Planned Giving Insights and Information

Year-End Giving

As a general rule of thumb, when it comes to planned giving marketing at year-end, I advise our clients to stop distributing planned giving targeted mailings by October. Most organizations are in full throttle with their end-of-year and annual fund solicitations intended for outright giving. Trying to compete against annual fund solicitations with planned giving mailings doesn’t make good business sense, and doesn’t consider how the recipient is inundated with year-end solicitations in general.

Hidden CGAs: A Cautionary Tale

There are two scenarios for how the funds from a gift annuity issued by one organization might ultimately be directed to another organization. In one situation, Charity A either doesn’t issue gift annuities at all or doesn’t issue them in a particular state, but knowingly directs a donor interested in a gift annuity to another charitable organization (Charity B) that will issue a gift annuity to the donor. In this situation, Charity A has the opportunity to proactively look into Charity B, the issuing organization, and to understand how the gift will be managed and distributed.

Marketing Day at the Planned Giving Group of New England

People often have ominous feelings about Friday the 13th, but last Friday I attended our local planned giving council meeting where November is marketing month. Nothing unlucky was happening here.

PG Calc Celebrates Halloween

PG Calc has a long tradition of celebrating Halloween. Every year there are tricks, treats, and of course, costumes!