Nonprofit Investment Management Blog

5 Tips Nonprofits Should Know When Making Gift Range Charts

Posted by Jay Love on Sep 13, 2024 11:30:00 AM

When hosting a capital campaign, year-end campaign, or other significant fundraising initiative, it’s crucial to be strategic about the fundraising process. While smaller campaigns and fundraising efforts should still entail thoughtful planning, larger endeavors with lofty fundraising goals require more attention to the giving process and the specific donations you’re expecting.

That’s where gift range charts come in. These resources help set major campaigns up for success. The tips in this guide will help your team build an effective gift range chart that steers your campaign in the right direction.

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Topics: Nonprofit, Major & Planned Giving, Fundraising & Donor Retention

The Nonprofit’s Playbook for Attracting Life Insurance Gifts

Posted by Megan Lencoski on Jun 26, 2024 9:30:00 AM

Forget bake sales and car washes (although, hey, we still love those classics). Have you ever felt like your fundraising toolbox is getting a little…tired? We've all been there. But what if there was a hidden gem, a strategy that could boost your bottom line with the current donor base you already have? 

In this article, we'll shed light on the often-overlooked superpower of life insurance gifts. We'll break down the "hows" and "whys" in a way that's easy to understand and leave you feeling confident and equipped to chat with your donors about this powerful giving option.

So, ditch the fundraising fatigue and get ready to discover a strategy that's as strategic as it is impactful. 

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Topics: Nonprofit, Major & Planned Giving

How to Use Nonprofit Wealth Screenings to Find Major Donors

Posted by Gabrielle Perham, MBA on Apr 18, 2024 7:30:00 AM

Your nonprofit has ambitious goals; whether you’re planning to expand one of your programs, construct a new building, or set up an endowment fund, uncovering major donors who are eager to provide significant financial support is essential to your success. But among all the individuals stored in your database, how do you know which ones are the most promising prospects to pursue? 

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Topics: Nonprofit, Major & Planned Giving

More Than Bequests: Diversifying Your Legacy Giving Program

Posted by Patrick Schmitt on Mar 14, 2024 12:14:11 PM

Legacy giving serves as a tried-and-true (if often underutilized) source of revenue for nonprofits. 

Planned gifts like bequests provide a range of benefits, including stable funding over time and opportunities to deepen relationships with your organization’s most dedicated supporters and their families. Creating a thriving legacy giving program is a worthy investment for organizations of all sizes. 

But even with a well-managed program, you may be inadvertently limiting the potential of your investment by keeping a narrow focus on just one type of gift.  

To help you maximize the impact of your legacy giving program, we’ll take a look at today’s legacy and non-cash giving options that might be excellent choices for some of your nonprofit’s donors.

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Topics: Nonprofit, Major & Planned Giving

How Qualified Charitable Distributions Can Boost Your Year-End Campaign

Posted by Megan Lencoski on Oct 11, 2022 8:00:00 AM

Every year, many Americans are required by law to withdraw money they have no immediate need for. This leaves a great opportunity for nonprofits to increase their revenue by tapping into money already on the table.

In this article, we’ll explain what Qualified Charitable Distributions are, how they benefit your organization, and how to attract more of them. We’ll even share a free QCD Appeal Letter Template for you to send to your donors and raise more money!

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Topics: Nonprofit, Major & Planned Giving

How to Use Your Nonprofit’s Form 990 to Increase Major Gifts

Posted by Megan Lencoski on Feb 1, 2022 9:15:00 AM

Finance documents can seem confusing and boring to nonprofit fundraisers and marketers. But with more nonprofits fighting for a limited amount of donors, it is critical to be strategic and thorough in your marketing and fundraising efforts.

Due to the increased popularity of online rating and charity evaluator sites, donors are turning to public records more than ever to evaluate nonprofit organizations. Continue reading to find out what a form 990 is, why it is important, and how you can optimize it to maximize major gifts and donor relations.

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Topics: Nonprofit, Major & Planned Giving

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