by Laura giammattei | May 13, 2024 | Nonprofits
You’re likely very consistent about reminding your donors about the benefits of giving long-term, publicly-traded securities to support your organization’s mission. Don’t ever stop! It’s so easy for a donor to forget about this and write a check, missing out on the...
by Laura giammattei | May 13, 2024 | Nonprofits
It’s common practice for fundraisers and other philanthropy professionals to use the term “planned giving,” but do your donors know what you mean? Certainly, some donors understand the term, especially those who’ve served on your board or who’ve worked with you to...
by Laura giammattei | May 13, 2024 | Nonprofits
As you and your team build momentum implementing your 2024 fundraising plan, keep in mind that many individual donors look at the same criteria used by foundations to determine whether to support a charitable organization. You may not even be aware that a prospective...
by Laura giammattei | May 6, 2024 | Professional Advisors
Charitable giving in an election yearWhile charitable giving historically has been resilient in the midst of an election, it’s worth bearing in mind that some sources predict that political donations will eat into your clients’ budgets for charitable gifts. As you...
by Laura giammattei | May 6, 2024 | Professional Advisors
When your client is getting ready to make a contribution to a fund at the Community Foundation of Dunn County or another charity, remind them not to automatically reach for the checkbook! Here are other (and typically more tax-savvy) options to consider: Marketable...
