Benefits and challenges of setting up an endowment fund for charity, as well as how to market these funds to your donors.
An exploration of endowment funds, including different types and how they can benefit a charity.
How to work with the donor life cycle to market different gift options to your donors at different times in their lives.
How to market a donation of life insurance to your constituents.
An explanation of how life insurance can be gifted to a charity.
How to attract donors to your planned giving program and ways to make the "ask".
There is a small but growing association between nonprofits and professional groups in the area of planned giving.
How a good planned giving officer can act as a resource and guide for the executor rather than as an adversary.
The differences between major gifts and planned gifts and the challenges of combining both into one job description.
How to overcome major challenges when visiting elderly donors.
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