In early January of this year, Give & Take readers responded to a brief survey of fundraising results in 2005. They were asked whether overall funding and planned giving results of their organizations and institutions were up, down, or about the same as the preceding year. Overall some 63% of the 422 respondents said their …Read More

Whether you call it a Heritage Society, Legacy Society, or a name more tied to your institution’s mission or history, you most likely have, or need to establish, a recognition society that honors planned gift donors. Membership in these societies is usually reserved for donors who have made a commitment through a life income gift, …Read More

Charitable organizations and institutions often go to great lengths to communicate the benefits of planned gifts and devote staff and other resources to cultivating donors who have included a charitable interest in their will or other plans. All too often, however, efforts to make certain that gifts through bequests and trusts are given proper attention …Read More