Tag: Planned Giving

The Odd Couple: Capital Campaigns and Planned Giving

Written by website@neigerdesign.com on November 5, 2019. Posted in Uncategorized.

Historically, planned giving and fundraising campaigns have had a somewhat rocky relationship. There is sometimes a dismissive attitude towards planned giving (and, by extension, those making planned gifts) from the principal and major gifts departments of development. This attitude usually stems from the rather erroneous assumption that those prospects opting for planned gifts really are “getting off easy,” and that development shops that promote planned giving enable major gift prospects to take the easy way out.

Positioning Your Organization for Growth Post-Recession

Written by website@neigerdesign.com on November 5, 2019. Posted in Uncategorized.

When the Great Recession hit in 2007, many financial advisors were telling investors to stay in the market in order to, eventually, benefit from an anticipated rebound. But that’s the world of investing. In the nonprofit world, this advice would prove to be nearly impossible to follow.

With a decline in the economy, giving also declined. Reduced funding meant that we had to take a hard look at our budgets and make some tough decisions. Many nonprofits were forced to reduce staffing and resources for development operations.

According to the Giving USA report released last week, giving has finally surpassed the high from before the recession. When we’re working with clients, we’re seeing a renewed sense of optimism, and that’s exciting. But how can we make the most of this upward trend to strengthen our development programs and, ultimately, our organizations?

The Elusive Super Savers of Planned Giving

Written by website@neigerdesign.com on November 5, 2019. Posted in Uncategorized.

Who did you include in your last planned giving mailing? If you just mailed to the usual list of donors, chances are you’re missing out.

Our clients North Park University recently completed the most successful campaign in its history. While performing our post-campaign assessment, we examined all of the bequests they’d received during the campaign. We wanted to see to what degree past giving is an indicator of future likelihood of receiving a planned gift, and if there was a relationship between the amount of historical giving and the size of the planned gift.

Development Dilemma: Counting & Recognizing Planned Gifts in Campaigns

Written by website@neigerdesign.com on November 5, 2019. Posted in Uncategorized.

In our weekly column, consultants with decades of nonprofit experience answer your questions about fundraising, boards, strategy and more. To ask a question and be featured (anonymously!) in the column, email your questions to info@twbfundraising.com.