Though thanking your donors may not be as formal a process as it once was, that doesn’t mean it is any less important. Here are some things to remember for proper planned giving etiquette when you are saying “thank you”: Timing is everything. Make a habit of thanking your donors as soon as possible after …Read More

When it comes to planned giving, showing appreciation for your donors goes a long way. 1. Personal visits. There is no better way to express appreciation for a gift, especially a large one, than meeting face-to-face with your donor. 2. Notes and phone calls. In addition to sending the acknowledgement required for tax purposes, a …Read More

Once again, there have been dire predictions for charitable giving after Giving USA published their 2024 findings showing inflation-adjusted giving fell in 2023. The way charities fare in tough times depends on several things, particularly their reaction to the first signs of a recession. Inexperienced decision-makers may understandably err on the side of caution and …Read More