Oct 11, 2023 | Charitable Giving
I will be speaking at The Major Gifts and Capital Campaigns 101 Seminar in Atlanta on November 6 during the lunch hour. For seminar details, click here. I will be sharing my experiences as a board member in helping charities engage their board members in this...
Sep 13, 2023 | Uncategorized
In my last communication, I shared how engaging a donor in a conversation about planned giving resulted in a current gift. The conversation was not initially about a gift, but simply about his current status and activities. He volunteered information regarding his...
Aug 14, 2023 | Charitable Giving
Several months ago I had a conversation with a donor who supports an organization that I am close to. He has committed to make a bequest in his will. Since he was retired, we talked about his current situation, his health, and how he spending his time. The...
Jul 7, 2023 | Charitable Giving
August is National Make a Will Month. As awareness is heightened during the month, it represents an opportunity for nonprofits to chime in. From the Episcopal Book of Common Prayer comes this directive, “The Minister of the Congregation is directed to instruct the...
