How, when and why to secure planned gifts that bring real returns.
Components and relative benefits of bequests in wills, annuities, a variety of trusts, retirement accounts and other planned gifts to nonprofits are described.
Why nonprofit board trustees, senior managers, advancement professionals, every staff member and stakeholders can help stimulate the easiest gifts to make – planned gifts that secure an institution’s future!
Roles of planned giving newsletters, seminars, financial and legal advisors, board trustees and individual visits.
Fundraising from America: A Guide Planned Giving ProgramsAdam Davidson
Does a Charitable Remainder Trust, Beneficiary Designation, Bequest of Shares or Tangible Personal Property, Annuity or Charitable Lead Trust mean anything to you? If it doesn’t spend an hour with us and it will. These are sophisticated giving methods by which you can tempt your highest givers to make larger donations to you. It’s not difficult but it is very common in America and many of your donors will have been offered these methods by the nonprofits and other organizations they support. You need to know about them in order to be able to compete effectively.
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
Kay is a veteran volunteer, development officer, and consultant whose books, presentations,
and consulting have changed the vocabulary of the development profession and inspired countless individuals and organizations to perform at the highest levels. In her keynote, she will share what she has learned, what we can learn from what she has learned, and what she sees for the future of our profession.
Upreports helps businesses, startups, and entrepreneurs with everything that facilitates growth. Hence, it only makes sense to assisted them with pitch decks and investor presentations as well. Upreports Infotech created this investor deck PDF for a charity startup that plans to revolutionize India's donation ecosystem.
By sharing our one of the best pitch decks of 2017 and 2018, we want to help entrepreneurs creating their business presentations and investor decks. Have a look at our pitch deck that got funded by downloading the investor deck PDF to gain insights into best pitch deck design practices, strategic investor pointers, pitch deck samples, and much more.
Need help with your pick deck or investor deck design? Get in touch with us at hello@upreports.com to discuss your deck goals. We assure you the best pitch deck and investor PDF to raise funding for your unique business!
Do you ever wish you could get all of your board members involved in donor and fund development? Then this workshop is what you need to create a program where all your board members will be working with you on resource development.
I have posted the first version of the PledgeGo pitch deck. This is a high-level presentation of the PledgeGo model and the value we bring to our donors and charities.
Fundraising from America: A Guide Planned Giving ProgramsAdam Davidson
Does a Charitable Remainder Trust, Beneficiary Designation, Bequest of Shares or Tangible Personal Property, Annuity or Charitable Lead Trust mean anything to you? If it doesn’t spend an hour with us and it will. These are sophisticated giving methods by which you can tempt your highest givers to make larger donations to you. It’s not difficult but it is very common in America and many of your donors will have been offered these methods by the nonprofits and other organizations they support. You need to know about them in order to be able to compete effectively.
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
Kay is a veteran volunteer, development officer, and consultant whose books, presentations,
and consulting have changed the vocabulary of the development profession and inspired countless individuals and organizations to perform at the highest levels. In her keynote, she will share what she has learned, what we can learn from what she has learned, and what she sees for the future of our profession.
Upreports helps businesses, startups, and entrepreneurs with everything that facilitates growth. Hence, it only makes sense to assisted them with pitch decks and investor presentations as well. Upreports Infotech created this investor deck PDF for a charity startup that plans to revolutionize India's donation ecosystem.
By sharing our one of the best pitch decks of 2017 and 2018, we want to help entrepreneurs creating their business presentations and investor decks. Have a look at our pitch deck that got funded by downloading the investor deck PDF to gain insights into best pitch deck design practices, strategic investor pointers, pitch deck samples, and much more.
Need help with your pick deck or investor deck design? Get in touch with us at hello@upreports.com to discuss your deck goals. We assure you the best pitch deck and investor PDF to raise funding for your unique business!
Do you ever wish you could get all of your board members involved in donor and fund development? Then this workshop is what you need to create a program where all your board members will be working with you on resource development.
I have posted the first version of the PledgeGo pitch deck. This is a high-level presentation of the PledgeGo model and the value we bring to our donors and charities.
Young Professionals and Junior Boards: Beyond the Kid’s Table to Meaningful E...Bloomerang
https://bloomerang.co/resources/webinars/
As young professionals who have served both as members and staff managers of these groups, Sarah Willey and Corinne Austin will lead you through the research on Next Gen supporters, challenges to anticipate, and steps your organization can take to start a new young friends board from scratch OR to maximize the potential of your existing group.
Your nonprofit board of directors can be more effective at bringing money in the door. Here are 9 ways to get them started fundraising for your organization.
Note: This slideshare is of Version 1.0 published in 2015, Version 2.0 was published in 2021.
The first version was published on a free-but-donate, effectively on the basis that you made a donation to Resurgo Spear if you enjoyed it. In that spirit, it will continue to be freely available (although some of the examples are now dated). v2.0, the latest version of the book, is available at: https://fundraisingfieldguide.com It has many more updated examples, content, and references.
The Fundraising Field Guide was written to help early-stage tech startup founders decipher and navigate the fundraising process. It is based on a collection of blog posts published on my site thedrawingboard.me and has been published using Reedsy, a marketplace for self-publishers to connect with an online community of editors, illustrators and marketers. The book provides an overview of the common challenges experienced by entrepreneurs when going through the funding process.
I hope you enjoy it!
How to Overcome Your Board's Fear of Fundraising, Once and for All4Good.org
The purpose of this webinar is to think systematically through the process of getting your board involved with fundraising. We'll discuss how to help your board understand and overcome their fears; explore and act on their passions and become dedicated ambassadors, advocates and askers.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
Donor Retention Education with Wayne Robbins - BloomerangBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
- Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
- Understand how to calculate your donor retention rate
- Learn new donor communications techniques in order to improve donor loyalty and retention
Webinar: Look Before You Leap What You Need To Know Before You Write That Gra...TechSoup
In this presentation you will learn common misconceptions in the grant seeking process and discover the requirements most funders expect nonprofits to fulfill. Participants will also learn how to move from simply being eligible to creating strong, competitive applications.
According to research of giving patterns since 1966 compiled by the Giving USA Foundation, only bequests averaged an increase during recessionary periods. All
other types of giving either remained static or reported declines.
But is your planned giving program getting its fair share of the marketing budget?
We scoured the internet to find the following awesome information. And, although we can’t take credit for the research, we can take credit for the pretty charts!
So feel free to share this report with colleagues and friends (including your board). And when you’re ready to engage in serious marketing to find hidden gifts, generate
leads and cultivate relationships, we hope you’ll reach out to us: http://imarketsmart.com/contact-us
After all, our mission is to help further your mission.
ENJOY THE REPORT!
Young Professionals and Junior Boards: Beyond the Kid’s Table to Meaningful E...Bloomerang
https://bloomerang.co/resources/webinars/
As young professionals who have served both as members and staff managers of these groups, Sarah Willey and Corinne Austin will lead you through the research on Next Gen supporters, challenges to anticipate, and steps your organization can take to start a new young friends board from scratch OR to maximize the potential of your existing group.
Your nonprofit board of directors can be more effective at bringing money in the door. Here are 9 ways to get them started fundraising for your organization.
Note: This slideshare is of Version 1.0 published in 2015, Version 2.0 was published in 2021.
The first version was published on a free-but-donate, effectively on the basis that you made a donation to Resurgo Spear if you enjoyed it. In that spirit, it will continue to be freely available (although some of the examples are now dated). v2.0, the latest version of the book, is available at: https://fundraisingfieldguide.com It has many more updated examples, content, and references.
The Fundraising Field Guide was written to help early-stage tech startup founders decipher and navigate the fundraising process. It is based on a collection of blog posts published on my site thedrawingboard.me and has been published using Reedsy, a marketplace for self-publishers to connect with an online community of editors, illustrators and marketers. The book provides an overview of the common challenges experienced by entrepreneurs when going through the funding process.
I hope you enjoy it!
How to Overcome Your Board's Fear of Fundraising, Once and for All4Good.org
The purpose of this webinar is to think systematically through the process of getting your board involved with fundraising. We'll discuss how to help your board understand and overcome their fears; explore and act on their passions and become dedicated ambassadors, advocates and askers.
CEOs and boards of non-profit organisations can add great value to the fundraising process but many are unsure what their role is and how to get started.
These slides which follow show some of the messages we use in our seminars with CEOs and Boards.
Donor Retention Education with Wayne Robbins - BloomerangBloomerang
https://bloomerang.co/retention
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. The dismal news in this report can and should be an eye opener for every nonprofit engaged in fundraising.
We will focus on the root causes of poor retention rates, and offer tips for improvement based on the principles of Dr. Adrian Sargeant and Tom Ahern: two world-renowned authorities on building donor loyalty. Sargeant and Ahern’s principles are based upon years of research conducted in the sector and can be used by any organization, whether you are a one-person shop or a large department. We will show examples of their principles in action. The results can be astounding when put into daily use!
Learning Outcomes:
- Be familiar with current research on donor retention and how an increase or decrease can impact your bottom line
- Understand how to calculate your donor retention rate
- Learn new donor communications techniques in order to improve donor loyalty and retention
Webinar: Look Before You Leap What You Need To Know Before You Write That Gra...TechSoup
In this presentation you will learn common misconceptions in the grant seeking process and discover the requirements most funders expect nonprofits to fulfill. Participants will also learn how to move from simply being eligible to creating strong, competitive applications.
According to research of giving patterns since 1966 compiled by the Giving USA Foundation, only bequests averaged an increase during recessionary periods. All
other types of giving either remained static or reported declines.
But is your planned giving program getting its fair share of the marketing budget?
We scoured the internet to find the following awesome information. And, although we can’t take credit for the research, we can take credit for the pretty charts!
So feel free to share this report with colleagues and friends (including your board). And when you’re ready to engage in serious marketing to find hidden gifts, generate
leads and cultivate relationships, we hope you’ll reach out to us: http://imarketsmart.com/contact-us
After all, our mission is to help further your mission.
ENJOY THE REPORT!
MarketSmart Inside the Mind of the Planned Giving Donor with Russell JamesMarketSmart
Dr. Russell James has revolutionized the way nonprofits approach marketing planned gifts. Using the latest scientific technology, Dr. James researches brain activity in fundraising prospects – specifically the prospects’ brain activity when they are solicited for traditional gifts vs. planned gifts. Register today to learn why traditional fundraising approaches backfire when marketing planned gifts, and how you can use this information to find more planned gifts today.
MarketSmart Words That Work: The Phrases That Encourage Planned GivingMarketSmart
What if you knew exactly which words would inspire your donors to carry out more planned giving?
Here's what you'll learn;
->Which types of donor stories will elicit the most favorable response from your planned giving prospects
->Which donor demographic is more responsive to bequest giving marketing
->Which words you should avoid to maximize legacy gift disclosures
->The right way to talk about the benefits of planned giving
->The motivational effects of tax benefits on charitable interest
From OK to OMG: How to be an Extraordinary Planned Giving ProfessionalKatherine Swank
Whether your planned gift program is old or new, large or small, you can always improve upon your success. Join this session to assess your program to determine if there’s room to grow from good to great, or assure yourself that your efforts are already exceptional because you have the donor interaction, strategic planning, and reporting already in place that puts you on top.
Original white paper and presentation conceived, researched, written and delivered by Katherine Swank, J.D., 2012 and 2013
Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
Report of recent fMRI findings on brain activations associated with charitable estate planning decision making and potential implications for fundraisers
How to align a fundraising team to secure “stretch gifts.” Ask appropriately to grow philanthropy. Gain insights to help your team discover, qualify, engage and ask donor-investors who are pre-disposed to give.
This webinar offers ways to find resonance with stakeholders and sustain compelling communication for effective engagement, and for solicitation of major gifts.
Hear how to execute a fundraising plan that brings real returns on investment.
To grow philanthropy in the new economy, savvy nonprofit board members, executives and advancement leaders have increased efforts to solicit major gifts. Learn how to align a fundraising team to secure “stretch gifts.” Gain insights to help develop and execute strategies for your team to discover, qualify, engage and ask the right donor-investors. This webinar will offer ways to reach and find resonance with donor-investors and to sustain a compelling conversation for effective engagement and solicitation of major gifts. Hear how to execute a fundraising plan that brings real returns on investment.
How deeply should the CEO and board trustees of a nonprofit be involved in fundraising?
Apparently still a question for some! Yet transformational advancement is all about leaders…leaders…leaders!
Webinar participants are invited to dream big and be real about the keys to deliver transformational fundraising and communication. This program will enable participants to tell a story that stirs the emotions, connects communities and engages folks pre-disposed to give.
Why, when and how to plan and take an institution’s fundraising to higher levels of accomplishment is the focus of this session. To help grow philanthropy, participants are asked to present current questions and concerns and to share insights, ideas and creative ways to transform fundraising efforts, considering challenges to
• Share your story of value.
• Recruit and coach fundraising leaders.
• Build a generous board.
• Mine giving records.
• Sustain conversations and thanks to make “asks” happen.
The focus here is not good, better or best, but virtuosity in institutional advancement.
A 7-step process is outlined to help begin a transformational trajectory within 100-days that maximizes your institution’s potential for success.
One of our client organizations recently discovered that more than 80% of their first time donors did not renew their support. We showed them that research has shown that it costs as much as 4.5 times more to acquire a first time donor as to renew an existing donor. Through an interactive examination of best practices in gift acknowledgement, recognition and donor cultivation, we will explore the value of stewardship as a revenue enhancer.
The Artful Solicitor: Successful Major Gift Moves Management4Good.org
Major gifts fundraising is highly individualized. It focuses on the 10 percent who can give the 90 percent. Unlike direct response and special events, a major gift solicitation is most likely to succeed only when you physically and psychologically get in "front" of your prospects. Involvement is the key.
Moves Management, initially developed by G.T. "Buck" Smith and David Dunlop at Cornell University, is a disciplined process of relationship management that is the best way to assure the maximum return on investment. During the webinar, we will examine the process and explore the methods of moves management from prospect identification and research through involvement, solicitation and stewardship.
Nonprofit Insights: LinkedIn Board Connect (and Other Tech Tools for Building...VolunteerMatch
For the December session of Nonprofit Insights, Alice Korngold, CEO of Korngold Consulting, LLC, and Bryan Breckenridge, Nonprofit Success Enabler at LinkedIn, discuss the importance of developing a strong nonprofit board, the challenges many organizations face in doing so, and the technology tools that can help your nonprofit successfully engage board members.
In addition, Breckenridge demonstrates the key features of Linkedin's new Board Connect, a package of powerful social networking tools and training to engage board members from LinkedIn's community of 185 million professionals.
2 Authors of the study, Greg Geracie & David Heidt, discuss surprising findings of this important research on product team success. Moderated by Cindy F. Solomon, CPM, CPMM for AIPMM Webinar Series
HHS IT Challenges and Requirements for 2013 by Frank Baitman, Deputy Assistant Secretary for Information Technology and Chief Information Officer, Department of Health and Human Services
Similar to Best Practices to Advance Planned Giving (20)
Nonprofits today are faced with unprecedented challenges, and yet we continue to approach board leadership using concepts from thirty years ago. As our organizations enter into new territory, so our boards need to lead differently - yet we continue to put our efforts into getting the structure 'right'. But there is no magical number of board members or committees, or use of Robert's Rules of Order or Consent agendas, that will transform our boards into the strategic thinkers or powerful decision makers they need to be. Instead, structure must be seen as only the foundation - and board behavior and dynamics approached in a new way - to lead effectively into the future.
On Today's Menu: Your Successful Grant Proposal4Good.org
How can you whip up a successful grant proposal? You’ll need just the right proportions of research, planning, drafting, and editing. And don’t forget to garnish with tasty feedback and a dash of good timing!
Foundations and corporate funders are always looking for ways to make good investments in your community. To partner with them, you have to show exactly how you can help make that happen!
Webinar participants will get a special discount on Dalya’s award-winning book, "Writing to Make a Difference: 25 Powerful Techniques to Boost Your Community Impact."
Who should attend: This webinar is ideal for: nonprofit directors, staff, board, volunteers, and consultants who help raise money from foundations and corporations; jobseekers are also welcome.
Successfully Outsourcing Your Accounting Function4Good.org
For startup or small nonprofits, hiring the right financial expertise can be challenging. Outsourcing to a qualified firm allows you to focus your efforts on mission and fund raising, can strengthen internal controls and often results in significant improvements in your overall financial management and reporting. The keys to success are to clarify your expectations for outsourcing and identify the right outsourcing partner with whom your organization can build a collaborative relationship.
Inbound Marketing & Millennial Donors: A Perfect Marriage4Good.org
The Millennial Generation does not want direct mail from your nonprofit, nor do they want generic communications. To get to these early donors, 84% of which donate or want to donate online, you'll need to earn it through transformative content that effectively tells the story of your cause.
In this webinar learn how to utilize inbound marketing techniques to attract Millennial donors who live on their smartphones, and to how incentivize their giving to your fundraising efforts.
Building your brand – A practical guide for nonprofit organizations4Good.org
This "brand 101″ session is designed to help nonprofit leadership and board members understand the basic concepts around developing and maintaining a strong brand.
Many entrepreneurs – social, triple bottom line or otherwise – do not avail themselves of all potential capital sources when seeking funding to grow or scale, limiting prospects to cash flow their initiatives. This seminar explores a range of options for funding: external in the marketplace, internal within an organization, new ideas and classics not to overlook.
Most nonprofits involve volunteers in program areas and administrative areas. You might not be aware, however, of the many ways you can involve volunteers in your fundraising activities. This webinar will outline ways you can involve volunteers in fundraising, where to find volunteers, how to recruit them, and how to keep them enthused about your organization.
Could your mission statement describe any of several other organizations that are similar to yours? Do you just haul it out once a year for your annual report and 990? If you’ve been around for many years, you’re clear about your nonprofit’s value to your community, your stakeholders and/or your cause, why bother to revisit your mission statement?
The answers to these questions can make the difference between sustainable success and failure in several ways. Organizations that have a page-long mission statements and think that any effort to review it would be just empty wordsmithing may want to join us for this webinar to see what a rigorously crafted mission statement can do for marketing, fundraising, stakeholder loyalty, strategy, and managing change.
Enter your mission statement in the 4th annual What’s Your Mission? Competition, at http://bit.ly.SyPmission
Takeaways:
Why your mission statement is so important.
Why it’s worth editing your mission statement–and how to do it.
What’s in a good mission statement, and what’s not.
How a good mission statement forms the basis for strategic decisions.
How to measure your performance against your mission statement, and why that’s valuable.
e-Strategy for Your Nonprofit (Cast Your NET, Catch More Fish: Effective Inte...4Good.org
This seminar shows how any nonprofit can develop and execute an Internet strategy to further its mission. We’ll examine how nonprofits are using the Internet, how they’d like to be using the Internet, and how they should be using the Internet (but may be unaware of) – and how to bridge that significant gap easily and quickly. You’ll learn how to drive more traffic to and fundraising through your site. We’ll give specific suggestions on how you can improve your website so it will offer lots for your website visitors to SEE and lots for them to DO.
Key Leadership Factors for Fundraising Success4Good.org
As the CEO of your organization, you are tasked with many things from operations to quality improvement; fundraising is only one of your concerns. But did you know that everything you do affects fundraising? In fact, the most important factor in fundraising success is not the competence of your fundraiser but your own leadership and that of your Board of Trustees. Join Susan Black, CFRE to learn the six key factors for fundraising success that every nonprofit leader needs to know.
Barriers to Change: Understanding Roadblocks to Progress in Organizations and...4Good.org
We all say that we desire change yet, it seems so difficult for it to actually occur. In this webinar, learn more about the barriers to change that keep us from moving forward in our personal, professional and organizational lives.
Nonprofit Blogging Best Practices: Why Your Nonprofit Needs a Blog and How to...4Good.org
Despite the popularity of social media including “micro-blogging” sites like Tumblr and twitter, traditional blogging is still one of the most important tools in your digital marketing arsenal.
Larger nonprofits have been early adopters of blogging, seeing the benefits in increased website traffic, email sign ups and online donations. A consistent, quality blog has been proven to have a direct benefit on marketing and fundraising efforts – so why do so many nonprofits ignore this powerful tool?
The question remains: How can smaller nonprofits get on board with blogging and create a dynamic outlet that grows their supporters and helps them accomplish their goals?
Why are some nonprofits successful at attracting funding while others struggle? How do funders differentiate between the myriad of nonprofits that want their money? How has the process of successfully approaching funders changed? This cutting edge webinar, based on the practical experience of hundreds of successful funding campaigns, examines the fundraising process from the other side of the desk, that of the funders, and illustrates the techniques that work in today’s economic environment, all designed to help you earn Asking Rights™.
Four Great Hormones to Stimulate Well-Being4Good.org
Recent neuroscience research has verified that the well-being that comes from meaningful conversations depends upon four hormones that we have the ability to either stimulate or depress in ourselves and in others. This Webinar will deal with the four and explain their role in personal and interpersonal well-being.
What do you do when someone signs up for your email list or donates to your organization? Do they have to wait until your next “monthly” newsletter to learn more about who you are and what you do? If so, you are missing out on a huge opportunity to engage, inspire and motivate your supporters to take action.
One of the best ways to engage with new subscribers (or new donors for that matter) is to create what is called a “Welcome Series” of emails. These emails are set to automatically be sent to the individual over the course of a few weeks – Day 1 they get an email, day 4 they get another email, day 8 they get yet another email, etc. These emails are designed to introduce yourself and your organization to the individual, as well as show them the impact your organization is having and why they should stay connected.
Sounds like a great idea and something all nonprofits should be doing right? The problem is that most nonprofits are not currently using a Welcome Series and are missing out on this powerful tool. If this includes your organization, then join us for this jam-packed webinar where we highlight a number of successful strategies and tactics you can start using immediately including:
- Why a Welcome Series is so powerful (Its all about the relationship)
- How to create an engaging and compelling Welcome Series
- How and why you should have multiple Welcome Series’ – subscribers, donors, attendees, etc.
- How a Welcome Series can increase your donor retention
On Today's Menu: Your Successful Grant Proposal4Good.org
How can you whip up a successful grant proposal? You’ll need just the right proportions of research, planning, drafting, and editing. And don’t forget to garnish with tasty feedback and a dash of good timing!
Foundations and corporate funders are always looking for ways to make good investments in your community. To partner with them, you have to show exactly how you can help make that happen!
Webinar participants will get a special discount on Dalya’s award-winning book, “Writing to Make a Difference: 25 Powerful Techniques to Boost Your Community Impact.”
Who should attend: This webinar is ideal for: nonprofit directors, staff, board, volunteers, and consultants who help raise money from foundations and corporations; jobseekers are also welcome.
Mission and Leadership: Work Motivation That Strikes a Chord4Good.org
Most organizations have a formalized mission statement. Too often it is merely posted on a wall in the conference room. Often, employees grow cynical and state that the organization’s mission statement is just that: an empty statement. However, other organizations follow a structured process that allows their managers to lead with integrity while using the core principles of mission-driven organizations.
In this extremely practical presentation, that Dr. Eyal Ronen has never shared in the past, he will describe the practical steps to creating a clear mission, vision, and values for the organization. He will also describe the 4 things every leader must do in order to be effective in accomplishing his or her, and the organization’s mission.
Affordable Special Events Data Tracking and Analysis4Good.org
Special events can be complex and in the process of planning a perfect event, details can be missed. Using data to track the ways in which people participated in the event can help you determine what worked, what didn't work and what people are responding to about your event.
Have You Been Sequestered?—Developing Diverse Sources of Revenue4Good.org
Many nonprofits are excessively dependent upon a single type of revenue. The classic example is the organization which is only funded through government contracts or grants. Others may be totally reliant upon one or two private foundations or local corporations. In this webinar, volunteer leaders, agency CEO's and chief development officers will learn the value of diversifying the sources of revenue so as to enhance financial sustainability.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.AnnySerafinaLove
This letter, written by Kellen Harkins, Course Director at Full Sail University, commends Anny Love's exemplary performance in the Video Sharing Platforms class. It highlights her dedication, willingness to challenge herself, and exceptional skills in production, editing, and marketing across various video platforms like YouTube, TikTok, and Instagram.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
of marketing resources. Formulating such competitive strategies fundamentally
involves recognizing relationships between elements of the marketing mix (e.g.,
price and product quality), as well as assessing competitive and market conditions
(i.e., industry structure in the language of economics).
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...my Pandit
Dive into the steadfast world of the Taurus Zodiac Sign. Discover the grounded, stable, and logical nature of Taurus individuals, and explore their key personality traits, important dates, and horoscope insights. Learn how the determination and patience of the Taurus sign make them the rock-steady achievers and anchors of the zodiac.
Tata Group Dials Taiwan for Its Chipmaking Ambition in Gujarat’s DholeraAvirahi City Dholera
The Tata Group, a titan of Indian industry, is making waves with its advanced talks with Taiwanese chipmakers Powerchip Semiconductor Manufacturing Corporation (PSMC) and UMC Group. The goal? Establishing a cutting-edge semiconductor fabrication unit (fab) in Dholera, Gujarat. This isn’t just any project; it’s a potential game changer for India’s chipmaking aspirations and a boon for investors seeking promising residential projects in dholera sir.
Visit : https://www.avirahi.com/blog/tata-group-dials-taiwan-for-its-chipmaking-ambition-in-gujarats-dholera/
FIA officials brutally tortured innocent and snatched 200 Bitcoins of worth 4...jamalseoexpert1978
Farman Ayaz Khattak and Ehtesham Matloob are government officials in CTW Counter terrorism wing Islamabad, in Federal Investigation Agency FIA Headquarters. CTW and FIA kidnapped crypto currency owner from Islamabad and snatched 200 Bitcoins those worth of 4 billion rupees in Pakistan currency. There is not Cryptocurrency Regulations in Pakistan & CTW is official dacoit and stealing digital assets from the innocent crypto holders and making fake cases of terrorism to keep them silent.
How to Implement a Real Estate CRM SoftwareSalesTown
To implement a CRM for real estate, set clear goals, choose a CRM with key real estate features, and customize it to your needs. Migrate your data, train your team, and use automation to save time. Monitor performance, ensure data security, and use the CRM to enhance marketing. Regularly check its effectiveness to improve your business.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
Event Report - SAP Sapphire 2024 Orlando - lots of innovation and old challengesHolger Mueller
Holger Mueller of Constellation Research shares his key takeaways from SAP's Sapphire confernece, held in Orlando, June 3rd till 5th 2024, in the Orange Convention Center.
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
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4. Today’s Speaker
Rod Miller
CEO,
Executive Institutional Advancement
Exchange
Assisting with chat questions: Hosting:
April Hunt, Nonprofit Webinars Sam Frank, Synthesis
Partnership
A Service
Of: Sponsored by:
5. Best Practices to Advance Planned Giving
Rod Miller, CEO
Executive Institutional Advancement Exchange
www.ExecIAE.com
22. 3. Empower Communication
“Good advice for gift planners: stop talking about tax savings and
the technical aspects of gifts.
Instead, combine the emotional appeal of your mission with the
impact the donor’s gift can make, and you will have a winning
formula.”
- Phyllis Freedman, “Planned Giving Blogger”
July 20, 2010
www.ExecIAE.com 18
31. Overview Planned Gift Vehicles*
Planned Gift Charitable Deferred Charitable Grantor Lead Retained Life
Gift Charitable Remainder Annuity Estate
Elements Gift Annuity Trust Trust
Annuity
Income No more than No more than One or more NPO None
Beneficiary 2 individuals 2 individuals individuals
Holds Remainder NPO NPO NPO Donor NPO
Rate of Return Funct. Age/# Funct. Age/# Min. of 5% Variable Not Applicable
beneficiaries beneficiaries market value
Payments to Fixed amount Fixed, deferred Fixed Fixed amount None
Beneficiary payment percentage
Term Life income Life income Life inc. ben… Life/spec. term Life of spouses
Federal Taxation Portion Portion Inc. tax-free… May be... Appraise value
State/City Tax Varies Varies Varies Varies Varies
Rec. Min. Gift $10,000 $10,000 $100,000 Open Personal Res…
Accepted Assets Cash/stock Cash/stock Cash/stock… Cash/other… Real Estate
Rec. Min. Age of 65 35 60 No minimum To set
Beneficiary
• For Example Only: obtain advice from qualified
27
lawyers on all details