by Meg Roberts | Aug 12, 2021 | Gift Planning, Insight
Do you still have people in your organization who think planned giving is only for older donors . . . and that “old people don’t do digital?” If so, you’ll appreciate the insights from a presentation by Kimberly Blease, Stephen George, and Rhona Rahmani, Using Digital...
by Meg Roberts | Feb 3, 2021 | Insight
Pardon me. Does anyone have a soapbox I could borrow? Listen Up Fundraisers! We all love philanthropy. We love that our fellow humans want to find meaningful and effective ways to help others, preserve our environment or our history, advance education. We are proud to...
by Meg Roberts | Nov 19, 2020 | Archive Highlights
They are the best of funds. They are the worst of funds. But either way, they are here to stay. Donor-advised funds are embraced by donors and often maligned by the non-profit industry for hoarding money intended for charitable purposes. Love them or hate them, they...
by Meg Roberts | Aug 25, 2020 | Archive Highlights, Gift Planning
Everyone is talking about “blended gifts” these days. It’s like the intermittent fasting of the fundraising world. It will solve all your problems! It will help you live forever! Well…it just might do that. Yes, many gift officers have been working with donors on...
by Meg Roberts | Aug 18, 2020 | Archive Highlights
Time and time again, I hear people tell me that they don’t want to talk about planned giving with their donors because they don’t know enough about it. They worry that they need a full staff of planned giving experts – and make them lawyers while we’re at it – to...
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