Posts tagged ‘management’

April 8, 2016

#Fundraising Moneyball: Track 3 Numbers that will Make You a Champ

[Publisher’s Note: This post is part of a series kindly contributed by guest authors who attended the 2016 Association of Fundraising Professionals International Fundraising Conference. These posts share valuable insights from the Conference. This week, I thank Carrie Horton, Director of Content and Education at Kindful, for highlighting the seminar “Fundraising Moneyball: The Only Metrics that Matter in Digital Fundraising.”]

 

While freezing temperatures continue to chill many in the USA, the boys of summer have nevertheless returned for the start of the 2016 baseball season. What better way to mark the occasion than drawing a parallel between the baseball book and movie Moneyball and fundraising?

Okay, enjoying a hotdog and beer at a ballpark would be a better way to celebrate the start of the new baseball season. But, the second best way is to explore some of the highlights from Jeff Stanger’s session at the AFP International Fundraising Conference: “Fundraising Moneyball: The Only Metrics that Matter in Digital Fundraising.”

The book and movie Moneyball presented the true story of a revolutionary approach to baseball introduced by Billy Beane, the General Manager of the Oakland A’s. With a lean budget, he relied heavily on statistics, rather than personalities, to build a winning baseball team.

The Moneyball lesson for your nonprofit organization is that by leveraging statistical data, you can build a winning development program.

So, what statistics should you track? What goals should you set?

Carrie Horton, Director of Content and Education at Kindful, has identified three key points from the seminar that you need to know. Kindful is a nonprofit CRM software that offers powerful online fundraising tools, intuitive donor management, and comprehensive reporting analytics in one centralized data hub. Here’s what Carrie found most valuable from Stanger’s presentation:

 

If you’re anything like us at Kindful, when you hear the word “moneyball,” you think of Michael Lewis’s bestselling book and Brad Pitt’s killer acting. But thanks to the AFP International Fundraising Conference and Jeff MoneyballStanger’s impeccable session, we’ve got a new definition. Stanger’s session – “Fundraising Moneyball: The Only Metrics that Matter in Digital Fundraising” – sets forth a simple and straightforward digital strategy for nonprofit fundraising success. According to this renowned speaker and fundraising consultant from Cause Geek, it’s not rocket science, it’s statistics.

Stanger showed us that a successful digital fundraising strategy isn’t about trending on Twitter or gaining the most “likes” on Facebook. Instead, he urges nonprofits to focus on small steps taken with the insight of data and metrics behind them. Sustainable growth, Stanger says, comes through clear and simple goals that are easy to measure, quick to show return, and effectively reveal what works and what doesn’t.

What are the three goals that Stanger suggests you focus on? Again, Stanger’s recommendations are straightforward:

  1. Increase the number of subscribers to email
  2. Increase the number of volunteers
  3. Increase the number of monthly givers

Seems simple enough, right? These aren’t principles that are overly complex or hard to define. They’re straightforward and easy to measure. Even smaller nonprofits with limited funds and limited resources can achieve great success through a series of small victories.

But, where do you start? Well, if Stanger’s argument is that these goals are important because they are measurable metrics, then it only makes sense to start with metrics as well. We might be a bit biased (being the donor management provider that we are), but Kindful thinks that clean data and insightful metrics are at the heart of every successful digital fundraising strategy. However, don’t take our word for it. Here’s a quick breakdown of Stanger’s three goals and how an integrated CRM can help make you a fundraising champ:

Goal #1: Increase the number of subscribers to email

In a world where 95 percent of consumers use email and 91 percent check it at least once a day, the importance of growing your email marketing and distribution list is a no-brainer. In fact, Stanger mentioned that 75 percent of social media users still say that they prefer email communication! Email addresses provide you with a direct link to your audience and, when used wisely, help you cultivate donors who will be invested in your organization for years to come.

Want to build your email distribution list?

Pull a report to find out how many email addresses you have in your donor database. Integrate with your email-marketing provider to pull in stats related to how many people open your emails and click through them. Use data to understand what’s working (and what isn’t) and refine your strategy to send better emails and increase engagement. In other words, make sure your emails deliver value to recipients.

Goal #2: Increase the number of volunteers

Did you know that nearly 80 percent of volunteers donate to charity, compared to only 40 percent of non-volunteers? (Visit VolunteeringInAmerica.gov for more information.) It makes sense – those who are the most engaged with your organization will be the most likely to give financial support as well. And it’s not just that volunteers are most likely to donate…they’re most likely to raise money for your organization as well! Especially with the rising popularity of crowdfunding platforms, volunteers who engage through peer-to-peer fundraising don’t just bring in more money, they expand your audience.

Furthermore, over time, many volunteers will choose to donate in significant ways including through planned giving.

Want to build your volunteer base?

April 1, 2016

3 Insights that will Change the Way You Do #Nonprofit Work

[Publisher’s Note: This is the first of a number of posts kindly contributed by guest authors who attended the 2016 AFP International Fundraising Conference. These posts share valuable insights from the Conference. This week, I thank Nancy Racette, CFRE, Principal and Chief Operating Officer at DRi, for highlighting the “Rebels, Renegades & Pioneers” education track.]

 

What if you could hear from some of the nonprofit world’s leading provocateurs, innovators, and big thinkers about the glories, the failures, and the future of the charity sector?

If you had attended the recent Association of Fundraising Professionals International Fundraising Conference, you could have. If you were unable to attend the program, don’t worry. I’m about to share some highlights with you.

Rebels logoDevelopment Resources Inc. (DRi) sponsored the new education track called “Rebels, Renegades & Pioneers. The track was designed to engage attendees in thought-provoking conversations about the nature and ultimate purpose of the nonprofit sector, in addition to providing tactical guidance. Business leaders, fundraisers, researchers, and activists who have spent their lives fostering these conversations shared their thoughts at the Conference.

Nancy Racette, CFRE, DRi Principal and Chief Operating Officer, attended the program. DRi is an executive search and consulting firm that builds nonprofit capacity through Board and leadership recruitment, strategic planning, and resource development both across the country and around the world. Here are some of the important insights Racette found:

 

What if social justice were a form of donor cultivation?

What if fundraisers used studies testing such propositions when they designed philanthropic programs?

How would the lessons of this research change participation in the nonprofit world?

The experts gathered for the “Rebels, Renegades & Pioneers” education track addressed these and other provocative questions. Here are three of the most significant ideas we heard:

1.  You’re not a fundraiser. You’re a catalyst for change.

The Rebels track opened with an inspiring call for fundraisers of all stripes to see themselves as agents of large-scale social change.

The fundraising vision of Roger CraverJennie Thompson,  and Daryl Upsall created a new model of social movement in the 20th century, one in which membership-based nonprofits made themselves central actors in some of the world’s greatest social transformations, from AIDS to apartheid, from voting rights to human rights.

Today, though, the challenge is to recognize that you don’t have to be a c(4) organization with a national membership to be an agent of social change. Fundraising is an inevitably activist enterprise, one that calls on people to remake the world — and that’s as true of art museums and homeless shelters as it is of Planned Parenthood and the Sierra Club.

Art isn’t a luxury for the leisured; it’s a revolutionary prism through which humans re-imagine themselves and bring their new visions to life. That’s why the Urban Institute released a 2008 report on making the case for the arts as a space of collective community action. What’s more activist than that?

And we know that engaging people in social action ultimately creates new donors. People who see themselves as actors in a movement want to invest in that movement.

We got a live demonstration at AFP, when a woman who identified herself as a South American refugee stood up to say that the help she had received from Planned Parenthood had brought her to the Conference to learn how to raise money for the causes she believes in. If we see all the fundraising we do as a movement for social change, how would it help us engage people like that?

March 22, 2016

There’s Something Important You Need to Do Before You Can Raise More Money

Do you want to acquire more new donors?

Do you want to retain more existing donors?

Do you want to upgrade the support from more of your donors?

Do you want to get more planned gift commitments?

To achieve any of those goals, there’s something essential you must first do. You need to build trust. Trust is the cornerstone of all fundraising success.

Consider what noted philanthropy researchers Dr. Adrian Sargeant and Dr. Jen Shang have written on the subject:

There would appear to be a relationship between trust and a propensity to donate…. There is [also] some indication here that a relationship does exist between trust and amount donated, comparatively little increases in the former having a marked impact on the latter.”

In other words, the research demonstrates that the level of trust one has in a charity affects both willingness to give and the amount of giving.

TrustIf you’re like most fundraising professionals, you instinctively understand the importance of establishing trust. However, what are you actually doing to build and maintain it?

Sadly, many nonprofit professionals think that trust is automatic. If your organization has existed for a reasonable period of time and if it has had some demonstrable success at fulfilling its mission, fundraisers may be lulled into the belief that trust already exists. Therefore, organizations spend little effort building trust and, instead, focus their energies and resources on making funding appeals. Unfortunately, the result is usually underperformance and occasionally disaster.

As I mentioned in a recent post, a cancer charity in Scotland was involved in a major scandal several years ago. Unfortunately, the fallout from that scandal negatively affected many unrelated charities throughout Scotland as public trust in the charity sector suffered greatly. As a result, some charities reported a 30 percent downturn in contributions in the months following the controversy. To restore the public trust, Scotland’s charities and the Institute of Fundraising joined forces to get people meaningful information and provide them with assurance about the trustworthiness of the charity sector. It took several months to rebuild trust. As trust was restored, giving began to return to normal.

By investing in efforts to establish and grow trust, nonprofit organizations will yield far greater fundraising results and protect themselves from an unforeseen public relations challenge.

So, recognizing that building and growing trust is essential for success, and fragile once established, what can charities do to develop trust?

Fortunately, building trust does not have to be complicated or expensive. Sales guru Tom Hopkins identifies three simple steps:

March 15, 2016

Ignore This at Your Own Risk: Perception is Reality

Since it is a Presidential election year in the US, I thought I’d explore three recent news stories through the lens provided by or popularized by the late political super-strategist Lee Atwater:

Perception is reality.”

The three news items I want to address are:

  1. A possible scandal involving MSNBC and a congressional candidate.
  2. A drop in donations at the University of Missouri following campus protests.
  3. The termination of the Wounded Warrior Project leadership.

Together, these stories demonstrate the danger of ignoring and failing to manage public perceptions. Such a failure could cost your organization vital support.

MSNBC:

NBCUniversal, owner of the cable news and commentary network MSNBC, Holiding Up Leaning Tower of Pisa by BJ Carter via Flickrhas previously experienced scandal. NBC news anchor Brian Williams violated journalistic ethics, by falsifying parts of stories he covered, leading to his suspension. Following his suspension, NBCUniversal reassigned Williams to MSNBC in a greatly diminished role.

Now, Chris Matthews, host MSNBC’s Hardball, is at the center of what could become a new scandal.

As first reported on The Intercept blog, guests on Hardball have donated nearly $80,000 to the congressional campaign of Kathleen Matthews, Chris’ wife. This has raised questions about payola and full disclosure. According to the report about Chris and Kathleen Matthews:

Some of the guests made the donations after they were on the show — in some cases, long after. But in at least 11 of these cases, the Hardball guests appeared on the program after Kathleen Matthews announced her candidacy, and without any disclosure of the donations. And in at least three of those cases, the donations came within days of the MSNBC appearance.”

The investigative report raises the issue of payola. Were potential Hardball guests asked to contribute to Kathleen Matthews’ campaign as a quid pro quo for appearing on the program?

While we do not yet know whether there was any pay-to-play involved, The New York Post has already declared:

Chris Matthews at Center of NBC’s Latest News Scandal”

The Independent Journal Review headlined a story with:

There’s a Scandal Brewing at NBC News, and Chris Matthews Is Right in the Middle of It”

Again, we don’t know whether Chris Matthews has done anything wrong. However, for thousands of people, perhaps more, that might not really matter. They definitely have serious concerns. For its part, MSNBC has done nearly nothing to reassure the public about the network’s journalistic ethics. This has led to a MoveOn.org petition calling for the suspension of Chris Matthews, according to The Daily Caller:

A MoveOn.org petition demanding that MSNBC suspend Hardball host Chris Matthews has garnered just under 10,000 signatures, even as the network has refused to address what Huffington Post called a ‘clear conflict of interest.’”

It remains to be seen how this might affect donations to Kathleen Matthews’ political campaign or how it might affect voter attitudes. It also remains to be seen what impact this report might have on Chris Matthews’ future at MSNBC. However, one thing is certain, MSNBC’s near silence on the subject is raising the ire of thousands of people, if not more.

University of Missouri (Mizzou):

Simmering racial tension on the University of Missouri Columbia campus flared up in November during protests that captured national media attention. At one point, an associate professor yelled, “Who wants to help me get this reporter out of here? I need some muscle over here.” The targeted reporter was simply doing his job.

In the aftermath of the protests, the University system President and the Columbia campus Chancellor both resigned. Several months later, Mizzou terminated the associate professor mentioned above.

Now, we know from a report from KTVO-TV that the campus unrest has cost Mizzou millions of dollars in donations:

A University of Missouri official says about $2 million in donations have been lost in fallout from the Columbia campus unrest last fall. Vice Chancellor for Advancement Tom Hiles said Thursday that several donors who had pledged money to the university have pulled back their pledges.”

In addition to the fundraising fallout, Mizzou expects a sharp decline in student enrollment. FoxNews.com has reported:

Safe spaces may become empty spaces at the University of Missouri, where officials acknowledged an expected sharp decline in enrollment next fall is due at least in part to protests that rocked the campus last fall. The school is braced for a 25 percent drop in new students this coming fall, forcing the institution to enact painful budget cuts, as well as hiring and salary freezes. ‘We do know that the events of last fall have had an effect on our application numbers; however, it’s difficult to provide a specific number as we do not have any hard data,’ University of Missouri spokesman Christian Basi said in a statement to Foxnews.com.”

While Mizzou officials have attempted to address student, alumni, and public concerns, it’s clear that much more needs to be done to reverse the downward fundraising and admissions results. The situation on campus may or may not be better. However, the perception among many shows that public concern remains.

Wounded Warrior Project:

February 26, 2016

Can You Read Your Way to #Fundraising Success?

Unlike any other time in history, there is now a vast wealth of useful information available to fundraising professionals. Blogs, books, newspapers, and websites provide valuable insights. It’s an information tsunami every week. One could spend all day, every day, reading this material. If we did this, our knowledge would certainly grow. However, we wouldn’t raise very much money.

At some point, we have to stop reading and resume doing.

That means we have to strike a balance between learning and acting. Unfortunately, it also means we can’t read everything that is worthwhile. With our limited time, we need to focus on the best sources for powerful information. The challenge is: How do we find those great resources?

Blog by Dennis Skley via FlickrThis is where a newly released list from Joe Garecht at The Fundraising Authority can be of help. Joe has compiled a directory of “The Best Nonprofit Fundraising Blogs and Websites of 2016.” The listing contains 25 must-read blogs and websites.

I’m honored that Michael Rosen Says… has been included on Joe’s list along with so many others I’ve long respected.

I encourage you to checkout The Fundraising Authority recommendations by clicking here.

As Joe says, “Your nonprofit does great work. You need to raise money in order to do that work. You deserve the absolute best fundraising information to help you carry out your mission.” The Fundraising Authority blog and website list is a good place to start. Beyond that, you’ll also want to find the most helpful and inspirational fundraising and nonprofit management books. That’s where The Nonprofit Bookstore (powered by Amazon) can help.

January 12, 2016

Here are Some Items You Do Not Want to Miss

If you’re at all like me, 2015 was a busy year for you. 2016 is likely to be more of the same. We work to meet workplace goals. We strive to properly balance our professional and personal lives. And we endeavor to broaden our professional knowledge. Unfortunately, with all of the demands placed on us and with the wealth of material available in the marketplace, it’s easy to overlook useful and interesting information.

So, I thought I’d share some highlights from 2015 with you and give you a chance to pick up some information you might have missed and that you may find interesting and/or helpful.

Here is a list of my top ten most read posts during the past year:

  1. Can a Nonprofit Return a Donor’s Gift?
  2. Can You Spot a Child Molester? Discover the Warning Signs
  3. Special Report: Top 40 Most Effective Fundraising Consultants IdentifiedTop 10 by Sam Churchill via Flickr
  4. The Greatest Idea for Retaining and Upgrading Donors
  5. 5 Things Never to Do in Your Phone Fundraising Calls
  6. 3 Mistakes You Make When You Meet Prospects
  7. Where Should You Avoid Meeting with Prospects and Donors?
  8. Breaking News: Big Planned Giving Myth Busted!
  9. 5 Fundraising Tips Inspired by Taylor Swift
  10. Discover 5 of the Latest Trends Affecting Your Fundraising

I invite you to read any posts that might interest you by clicking on the title above. If you’ve read them all, thank you for being a committed reader.

In addition to sharing my thoughts right here on my blog, 2015 also gave me the opportunity to talk about philanthropy with the mainstream media. For example, I appeared on the PBS television program “Religion and Ethics Newsweekly” to discuss the Effective Altruism philosophy. You can see the video and read my additional comments in my post:

Is There Just One Correct Way to Engage in Philanthropy?

My comments about Effective Altruism were also picked up by several Gannett newspapers including USA Today:

Expert Sparks Heated Debate Over What’s a “Worthy” Charity

I also had fun as Steven Shattuck’s guest on Bloomerang TV. Steven and I had a lively discussion about simple, effective ways to cultivate donors and raise more money. You can read about this and see the video by going to this post:

Easy Ways to Cultivate Your Donors and Raise More Money

In 2015, I was honored to be included on three lists of must-read fundraising and nonprofit management blog sites. In case you missed the announcements, and to help you find other valuable resources, here are the relevant posts:

There’s something else you might have missed. I shared a list of some of my favorite LinkedIn Discussion Groups:

What are Your Favorite LinkedIn Discussion Groups?

In addition to my listing of favorite LinkedIn Discussion Groups, I also announced that I created a new Group: Blog Posts for Fundraising Pros & Nonprofit Managers.

January 8, 2016

The Nonprofit Sector Wins a Battle with the IRS!

The US Internal Revenue Service delivered some good news to start the new year. The IRS has withdrawn its controversial proposed regulation that would have encouraged charities to acquire, record, and report the Social Security numbers of all donors who give $250 or more in any given calendar year.

High Five by Allie Kenny via FlickrIn a post (“Warning: The IRS Wants You to Do Something Dangerous”) last month, I outlined some of my problems with the IRS proposal, and joined with others to call on individuals and organizations to share their comments with the IRS.

Nearly 38,000 official comments opposing the proposal were submitted to the IRS, according to The Chronicle of Philanthropy. Interestingly, both charities and charity regulators expressed serious concerns about the proposal.

In the notice of withdraw, Karen Schiller, IRS Acting Deputy Commissioner for Services and Enforcement, wrote:

Many of these public comments questioned the need for donee reporting, and many comments expressed significant concerns about donee organizations collecting and maintaining taxpayer identification numbers [including Social Security numbers] …. Accordingly, the notice of proposed rulemaking is being withdrawn.”

The news from the IRS is certainly good. On the surface, it’s great that the agency has withdrawn a potentially dangerous proposed regulation that could have led to identity theft, decreased philanthropy, and other problems. But, there is more good news in this story.

January 5, 2016

What Helpful Books Have You Read Lately?

Many of us in the nonprofit world read books to discover fresh ways to generate improved results or to find inspiration. But, with so many nonprofit management and fundraising books in the marketplace, how can you find those that will be worth your time to read?

Click for Donor-Centered Planned Gift MarketingI have a solution for you.

You can visit The Nonprofit Bookstore (powered by Amazon). I created this site to help you find books that will get results and inspire. You can search for specific titles or browse the books listed in various categories, including “Readers Recommend” and “AFP-Wiley Development Series.”

When you buy books through The Nonprofit Bookstore, you’ll get Amazon’s great pricing and, without any cost to you, a portion of your purchase will be donated to charity.

You can help make this resource more meaningful by recommending any books you’ve read recently that you have found particularly helpful. You can make your recommendations in the comment section below by providing the book title and author name for any volume you think will be of value to nonprofit managers and fundraising professionals. The book(s) you recommend can be either a classic or a new title.

The objective here is to build a list of worthwhile books we should all consider adding to our 2016 reading lists.

By recommending a book here, you’ll get two benefits:

  1. You’ll have the pleasure of helping your nonprofit brothers and sisters find worthwhile reading material that can help them and their organizations.
  2. You’ll have the satisfaction of having your selected book(s) listed in the “Readers Recommend” section at The Nonprofit Bookstore where it can help even more people.

So, what useful, informative, inspirational book(s) do you think folks should add to their 2016 reading lists?

I’ll close by offering you a free e-book from philanthropy researcher Dr. Russell James that normally retails for $9.99:

December 29, 2015

Avoid Burnout in 2016 with 3 Powerful, Simple Tips

The employee turnover rate at nonprofit organizations is shamefully high. A number of factors contribute to this, including burnout. While you cannot control all of the contributing factors, you can certainly manage some of them.

With that in mind, here are three powerful, yet simple, tips to help you avoid burnout in 2016:

Tip 1: Step back. Look at your organization in action.

As fundraising professionals, we spend a great deal of time focusing on tactics and numbers. There are good reasons for that. Effective tactics are essential for achieving fundraising success. Keeping careful track of the numbers helps us to know which tactics work best and indicates whether we’re on track to achieve our goals.

Binoculars by gerlos via FlickrUnfortunately, if we overly focus on tactics and numbers, we can lose sight of what really matters. Remember, it’s not just about the money you are able to raise; it’s about what that money can accomplish.

To help avoid burnout, make sure to take the time to plug back into your organization’s mission. Remind yourself of the good you are helping your organization to achieve by helping it secure essential resources.

If you work for a university, take a walk through campus and stop to have some conversations with students. If you work for a hospital, visit the maternity ward. If you work for a homeless shelter, spend some time in the kitchen preparing meals and then have a meal with some of the recipients. If you work for a theater, attend a performance, meet some of the performers, and talk to some members of the audience.

It’s important to keep in mind that you’re not just raising money. You’re helping your organization achieve its worthy mission.

Tip 2: Talk to your donors.

A great way to re-energize yourself is to talk with your organization’s donors. I don’t mean just talk to donors about their next gift. Instead, contact donors to thank them personally and learn why they support your organization. Their passion will likely inspire you.

Not only will you benefit from talking with donors, your organization will benefit as well. First, your organization will be less likely to have a staff member (you) burnout. Second, donors will be happy to hear from you and, as a result of the call, will be more likely to continue giving to your organization and more likely to give more.

For more about this, read my post: “The Greatest Idea for Retaining and Upgrading Donors.”

December 21, 2015

Breaking News: Charitable Giving Incentives Made Permanent!

The US Congress has approved and President Barack Obama has signed the so-called Tax Extenders package that not only includes a number of charitable giving incentives, such as the IRA Charitable Rollover, it has made those incentives permanent.

An article in Forbes, prior to passage of the legislation, nicely outlines the measure’s major provisions including the key charitable giving incentives:

  • deduction allowed for charitable contribution of real property for conservation purposes,
  • taxpayers over age 70 1/2 may make donations directly from an IRA and will not be taxed on the amounts (up to $100,000),
  • a shareholder in an S corporation will be required to reduce his basis in the S corporation’s stock under Section 1366 only for his share of the basis of property contributed by the S corporation; not the fair market value.

This is a tremendous moment for the nonprofit sector. Not only have these important giving incentives been renewed, they have been made permanent!

We all owe thanks to the staff and volunteers of the Association of Fundraising Professionals, particularly General Counsel Jason Lee. AFP has taken the lead in fighting to get these giving incentives and making them permanent.

Santorum and MJR

Sen. Rick Santorum (R-PA) and Michael J. Rosen on Capitol Hill.

For more than a decade, I’ve worked with my AFP colleagues, first as a member of the US Government Relations Committee, then founding Board Member of the AFP Political Action Committee, and then as Board Chairman of the AFP PAC.

Our efforts date back to assisting with the drafting of the CARE Act with then-Sen. Rick Santorum (R-PA). The bill was co-sponsored by then-Sen. Joe Lieberman (D-CT). Despite the bipartisan effort, the CARE Act failed to pass. However, certain charitable giving incentives that were part of the CARE Act were adopted, on a year-to-year basis, including the IRA Charitable Rollover. It took a decade but, finally, the incentives are now permanent!

I’m proud to have been able to play a significant role on this issue. I’ve enjoyed working with other passionate volunteers and staff.

We also need to take this opportunity to thank The Charitable Giving Coalition and its member organizations along with every individual who has worked for this legislation.

Let’s take a much deserved victory lap! Let’s do an end-zone dance! Let’s toast this achievement! Then, let’s get back to work. There’s much to be done to promote the giving incentives.

To help you promote the IRA Charitable Rollover, The Council on Foundations has put together an excellent free, downloadable toolkit that includes:

  • Talking points, a fact sheet, and web content;
  • An event presentation;
  • Tools that explain which available options might best serve donors;
  • Donor and professional advisor advertisements.

You can download the Council’s “Charitable IRA Worksheet” for donors by clicking here. You can find the full toolkit by clicking here.

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