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Why your wealthy donors love donor advised funds and why you should care

Donor Advised Funds… There are plenty of people who don’t like ’em. They say that they are holding pens for dollars that should be distributed… Read More


Growth of Donor Advised Funds

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It’s time for the nonprofit sector to stop whining about Donor Advised Funds

I’m getting really tired of hearing people complain about donor advised funds. For instance, it was reported by the Chronicle of Philanthropy that dollars put… Read More


The number one reason why you aren’t getting your share of dollars from donor advised funds

According to Fidelity Charitable, most donor-advised fund account holders included or will include a bequest in their estate plans. You might not think that matters… Read More


6 Ways You Should Suggest Your Donors Use Their Donor Advised Funds

1. For memorials Let donors know that they can turn their Donor Advised Fund into a sort of “memorial fund” to honor a late spouse, family… Read More


3 Big New Stats You Need to Know About Donor Advised Funds from Fidelity Charitable

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What you need to know about Donor-Advised Funds in 2020 recording

Donor-advised Funds Are Misunderstood, Bound to Be Regulated, and Not Going Anywhere

“Have you read this one?” “Zach, hold on I didn’t even finish the other articles you sent me yet.” I guess I was being a… Read More


MarketSmart’s “How-to” Guide for Donor-Advised Funds (DAFs)

Click here for the free comprehensive guide for donor-advised funds. Trends come and go, but donor-advised funds are forever. I’m not quite sure that’s the… Read More


Donor-Advised Funds: The Ultimate Guide for Nonprofits

When it comes to “hot” topics in the nonprofit sector, none may be more prevalent than donor-advised funds (DAFs). You seemingly can’t go to any… Read More


And another thing about donor-advised funds…

I know, I disagree with many others on this issue. But the value proposition offered to donors by donor-advised funds is fair and good. It… Read More


3 simple steps to get more money from donor-advised funds (DAF's)

STEP 1- Find out who has a donor-advised fund (among your supporters, advocates, donors, members, alumni, subscribes, etc.) 80% of your problem will be solved… Read More


Two steps to make the best of donor-advised funds

1. Uncover who among your supporters has a donor advised fund. Just ask them the very simple question: Do you have a donor advised fund? 2…. Read More


Why Tax Deductions for Major Gifts Matter to Wealthy Donors

A basic marketing precept is to “know your audience.” As a major gifts officer or fundraiser, your audience is wealthy donors. How well do you… Read More


Why fundraisers feel stuck in the middle between Administrators and Donors

Hero story In the universal hero story, a guiding sage helps the hero. The sage Challenges the hero to begin the journey, Introduces the hero… Read More


How to be an authentic guiding sage for your donors

The guiding sage The hero’s journey is a universal story. In that universal story, the guiding sage plays a powerful archetypal role. This role can… Read More


The 8 Components of Engagement Fundraising

There are eight components of my innovative fundraising methodology: 1. Accepting the Pareto principle We’ve called it the 80/20 rule, but it’s more like the… Read More


Restricted vs Unrestricted Gifts: Why Donors Love Restricted Gifts and (Some) Nonprofits Hate Them

A debate has been growing in recent years regarding the practice of offering major donors the option of giving restricted gifts. A restricted gift is… Read More


5 Reasons Why You Should Focus Your Fundraising On Foundations, Funds, Trusts, and Endowments

Many fundraisers don’t understand the world of big philanthropy. Why not? Because they don’t understand wealth. They don’t understand charitable instruments. So, let’s start with… Read More


How to make sure the experience you deliver to donors makes their giving feel worthwhile

Charity managers’ perspective How should a gift be structured? For charity managers, the answer is easy. The donor should just write a check. Write it… Read More


The 6 Core Elements of a Well-Told, Well-Executed Donor Fundraising Story

Before you think this is another post about how to tell great fundraising stories, read this: This article is not about the elements of how… Read More


3 Ways You Can Alter Your Perspective and Approach Toward Wealthy Donors So You Raise More Money

In my previous article, which you can read here, I outlined three challenges wealthy people face when they start exploring the idea of giving away… Read More


The Truth about Wealthy People and Philanthropy Should Affect Your Fundraising… But Does It?

In your organization, it’s likely you have a bunch of people who make five or six figures interacting with people who are worth seven, eight,… Read More


The 8 core components of engagement fundraising and why you desperately need them

Most fundraising is based on what I call “single shot” strategies. For instance, it’s an event, gala or golf outing. Or, perhaps it’s a mailing,… Read More


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