Black cats crossing your path, not walking under ladders, avoiding the number 13 … these are some of the most common “bad luck” superstitions. Here are a few more you may not have heard of:   Don’t let your purse touch the ground. Avoid the number four—it’s unlucky. Don’t step on a manhole cover. Don’t …Read More

When donors share their desire to support your charity in their long-term plans and leave a legacy, the conversation can often get stuck on details—wills, beneficiary designations, percentages, timelines—or become too transactional, potentially turning off some of your donors.   Though details are obviously essential to the estate planning process, guiding donors through their gift …Read More

Memorial gifts are some of the purest expressions of generosity. With Mother’s Day, Father’s Day and other important holidays on the horizon, now is the perfect time to remind and encourage your donors to make a gift in memory or honor of a loved one. Communications encouraging memorial gifts don’t have to be complicated. We …Read More

A successful marketing campaign (print or digital) means different things to different organizations. Generally, we advise our clients not to compare their results to those of others who may be working under very different circumstances. We believe it’s best to determine success by measuring against your own best results to date. Here are some things …Read More

While the process of making distributions to charities via beneficiary designations should be simple enough from the perspective of donors and their attorneys, the delays in charities receiving the funds can last for months or years rather than weeks. Notably, financial institutions are requiring charities and/or board members to set up an account before they …Read More