PLANNED GIVING RESOURCES
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Discover your organization’s estate gift potential
“Our foundation had a goal by 2020 to have $10 million designated towards the foundation through Money for Ministry. We found that we have more like $20 million designated.”
John Booy, Potter’s House
Your proven road-map to more estate gifts
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Nonprofit Fundraising Resources
Turn Single Gifts Into Monthly Giving Programs
Many people donate a gift to your organization because they’re passionate about your mission or compelled by a specific initiative. But what kind of impact could they have as a monthly donor? The answer: massive. Not only are recurring donors your most loyal backers, they also historical give more.
Accept Retirement Assets
Many people who desire to practice good stewardship of their resources view estate planning as a wise way to provide for their loved ones and communicate what matters most in their lifetime. A great way to do this is by leveraging your retirement assets and the permanently-instated IRA charitable rollover. The rollover allows you to bless the organizations you care about while also avoiding heavy taxation on your assets and income.
Acquire More Gifts from Donor-Advised Funds
You already know Donor Advised Funds (DAF) are a popular giving tool, but the speed at which they’re growing is astounding. Many people are intimidated to ask for gifts from donors. But the number one reason your organization isn’t receiving DAF gifts is donors don’t know you accept them. Don’t shy away, promote!
How to Create a Shareable Brochure
Your most enthusiastic supporters are always looking for a good reason to bring you up. So, it’s great to have a mission-centric piece they can easily share with their friends. A simple brochure or one-sheet can create interest in your organization and inspire your reader. Just be sure you rely more on inspiration than information. A few stats can impress, but getting to your reader’s heart will make a bigger splash.
Money for Ministry’s Guide to Understanding Your Donor Funnel
Every donor is a planned giving prospect, but each person is at a different spot in their journey. We recommend creating content that targets each of these three types of people, understanding they have varying degrees of familiarity with planned giving – some are barely aware of the concept, others are actively showing interest, and the final group are ready to give a legacy gift (or have already included you in their will).
Money for Ministry’s Top Marketing Tips for Legacy Giving Programs
In closing, one of the most important parts of planned giving messaging is to remember to “ask.” Many people don’t consider legacy giving because they think their estate is too small, or because they’ve simply never had someone put the concept on their radar. In our estimation, the only reason not to ask is if it’s too soon. (No one wants a marriage proposal on the first date!)
Donor Advised Funds
A personal giving fund, known as a Donor Advised Fund (DAF), is the country’s fastest growing charitable vehicle and may be just what you’re looking for. Donor Advised Funds are an excellent choice for anyone who wants to simplify their giving and have the versatility to give whenever their heart feels inclined. Donor Advised Funds have quickly become a favorite of so many because they make giving simple and enjoyable.
Informational Handout for Ethical Wills
An ethical will is a personal document you create to communicate your values, experiences, life lessons and family heritage to your loved ones. Unlike a legal will which focuses on passing along your physical assets, property and items of monetary value, an ethical will serves to share guiding principles, memories, spiritual values, stories of personal faith, family objects with personal (but not necessarily monetary) value and future wishes for your family.
Charitable Gift Annuities
Many people who desire to financially support charities they care about have chosen a giving vehicle called a Charitable Gift Annuity (CGA). This simple arrangement involves a charitable gift and an ongoing income; individuals can give, while also receiving a permanent income stream for life. CGAs are often an excellent fit for anyone who lives on a fixed income or is concerned about outliving their retirement — but still wants to live generously.
How to Integrate Legacy Giving with your Capital Campaign
A capital campaign can be a great way to maximize the moment and your organization’s long-term vision for an estate gift. It should be as comprehensive as possible: enhancing all funding sources, including planned giving or legacy giving.
Assets Non-Profits Can Accept
When people think about giving to charity, they often go straight to writing a check, but it’s wise to consider other non-cash options too. Did you know research shows that about 90 percent of wealth is actually held in non-cash assets? As a result, many people incorrectly assume the value of their estate is much less than it actually is — and miss out on important opportunities to further charitable causes or bless their loved ones in significant ways!
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