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Are Online Will Services Safe and Effective?

Are Online Will Services Safe and Effective?

by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving

Online will and estate planning services are used by many non-profit organizations, with varying results. I thought it might be interesting to review some of the good points and bad points inherent in them. As always, it’s a battle to balance each of the points and...
Stop Putting Off Planned Giving

Stop Putting Off Planned Giving

by Richard Perry and Jeff Schreifels | Feb 21, 2022 | fundraising strategy, Long-term planning, Planned Gifts | Management, Planned giving, Return on Investment

It’s hard to plan for something that won’t pay off or show itself until years from now. I know. But we all know that planned giving is one those fundraising strategies that delivers very high revenue at a relatively low cost. So why don’t more organizations get going...
Should You Have a Legacy Society?

Should You Have a Legacy Society?

by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship

Should you have a legacy society? Yes, you should. We are big fans of legacy societies because a legacy society delivers solid content and direction on the three pillars of a good planned giving program: Effective lead generation. Good solicitation practices....
Planned Giving Should Not Be A Luxury or Add-On

Planned Giving Should Not Be A Luxury or Add-On

by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving

Did you get your share of the $41 billion dollars in the United States that donors willed to their favorite charities in 2020?  If not, you’re likely one of those managers and leaders who think that investing in planned giving is a luxury – something you do IF there...
Year End Planned Giving To Do List

Year End Planned Giving To Do List

by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving

OK, 2020 is about to close. And folks are out there scrambling on the last minute details of Christmas and “doing what needs to be done” on financial planning/charitable giving for the end of the year. We asked our Director of Planned Giving Services, Bob Shafis, to...
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