Teaching a child to write a thank-you note for a birthday or other gift is a lesson in manners that lasts (or should last) a lifetime. Many older donors grew up in a time when thank-you notes were de rigueur. There was of course no email, text messages or tweeting. Personal stationery and calling cards …Read More
Much may be gained by looking to the past as you consider plans for future fundraising efforts. Consider the following as you set priorities for the remainder of this year and beyond. 1. Recognize that non-tax motivations will continue to be prime motivators for making large gifts. We need to be familiar with federal and …Read More
At The Sharpe Group, research on actual bequests received has continually revealed that the market for bequests and other gifts that take place at death is greatest among the oldest members of a donor constituency—normally those at least 65 and older. In fact, studies indicate that those who actually leave charitable bequests make their final …Read More
For those who work in the field of nonprofit fund development, working effectively with older individuals and helping them make charitable gifts is all in a day’s work. At times, however, development officers may find it necessary to determine whether a donor is mentally capable of completing a gift, especially one that involves the irrevocable …Read More