This month Give & Take talks with Tamara Sperling, director of gift planning at The Wilderness Society in Washington, D.C. The Wilderness Society recently completed a third charitable lead trust (CLT) from a long-time board member. Here Sperling explains how the benefits of the lead trust—for the donor, his grandchildren and The Wilderness Society—have influenced …Read More

The cover letter that accompanies gift planning information can in large part be a key to the response you receive. What the letter adds to the package can depend largely on its appearance, its content and tone and who signs it. The letter’s design, of course, helps determine its visual appeal and level of readability. …Read More

“We need to build our endowment.” If that’s something you hear frequently from your board and senior management these days, you’re in good company. We increasingly hear from all types of nonprofits eager to build endowment. Having listened to many people describe their endowment development efforts, however, it is apparent that a number of very …Read More