While the 1% has captured the public’s imagination, there is a broader narrative about wealth and affluence in America that many overlook. For 2024 and beyond, let’s shift the spotlight to realize the significant gift planning opportunities that exist with donors in the top 5% and 10% wealth households. The data are eye-popping! Why Nonprofits […]
Read More… from Beyond the 1%: Wealth in the Top 10% of American Households
Planned Giving and Gift Planning are often used interchangeably by nonprofit gift officers, but they have distinct applications in philanthropy. A comprehensive understanding of these differences is imperative for nonprofit organizations, as it influences donor outreach, engagement, gift design, and the structure of a nonprofit’s program. Definitions and Principal Distinctions Planned Giving refers to a […]
Read More… from Planned Giving vs. Gift Planning: What Nonprofits Need to Know
Gift planning plays a vital role in ensuring the long-term sustainability of nonprofit organizations. While securing planned gifts is essential, proper donor stewardship is equally important. However, inadequate stewardship is a top-three finding in our gift planning program practice area. Effective gift planning stewardship practices are key to cultivating lasting relationships, honoring donor intentions, and […]
Read More… from Gift Planning Stewardship Best Practices: Cultivating Lasting Donor Relationships