Showing Appreciation

Showing Appreciation

When I was chair of our church’s endowment fund, we instituted a successful program of thanking our planned giving donors. In addition to the usual written and telephone thank you, we held an event every year for the legacy society. I referred to it as our “report to...
Intelligent Planned Giving

Intelligent Planned Giving

Michael Rosen, in his forward to the book, Donor-Centered Planned Gift Marketing, refers to planned gifts as the major gifts of the middle class.  The point being, that no donor or charity is too small to not be involved in planned giving. Planting a tree under which...
Endowment Growth More Important Than Ever

Endowment Growth More Important Than Ever

Recently, articles have appeared that review the results of charitable giving for 2018. The results are in and they are not encouraging. Individual giving as a percentage of household income is not improving, and in many cases shows a small decrease. The biggest...
Government Threatens Charity

Government Threatens Charity

Recently, the Secretary of Education announced the proposed end to government funding of the Special Olympics program. This was soon reversed by the President and funding will continue for now.  From time to time, other charities that receive government funding are...
An Offer to Donors

An Offer to Donors

C.S. Lewis once wrote, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear – fear of insecurity.” Point being, there is a perceived competition for a limited amount of financial resources. If...
Our Quest For Significance

Our Quest For Significance

Each of us, through our contributions as volunteers and benefactors, holds the power to change the course of society for the better. We can leave our mark on this world with the time and resources that we dedicate to others. That is what becomes our legacy. The...