Posts tagged ‘SEI’

December 29, 2020

What You Need to Know that You Might Have Missed

During the year-end holiday period, I usually find it a good time to reflect back on the previous 12 months and think ahead to the new year. With the wild ride that has been 2020, I’m enjoying the moment to catch my breath. I hope you’re able to do the same.

As I look back over 2020, I thought I would take a bit of time to share with you some items you might have missed during your busy, crazy year.

My Top Blog Posts:

First, because I recognize that you can’t read everything that crosses your desk, I’ve put together a list of my top ten most-read posts published in 2020, in case you’ve missed any of them:

Legacy Fundraising: The Best of Times or the Worst of Times?

How will Coronavirus Affect Your Fundraising Efforts?

What Can You Learn from “The Naked Philanthropist”?

New Charitable Giving Incentives in CARES Act

Listen to The Whiny Donor and Raise More Money

Coronavirus: 20 Survival Tips for You and Your Charity

10 Fundraising Strategies for Complex & Major Gifts During COVID-19

Is the AFP International Conference in Jeopardy?

Warning Signs You Need to Know About

Amy Coney Barrett Knows Something You Need to Know

Now, I want to give you a list of five of my older posts that remained popular in 2020:

Can a Nonprofit Return a Donor’s Gift?

Can You Spot a Child Molester? Discover the Warning Signs

Here is One Word You Should Stop Using

Get More Repeat Gifts: The Rule of 7 Thank Yous

We All We Got. We All We Need.

I invite you to read any posts that might interest you by clicking on the title above. You can also search this blog by topic using the site’s search function (either in the right column or below).

Blog Site Recognition:

Over the years, I’ve been honored to have my blog recognized by respected peers. I’m pleased that, among the thousands of nonprofit and fundraising sites, my blog continues to be ranked as a “Top 75 Fundraising Blog” – Feedspot, “Top Fundraising Blogs 2020” – Garecht Fundraising Associates, “Best Fundraising Blogs for 2020” – Future Fundraising Now.

To make sure you don’t miss any of my future posts, please take a moment to subscribe to this site for free in the designated spot in the column to the right (or, on mobile platforms, below). You can subscribe with peace of mind knowing that I will respect your privacy. As a special bonus for you as a new subscriber, I’ll send you a link to a free e-book from philanthropy researcher Russell James, JD, PhD, CFP®.

Special Projects:

In 2020, I was honored to have the opportunity to participate in four special projects:

White Paper with Dr. Russell James: “Legacy Fundraising: The Best of Times or the Worst of Times?” (FREE)

Article for SEI Knowledge Center: “Charitable Giving 2020: COVID-19 and Politics Make a Play” (FREE)

White Paper with Rogaré: “Ethics of Legacy Fundraising During Emergencies” (FREE)

Article for the Association of Fundraising Professionals: “A Flight Attendant’s Advice Leads to Soaring Personal Success” (members only)

Best-selling Book — Donor-Centered Planned Gift Marketing:

This year was also another good year for my book, Donor-Centered Planned Gift Marketing. The book continues to be a highly-rated Amazon bestseller. Winner of the AFP/Skystone Partners Prize for Research in Fundraising and Philanthropy and listed on the official CFRE International Resource Reading List, it continues to be a relevant resource for fundraisers who want to start or grow a successful planned giving program.

A LinkedIn Discussion Group for You:

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December 1, 2020

Here’s What You Need to Know about Charitable Giving, 2020-21

This year has been one of great uncertainty and change for everyone, including those of us in the nonprofit sector. As 2020 comes to a close, and we’re poised to begin a new year, I had the opportunity to answer a number of questions from Mary Jane Bobyock, CFA, Managing Director of the Nonprofit Advisory Team, Institutional Group at SEI Institutions. Bobyock says:

One particular area that’s been different in 2020 is how nonprofits raise money. … Michael Rosen graciously answers my questions about the future of fundraising, the latest trends and considerations for fundraising post COVID-19 for 2020 and beyond.”

One of Babyock’s questions concerned Donor Advised Funds:

Donor Advised Funds (DAFs) have been steadily increasing as an effective fundraising vehicle but what are your thoughts about ways DAFs could change?”

My response is that DAFs will continue to play a growing role in the nonprofit world.

We will continue to see record in-flows and out-flows involving DAFs. While traditional DAFs have required the contribution of thousands of dollars to create an account, we are now seeing the rising popularity of micro-DAFs that allow even small donors to establish giving accounts with no minimum contribution required for creation. This means, in addition to the increase in money flowing through DAFs, we are seeing an increase in the number of individuals who have created a DAF account.

The CARES Act, adopted by the federal government this year in response to the coronavirus pandemic, provides a number of tax incentives for charitable giving that will expire at the end of 2020. Not only will this encourage more donations directly to charitable organizations, it will likely encourage greater in-flows into DAF accounts.

Given the DAF trends, charities should let donors know they accept DAF gifts. For example, an organization might highlight a DAF supporter in a newsletter. Also, the organization’s website should remind donors that they can recommend a contribution through their DAF. While charities will provide a hard-credit for gifts to a DAF’s sponsoring organization, a soft-credit should be made to the individual recommending the gift. You should also thank that person. Later, when appealing to that individual, the charity should remind him that he can recommend another DAF gift.

Another way to encourage supporters to recommend a DAF donation to your organization is to include a DAF widget on your website. The free DAFwidget from MarketSmart makes it easy for individuals to support your organization through their DAF. As MarketSmart says:

You already make it easy for supporters to make donations online using their credit cards, so why not do the same for those with donor-advised funds? DAFwidget makes it simple and convenient to find theirs among over 900 funds in our system.”

When you visit the SEI Knowledge Center, you can read the full article containing my answers to the following questions nonprofit leaders are asking:

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April 29, 2019

Update: Get a Free Webinar, Magazine Article, Poll Results

I want to update you about three posts I recently published. In addition, for National Child Abuse Prevention Month, I wish to draw your attention to one of my older posts that will help you keep the children you love safe.

Free Webinar:

Did you miss it? Recently, I presented a webinar for SEI Investments Management Corporation: “Investing in Your Future: Practical Strategies for Growing Your Planned Giving Program.” If you missed the program or wish you could share it with colleagues, I have some good news for you. The webinar is now available for free download by clicking here.

In just 30 minutes, you’ll learn:

  • 8 reasons you should be a planned giving “opportunist”
  • Why you should invest more in planned giving instead of current giving
  • 5 Tips to boost your planned giving results immediately

In addition to the webinar itself, you’ll also be able to download additional resource materials including a list of 20 factoids about planned giving, a planned giving potential calculator, an executive summary of recent research findings from Dr. Russell James’ report “Cash is Not King in Fundraising,” and a digital copy of Dr. James’ book Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning.

Advancing Philanthropy Article:

Have you read my recent article published in Advancing Philanthropy, the Association of Fundraising Professionals magazine? “To Sir/Madam, With Love” shares stories from a number of fundraisers about their favorite teachers. Great teachers:

  • help us develop broad skills such as critical thinking,
  • help us develop specific skills such as how to write an effective appeal letter,
  • inspire us,
  • encourage us,
  • move us to think beyond ourselves and better understand others,
  • open our minds to lifelong learning,
  • motivate us to giveback by sharing our own knowledge.

After downloading the free article by clicking here, check-out my recent post that will give you tips that will help you find excellent teachers who can help you enhance your skills and inspire you: “Are You Really Just a Fundraising Amateur?”

Poll Results — Presidential Candidate Philanthropy:

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March 18, 2019

Free Webinar: 5 Easy, Powerful Tips to Boost Planned Giving Results

Is the current environment good or bad for planned giving? Should you invest more money in planned giving or current giving? What are five easy things you can do now to boost your planned giving results? In an upcoming, free webinar, I’ll answer these questions as well as inquiries from participants.

I’m honored that SEI Investments Management Corporation is hosting me for the free, 30-minute webinar: “Investing in Your Future: Practical Strategies for Growing Your Planned Giving Program.”

Planned giving is a vital source of contributions for the nonprofit sector. Organizations that don’t have a gift-planning program envy those that do — and those that do want even better results. While it can certainly present challenges, there are simple things you can do to create or enhance your organization’s gift-planning efforts. In just a 30 minutes, you’ll learn:

  • 8 reasons you should be a planned giving “opportunist”
  • Why you should invest more in planned giving instead of current giving
  • 5 Tips to boost your planned giving results immediately

In addition, all participants will receive a complimentary selection of planned giving tools to help with strategy building.

Register today for this free webinar because the valuable information provided will help you meet your goals. After you register, think about the questions that you’d like to have me address during the live Q&A portion of the presentation.

Here are the details you need to know:

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