Planned Giving

APRIL 19, 2024

” To explain planned giving, let’s start with a definition: Planned giving is any major gift, made during a lifetime or at death, as part of a donor’s overall financial and estate planning. These include gifts of stock, life insurance, retirement plans, real estate, personal property, or cash. Oh, one more thing.

Insurance 98

Insurance Insurance Readiness Donation 98

Candid

DECEMBER 6, 2022

However, there are definite costs associated with operating at the state level, filing with the IRS, and registering for charitable solicitation. You may also have legal fees and operational costs, such as office space, salaries, and insurance. Whatever you decide, we’re here to help.

Nonprofit 105

Nonprofit Liability Insurance Insurance 105

Get Fully Funded

SEPTEMBER 13, 2022

6 Steps to Plan a Fundraiser Holding a fundraiser is definitely not a “build it and they will come” activity. You know how much you want to raise, you feel good that your fundraiser is a great way to represent your nonprofit, and you’re ready to go! Is special insurance needed? Okay – you’ve set your goal! Now you need to plan.

Fundraising 111

Fundraising Nonprofit Goals Insurance 111

Planned Giving

APRIL 19, 2024

” To explain planned giving, let’s start with a definition: Planned giving is any major gift, made during a lifetime or at death, as part of a donor’s overall financial and estate planning. These include gifts of stock, life insurance, retirement plans, real estate, personal property, or cash. Oh, one more thing.

Insurance 52

Insurance Insurance Readiness Donation 52

Planned Giving

AUGUST 15, 2024

Definition and Purpose of Estate Planning Think of the importance of estate planning as your way of taking care of your loved ones from beyond the grave (sounds a bit spooky, I know). It’s like an insurance policy for your life, not just your death. Steps to Create an Effective Estate Plan Ready to get started?

Insurance 96

Insurance Insurance SAM Liability 96

Get Fully Funded

MARCH 6, 2023

Pay attention to the donor/attendee experience, then weigh out the potential cost and get ready to PLAN, PLAN, PLAN! You may want to host an event like this at a local restaurant that has a liquor license and general liability insurance. Consider how much time and energy it will take to make your event successful.

Fundraising 130

Fundraising Budget Nonprofit Liability Insurance 130

Get Fully Funded

MAY 1, 2023

Be ready to share in the Financial section how this growth will impact your budget, both in revenue and expenses. This section will show potential partners that you are professional, serious, and ready to act with whatever funding they can provide. Will you need more refrigerated space? More trucks? More staff or volunteers?

Nonprofit 124

Nonprofit Funding Goals Management 124