Going the Distance: Hosting Fundraising Events with Social Distancing in Mind

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Planned Giving: A Tactful Approach

Many people have approached us for advice about asking for gifts, including planned gifts, which may be particularly sensitive in these times. Below, senior consultant Greer Polansky answers the most commonly asked questions about planned giving and COVID. 1) Is it appropriate to continue planned giving discussions right now? The short answer is yes, for

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Fundraising During the COVID-19 Crisis

As we continue to monitor developments regarding COVID-19, we hope that everyone in our community remains healthy and safe. The situation is fluid and its impact on our communities will continue to evolve. There is no question that this represents a period of significant change for our country. To that extent and through conversations that

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5 Philanthropy Trends To Watch in 2020

As we begin the new decade, my colleagues and I continue to focus on engagement strategies to succeed in today’s rapidly shifting philanthropic landscape.  See below for TAG’s 5 Trends to Address list: Transparency is King With increased access to information regarding non-profit effectiveness and impact, donors are becoming more discerning and moving their philanthropic

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Donor Advised Funds Are Here To Stay

Donor Advised Funds (DAF) attracted an unprecedented surge of 2019 philanthropy. More and more individuals—at all giving levels–used this efficient vehicle to advance their philanthropy last year. When DAFs first gained traction, many nonprofits and prognosticators feared their advent would result in fewer and smaller distributions. However, since the Tax Cuts and Jobs Act of

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Making the Case Through Video Storytelling

Communication is the backbone of a successful development program. Donors want to know how their money is being spent. They want to feel important and that they have done some good. Communication comes in many forms, much of which you’re likely already implementing at your organization: newsletters, direct mail, phone calls, social media, and video.

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Why Planned Giving Is More Important to Healthcare Organizations Than Ever Before

With razor thin margins and changing reimbursement rates, hospitals and their health systems are increasingly turning to philanthropy to modernize and build facilities, fund new programs, and recruit and retain talented medical staff. In this fast-paced conversation (see link below), Jay Angeletti and Joe Tumolo of Gift Planning Development, LLC, discuss how the world of

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5 Steps to Growing an Effective Planned Giving Program

With competition for philanthropic dollars greater than ever before, fundraisers are getting creative with strategies to identify and pursue impactful gifts. And while new and innovative approaches are always needed, the answer to larger, more impactful gifts may be in your donor database already: planned gift prospects. Planned gifts represent a significant fundraising upside—they are

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