Strengthening organizational capacity: Social finance survey report

Social finance: the promise of a brighter tomorrow If you find it increasingly tough to cultivate and manage a gaggle of funders and their divergent needs, an emerging class of financing may become a vital new source of sustainability for...

Flow-through shares as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Listen and learn: Marketing your planned giving program

They say that two things in life are certain - death and taxes - and planned giving deals with both. At first glance, the idea of marketing planned giving programs might appear to require a certain degree of delicacy. After...

Your planned giving program on the web

Why the web? The Internet is an effective and increasingly important communications tool with donors and professional advisors. Research in the U.S. has shown that, for donors making a decision with respect to bequest gifts in their wills, the preferred...

Life insurance as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our new miniseries about the legal side of planned giving, Adam Aptowitzer,...

Charitable remainder trusts as a planned giving option

Planned (or deferred) giving can be an excellent way to donate to charity, but not everyone understands the many options available to them...and that includes the charities! In our miniseries about the legal side of planned giving, Adam Aptowitzer, a...

Tracking constituents in small and mid-sized organizations

How are small organizations tracking constituents? What are they struggling with, and what works well? In partnership with the River Network, we spoke to a number of river conservation groups about their constituent databases, and reported back with best practices...

Technology and donor stewardship: Bringing the human touch into the 21st century

They say that technology, in many respects, has made life easier for most of us. At work, new tech like e-mail and file sharing have become staple methods of communication with clients and colleagues. But studies are showing that just...

The Social Entrepreneurial Mindset: You, too, can think like an innovator

I guess you can say that Geoff Cape knows a thing or two about social entrepreneurship. For approximately 18 years, he has led Evergreen, a national charity and social business venture with a mission of bringing communities and nature together...

Online fundraising: The new tools that will change the face of philanthropy

In his 2000 book, The Tipping Point, author Malcolm Gladwell wrote about the power of people he called “connectors”. Social engagers, these individuals tend to have a large network of contacts from a range of social, professional, economic and cultural...