Resources

Planned Giving: Do Not Forget To Ask

September 5, 2011

by William J. Moran, J.D., M.S.Ed. Published in Fund Raising Management/May 1990 Planned giving is a special form of fund raising. It is different from capital campaigns and other such…

Planned Giving: Not Just For The Wealthy

September 5, 2011

by William J. Moran, J.D., M.S.Ed. Published in Funding Connection/November 1996 Wealth is not a prerequisite to be a planned giver.  Assets are. There is a difference, you know.  I am…

Strategies for Getting Out of the Office and Staying Out

September 3, 2011

by William J. Moran, J.D., M.S.Ed. Published in NSFRE Journal-Spring 1992 Have you heard it enough? I have. “Effective planned gift fundraising is not accomplished behind a desk.  Planned giving is fieldwork. You must…

Capital Campaign Budget Checklist

September 3, 2011

by William J. Moran, J.D., M.S.Ed. The following expense sections and line items should be considered for inclusion when budgeting for a major fundraising campaign. 1. Personnel Staff expenses for…

Legal Language For Charitable Bequests

September 2, 2011

by William J. Moran, J.D., M.S.Ed. Unrestricted Bequest “I give devise and bequest to (organization name) , (state: ” % of my estate”, “the sum of _____” or “the residue…

8 Ways to Make a Planned Gift

September 2, 2011

by William J. Moran, J.D., M.S.Ed. 1.  Will or Trust Gifts from one’s will or revocable trusts constitute a majority of planned gifts. A donor can make a charitable bequest by…

Planned Giving – Location of Assets Form

August 31, 2011

by William J. Moran, J.D., M.S.Ed. This is a helpful form to give your planned giving donors to assist them with estate planning. The Location of Assets Form includes two…

Nonprofit Board Committee Meeting Evaluation

August 31, 2011

by William J. Moran, J.D., M.S.Ed. Much nonprofit board work is done in committees.  Some committees are run well.  Others are not.  The following form can provide the Board feedback…

How to Identify Planned Gift Prospects

August 26, 2011

by William J. Moran, J.D., M.S.Ed. How do you identify individuals that might be interested in making a planned gift to your organization?  You need a systematic method of identifying…