New Upcoming Webinar: Avoiding Estate Plan Family Feuds And Other Disasters

Heirs fighting over family inheritance under grandmother's portrait

35% of adults in the U.S. say they or someone they know experienced familial conflict because an estate plan or will was not put in place.

Webinar: October 25th 2-3PM

Help your donors help themselves: This new, comprehensive webinar will focus on estate planning best practices. We’ll show you how to:

This is a prime opportunity for fundraisers to gain valuable insight into the estate planning process — insight that will allow more comfortable, in-depth discussions about estate planning and planned gifts with older donors.

Give your supporters one more reason to consider your nonprofit when they’re planning their wills. Sign up for our webinar today to learn the basics of estate planning, and take your fundraising game to the next level.

Learn what’s at stake, what you can do to better shape legacies, and what questions to ask donors.

New Interactive Planned Giving Boot Camp

I have been asked to offer a 4-part interactive Zoom Planned Giving Boot Camp starting towards the end of November.

Click here to check out this new program.

Here is the schedule and session descriptions (limited enrollees accepted so that it can actually be interactive!):

Monday, 27 November 2023 12:00 PM – Monday, 18 December 2023 1:30 PM EST

This webinar course is designed to propel fundraisers into the area of planned giving. Each session will be up to 1.5 hours long. The 4 sessions take place over a 4-week period – same time slot each week.

This special interactive program is limited to 25 individuals so that participants have a chance ask questions and interact with each other.

While it is hoped that participants will attend each live session, the webinars will be recorded so that all registered participants can catch up on missed sessions. The fee per attendee is $500 (10% discount for additional attendees from one organization).  6 CFRE Credits will be available for this program.

Nov. 27, 2023 12 PM – 1:30 PM EST

1. Introduction to Planned Giving – This session will define what “planned giving” should mean to an average fundraiser, make the case for all nonprofits to ramp up their planned giving efforts, and provide an overview of all of the giving options including bequests, IRAs, beneficiary designations, life insurance and more.

Dec. 4, 2023 12 PM to 1:30 PM EST.

2. From Static to Dynamic: Transforming Your Planned Giving Programs To Get Results – This session will focus on the steps and approaches needed to implement, launch and/or upgrade your legacy giving program.  Planned giving marketing activities are often static and see very little results and/or interactions with actual prospects.  We will cover various marketing and promotional ideas, and how to transform them into real and immediate results.

Dec. 11, 2024  12 PM – 1:30 PM EST

3. Initiating The Legacy Conversation And Getting To The Ask – This session will focus on a core challenge in cross-training fundraisers in planned giving: initiating planned giving conversations and leading these conversations to a completed gift. We will not only discuss several actual case studies but we will ask participants to introduce their own case studies for group discussion and turning your “case for legacy giving” into your legacy giving “elevator-pitch.”

Dec. 18, 2023  12 PM – 1:30 PM EST

4. Life Income Gifts – This session will delve into the entire area of “life income gifts,” seen by many as the heart of planned giving providing some of the most interesting options for donors to consider. Building upon our initial introduction to planned giving vehicles and tax/financial planning concepts in prior sessions, we will go into depth on the specific options available, the details as to how they work, and start preparing fundraisers to identify ideal circumstances and how to initiate conversations.




The Great Wealth Transfer: Is It Really Here?

Is the Great Wealth Transfer Finally Here?

For those who have been following my blog (founded in 2010), you should know that this is a big topic for me.  I have the BC prophets from the mid-90s to thank (or curse) for their outlandish predictions of a Golden Era for nonprofits through planned giving.  Are their predictions finally starting to come true?

So, I am back again, for around the 10th year, examining all of my favorite data points (Giving USA, VSE, IRS, etc…) looking to see if the Great Wealth Transfer has started yet (it was actually supposed to be fully underway by 2017!!!).

If you have any interest in this topic, click this link for more info about my upcoming webinar on September 20th 2-3PM.