Category

Planned Giving

The Need for Estate Planning

By | All Posts, Donor Cultivation, Fundraising, Insights, News You Can Use, Planned Giving, Stewardship, Strategic Planning | No Comments

John F. Marshall, Senior Vice President Really successful Planned Giving officers are those who understand how important it is to impress upon their organization’s donors the need to engage in good, thoughtful estate planning. And, estate planning is far more than just creating a will, although that is normally a cornerstone to creating one’s estate plan. They also understand that…

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People Give to People – Especially in Planned Giving

By | All Posts, Donor Cultivation, Fundraising, Major Gift Solicitation, Planned Giving | No Comments

John F. Marshall Senior Vice President In fundraising, we often hear the words “people give to people.” Donors and prospects are more likely to give when they are comfortable with and feel good about the person who is presenting them with a request — perhaps a university alum, a grateful patient or a supporter of the arts. But what exactly…

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Donor-Advised Funds: Parking or Philanthropy?

By | All Posts, Annual Giving, Commentary, Donor Cultivation, Fundraising, Grants, Insights, News You Can Use, Planned Giving, Prospect Research, The Giving Institute | No Comments

Jeffrey D. Byrne President + CEO The Giving Institute recently hosted its Summer Symposium in Boston, and I attended a very informative session on “The Charitable Landscape and Donor-Advised Funds” presented by Matt Nash, a Senior Vice President with Fidelity Charitable. I felt the presentation made a good case for donor-advised funds, and has helped me re-shape my thinking around…

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JB+A’s John Marshall at the Mid America Planned Giving Council’s 20th Annual Building Blocks Planned Giving Conference

By | All Posts, Organizational + Personal Development, Planned Giving, Special Events | No Comments

Friday, August 14: Be sure to attend the Conference and catch John’s session The Charitable Gift Annuity: What?…Who?…Why? John will share a comprehensive presentation focusing on the benefits of a CGA to the donor, beneficiary(ies) and the charity the types of CGA’s the tax benefits determining the payment rates review of two CGA illustrations Register Now

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