Ten tips on how to work with your direct mail provider

This article originally appeared in Canadian FundRaiser. Clip and tape this checklist someplace you can see it- every time you prepare a mailing project. Will it bullet-proof you against every contingency? Probably not. But - it helps us maintain a...

Use donor research to build the foundation

Raising money -- or creating a monthly donor program -- without conducting research is like trying to build a house without blueprints. It is sometimes said that research is what you do before you spend a lot of money, and...

Obstacles to starting monthly giving programs… and how to overcome them

1. I don't have the financial resources to launch a monthly giving program... Start small! If you can't afford to develop a logo, letterhead, and special newsletter for a monthly giving program and provide valuable benefits to members, then just...

Visiting elderly donors: 10 big challenges

The following article is reprinted from the July and August 1999 issues of Gift Planning in Canada (TM), Copyright ©1999 by Planned Giving Today® Having been at the University of Victoria for 12 years now, I have had the privilege...

Five distinct types of fundraising volunteers

Fundraising becomes easier when a nonprofit group has the right array of volunteers. What are the right types? Twenty years of experience have led me to cluster them into five unique styles. 1. The Decision-Makers When decision-makers are good, they...

Monthly donors are your best opportunity for a legacy

There is no other group on your donor file more likely to leave you money in their wills than your monthly donors, donors who have really bonded with your cause. They're willing to give you direct access to their personal...

Book Review: The Cathedral Within: Transforming your life by giving something back

The Cathedral Within: Transforming your life by giving something back By Bill Shore; US$21.95 + shipping and handling; Butterworths; available in our bookstore Bill Shore, founder of Share Our Strength, an anti-hunger, anti-poverty organization, profiles community leaders throughout the United...

Sample bequest wordings — Let me count the ways…

1. Capital Bequest - Unrestricted use I direct my Estate Trustee to transfer as a gift to [Charity] the sum of $_____, (____% of my estate or residue of my estate), to be used for such purposes in connection with...

Get wild with planned giving: think of it as fundraising!

Imagine writing a foundation proposal requesting "lots of money for a big building to support our good work." The most sympathetic foundation executive wouldn't tolerate such a vague and lazy request for a minute. Yet most planned giving programs tell...

CRTs offering great potential, but awaiting clarification from hesitant Canada Customs & Revenue Agency

In Canada the charitable remainder trust has, until recent years, been virtually unknown. The United States, however, has been so taken by the concept that the most common form of a planned gift there, with the exception of a bequest,...