Ready for Planned Giving?

Do you think your Planned Giving program is firing on all cylinders? Is it vibrant and engaging or barely there? Are you really ready for The Legacy Challenge or does it need some shaping up? Rather than Planned Giving, I prefer the term: Long Term Stewardship That’s because people give more long term gifts, because…

Mark Ewert Earns his CAP®

I am happy to announce that I have earned certification as a Chartered Advisor in Philanthropy® (CAP®) from The American College of Financial Services. What is a CAP®? The Chartered Advisor in Philanthropy® is professional designation from the Richard D. Irwin Graduate School of The American College of Financial Services, Bryn Mawr, Pennsylvania. The CAP®…

What is Your Annual Drive Strategy?

As a congregation planning an annual drive, you may want to change it up and try something different. We hear regularly from congregations who feel that their annual drive does not perform well. It is too arduous, burns out volunteers, distracts from the “real work” of the congregation (that is another blog post!), members don’t…

New Webinar on Donor Advised Funds: The Giving Tool Every Congregation Should Know About

Since the late 1980s, Donor Advised Funds (DAFs) have exploded on the philanthropy landscape. They have rapidly grown to hold billions of dollars in assets, and grants from them have also increased in double-digit percentage amounts. Yet they are NOT just for the financial elite; they are accessible to almost any giver – you do…

Why Should I Give You Money? Making the Case

Financial stewardship in congregations and other closely involved organizations is quite different from nonprofit fundraising. We are not trying to reach people “out there” to contribute to helping a disadvantaged population or environment “over there.” We are working together to support an organization that belongs to us, and where we benefit from the mission. It…

There’s a New T in Town

The 4th T to add to Time, Talent, and Treasure You all know the Three Ts; most congregations talk about them and so most congregants know them as well: time, talent, and treasure. Now congregations generally admit that they are not doing such a great job in motivating, engaging, or certainly asking for all three…