Meeting with Wealthy Donors Is Key to Charitable Giving

Meeting with Wealthy Donors Is Key to Charitable Giving

Like most planned giving officers, you probably spend a lot of time meeting with and talking to prospective donors, developing relationships. A new study supports that approach, including a finding that 88% of wealthy donors like to meet with staff and/or board members of nonprofits before making gifts to those charities.

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The Pentera Blog

Meeting with Wealthy Donors Is Key to Charitable Giving

Meeting with Wealthy Donors Is Key to Charitable Giving

Like most planned giving officers, you probably spend a lot of time meeting with and talking to prospective donors, developing relationships. A new study…

The Tax Cuts and Jobs Act: Charitable Strategies for 2018

The Tax Cuts and Jobs Act: Charitable Strategies for 2018

The Tax Cuts and Jobs Act, signed into law by the president in December of 2017, affects the income tax of both businesses and individuals and the federal…

Joy of Giving to Charity Is Real - Especially When Women Are Involved

Joy of Giving to Charity Is Real - Especially When Women Are Involved

A new study has found that the joy of giving to charity is real and that in most cases the more you give, the happier you are. The very highest "life…

Asking the Right Way Can Triple the Likelihood of a Bequest - And Double the Amount

Asking the Right Way Can Triple the Likelihood of a Bequest - And Double the Amount

People getting professional help writing their wills are three times as likely to include a charitable bequest - and make gifts twice as large - when they…

After Donors Respond to Planned Giving Marketing, How Do You Follow Up?

After Donors Respond to Planned Giving Marketing, How Do You Follow Up?

A number of our clients have recently faced a wonderful "problem": The response to their Pentera planned giving marketing campaign was greater…

Planned Giving Revenue Up in First Half of the Year

Planned Giving Revenue Up in First Half of the Year

More than 80% of charities say that planned giving revenue in the first half of 2017 was as good as or better than last year, according to a recently…

Direct Mail Marketing Effective Among 45 to 64 Year Olds

Direct Mail Marketing Effective Among 45 to 64 Year Olds

Gift officers and others involved in planned giving marketing know that direct mail works well with the senior citizens who tend to make up the bulk of…

Gift Officers Say They Need Smaller Portfolios with Better Donor Prospects

Gift Officers Say They Need Smaller Portfolios with Better Donor Prospects

Major and planned gift officers say that only 37 percent of new donor prospects are truly qualified to make a gift and that "smaller portfolios with…

Increase in Bequests from Small Estates Is Good News for Planned Giving

Increase in Bequests from Small Estates Is Good News for Planned Giving

"Bequests down 9 percent" was the headline about planned giving that got reported most from Giving USA 2017 - but that is not the most important…