Whenever I see articles about year-end major gifts, they always seem to say the same things such as, “Don’t forget to look at your list and — most of all — ask!”
I figure you already know that stuff. So here’s my list of 5 practical ideas to help you close more big gifts at the end of this year:
1. Propose they give appreciated stock (or other assets like real estate or jewelry) instead of cash
2. Remind them to recommend gifts be made from their donor-advised funds
3. Suggest a multi-year commitment to break-up the burden
4. Educate them about the IRA Charitable Rollover provision that allows people over 70 1/2 to donate up to $100,000 from their IRA without counting the distribution as taxable income
5. Ask them to check into their employer’s corporate matching program
Related posts:
>> Your Major Gift Donors Can Take You Well Over Your Year-End Goal
>> How to ask your board members for year-end gifts