Launching an Estate Giving Program

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What needs to be done to launch an Estate Giving Program? Establish a Committee (which meets very infrequently) Prospective Membership: • Two Board members • Long term loyal donor (who has identified that they have made a estate gift) • Local general practice or estates lawyer • Bank or Account Manager • Accountant • Financial […]

How do I prepare my charity for an Estate Giving Program?

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With approval to proceed we would recommend that the staff member responsible for the program join the Canadian Association of Gift Planners .  CAGP has a chapters across Canada and attending local chapter seminars/education events  will both increase your knowledge base and connect you with other individuals and organizations doing similar work. We would recommend […]

Why are donors interested in estate gifts?

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What motivates a donor to make an Estate Gift? Estate giving donors want to make a difference! While many individuals might want to be a major donor, many cannot afford to do so in their own lifetime. However, they recognize that a bequest gift can allow them to make a significant impact. Most estate gift […]

First steps preparing for an Estate Giving Program

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Our third blog in the series talks about taking the first steps toward an Estate Giving Program. Next steps for “not quite ready” OR first steps preparing for an Estate Giving Program   Your charity should consider increasing marketing and communications of any Bequest Gifts that have been received (gifts via an Estate/Will). Bequest gifts represent […]

Thinking about an Estate Giving Program?

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From time to time MAS registered charity clients ask, what is Estate – or Planned – Giving? Should we consider expanding our fund development program to include Estate Giving?Thinking about an Estate Giving Program? In order to “demystify” Estate Giving, we will be publishing a series of blog posts over the next few weeks.  Each […]

Policies, Policies, Policies

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Policies, Policies, Policies – What You Need and Why! (for the purposes of this blog, I am referring to fundraising policies only) Policies: the word makes some people shudder and others applaud. They are rarely the most exciting part of any fundraiser’s job and often get bumped to the bottom of the “to-do” list, but […]

Fundraising: Amazing Commitee

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Building a Productive and Inspired Committee Volunteer committees. They are an ingrained part of our fundraising practices – and as outside resources shrink and a greater reliance on fundraising from the private sector grows, committees will be of increasing importance. For the purposes of this blog, the word committee will refer to any group of […]

Fundraising: Special Events

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Special Events:  Key to Success or a Costly Mistake? This has to be one of the most common questions I hear from MAS clients. It’s a question that doesn’t have a black-and-white answer, but is an important strategy (and I use that word deliberately) to consider with your organization’s leadership and Board. I work in […]

 

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