Planned Giving Best Practices With competition for philanthropic dollars greater than ever before, fundraisers are getting creative with strategies to identify and pursue impactful gifts. 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
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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. As part of that reality, planned giving should be an important part of any healthcare fundraising strategy. While the landscape is changing, historically
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With President Biden’s signature on the Consolidated Appropriations Act of 2023 (and the SECURE Act 2.0 package within it), new opportunities have opened for philanthropy. But some changes also require that fundraisers look at their promotional materials and begin their conversations with donors differently from the recent past. The Angeletti Group recommends fundraisers focus on
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There is a great, untapped resource of charitable people in the U.S., and it might not be who you’d expect. Blackbaud Institute recently found that not only has charitable giving exploded in the U.S. since the pandemic, but the average age of donors has risen from 62 to 65. Older individuals are becoming more
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President Joe Biden’s proposed tax changes could impact high-net-worth individuals and their charitable giving choices. While the proposals include increasing the top rate on taxpayers making more than $400,000 and increasing capital gains and dividend tax rates for taxpayers earning more than $1 million annually, these changes have the potential to spur charitable giving by
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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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A comprehensive fundraising development program should include a balance of activities related to annual giving, major giving, and planned giving.
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