Connecting with Donors’ December Spirit
December could be called the month of generosity. Many dig into their pockets to give to charity. From the dropping of a few dollars in the Salvation Army buckets at…
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2020 Year-End Advisor Checklist
Content adapted, with permission, from Russell James year-end planning guide. The end of 2020 is drawing near (thank goodness!), and year-end planning conversations are occurring with clients. Because of the…
Read MoreFinish Strong
We have just celebrated Thanksgiving, Giving Tuesday takes place in just a few days, and Christmas and New Years are right around the corner. This is a busy time of…
Read MoreHow to Prepare for Year-End Giving
Summer is drawing to a close. With fall around the corner, the prospect of cooler temperatures, autumn colors, and pumpkin spice everything, the year-end giving season is also upon us.…
Read MoreChallenge the Status Quo of Year End Giving
Christmas: It’s a wonderful time of year, full of generosity, celebration, and family. People gather together, eager to celebrate the birth of Jesus through—in part—the giving of gifts to one…
Read More3 Key Metrics to Evaluate Your Year
You’ve built communication plans, adjusted development tactics, and now you’re in the harvest season with year-end giving. There is much to celebrate, but there are still opportunities to be seized…
Read More2 Year-End Giving Strategies
For many donors, deductions have played a significant role in their year-end charitable contributions. However, with recent changes in tax laws, your clients may feel unsure of how to navigate…
Read MoreGrow Year End Communication
Because 50% of nonprofits receive the majority of their annual donations from October through December, your year-end communication is paramount to your organization’s success in the upcoming year. When planning…
Read MoreDon’t Make this Giving Mistake
I’ll never forget the frantic phone call I received one year ago on December 31st. A donor had sold some assets during the year and had just figured out his…
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