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Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving

Charitable Gift Annuities (CGAs) are one of the most popular planned gift alternatives, and many charities actively manage pools of a few dozen to hundreds. But a big change is coming soon concerning the recommended rates that non-profits should offer. The American...
Question of the Month: What’s an Acceptable ROI for a Major Gifts Program?

Question of the Month: What’s an Acceptable ROI for a Major Gifts Program?

by Richard Perry and Jeff Schreifels | Feb 23, 2022 | Return on Investment, ROI | Economics, Major Gifts, Management

People don’t talk enough about what an acceptable ROI is for a major gifts program. Often, leaders don’t know what is reasonable to expect or how to measure an accurate ROI for their fundraising programs. For major gifts, the ROI is largely impacted by...
How To Get Buy-in for Planned Giving In Your Organization

How To Get Buy-in for Planned Giving In Your Organization

by Richard Perry and Jeff Schreifels | Dec 1, 2021 | Analysis, estate planning, Patience | Economics, Planned giving, Return on Investment

Getting buy-in for planned giving requires you to help the decision makers at your non-profit to understand the economics of planned giving. Because when they don’t understand the economics, they can’t see the millions of dollars they are losing. To us at Veritus,...
Don’t Let the COVID Bump Distract You

Don’t Let the COVID Bump Distract You

by Richard Perry and Jeff Schreifels | Nov 17, 2021 | COVID-19, Economics of Major Gifts, revenue forecast | Economics, Fundraising, Major Gifts

Lately, there has been a lot of handwringing from non-profit leadership, if you read the non-profit press. Everyone is anticipating a drop in giving from donors who gave more during the height of COVID in 2020 and into the first quarter of 2021. The latest reports,...
How to Address a Year-End Shortfall

How to Address a Year-End Shortfall

by Richard Perry and Jeff Schreifels | Nov 8, 2021 | Economics of Major Gifts, Year-end Fundraising, Year-end Giving | Economics, Management

There’s no doubt about it. The fourth quarter of the calendar year is when a lot of your revenue comes in. And that’s good news and bad news. The bad news is that if you miss your revenue projections for this time of year, it is usually too late to do anything about...
What Return Should I Expect in Major Gifts?

What Return Should I Expect in Major Gifts?

by Richard Perry and Jeff Schreifels | Jun 21, 2021 | Budgeting, Economics of Major Gifts, Expenses, Forecasting, revenue forecast | Economics, Major Gifts

Third in a Series: Creating Major Gift Forecasts and Budgets For anyone starting (or revitalizing) a major gifts program, one of the biggest obstacles will be figuring out how much you can (and should) spend on the program. Well, here is how we think about it, and...
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