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 91

Insurance Insurance Readiness Donation 91

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 73

Insurance Insurance SAM Liability 73

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

JULY 21, 2022

While there are lots of different kinds of planned gifts, like trusts, annuities, stock, and life insurance, the most common planned gifts are bequests, where someone simply leaves your nonprofit in their will. You could set up an endowment and possibly be set financially from here on. Hey, it happens!

Pass-Through 64

Pass-Through Insurance Insurance Donation 64

Get Fully Funded

APRIL 6, 2021

For example, an organization that sets up clinics in African and Latin American countries has a large Advisory Board made up of executives from local corporations, including several healthcare and insurance companies. Now that you have your Board assembled, you are ready to execute! How often will the board meet?

Nonprofit 111

Nonprofit Government Goals Insurance 111

CauseVox

JUNE 28, 2021

Oh, and don’t forget to look into “hole-in-one” insurance if you plan to give a prize for this accomplishment! This doesn’t have to be an elaborate night event with food and drinks (although that is definitely an option). Ready to make your favorite fundraising event idea for your nonprofit (or your favority nonprofit) a reality?

Fundraising 98

Fundraising Donation Insurance Insurance 98