid-Level Donors [hyperlink to article]. The author states, “Mid-level donors are often overlooked at non-profits, even though they are among the most generous and loyal supporters, and … Continue reading

Donate to Eliminate

I was encouraged to see the Laura Saunders’ article Tax Smart Philanthropy Made Easy in the Wall Street Journal (click link here). This has been a key element of what we have been speaking to advisors, charities and individuals about in … Continue reading

Building a list of loyal donors

I hear all too often that organizations don’t have prospects to approach for major or planned gifts. So organizations wait and hold events, use direct mail or try out social media. In other words, the status quo in fundraising over the past … Continue reading