SmartAsset’s ad reads, “We’re 62 years old with $950K in IRAs. Is it too late to convert to a Roth IRA?” The debate relates to the individual’s income tax liability when converted and whether there is enough time to grow the account prior to potential income needs arising. How many of your donors may be …Read More
We would all agree that marketing is critical to planned giving. In the for-profit realm, marketing is the outbound reach to promote and sell. However, this is only 25% of the “marketing mix.” Philip Kotler, known as the “Father of Modern Marketing,” is the author of the widely accepted practice of the “4 P’s of …Read More
How many times have you left your donors a voicemail with no callback or sent an email with no response? As we seemingly become more connected through technology, are we becoming more disconnected on a personal level? Whatever the reason, it is certainly harder for fundraisers to connect with donors these days. Consider this: Just …Read More
Senior VP and Senior Consultant Joe Chickey, draws on interactions with his own parents, who are in their 90s, turning these experiences into teachable planned giving moments. Here, he explores lessons in appreciated stock. After much heartfelt discussion and thoughtful debate, my parents recently decided it was time to leave their home of 32 years …Read More