by William J. Moran, J.D., M.S.Ed. Whether you have an established program or are interested in starting one, you will find these benchmarks useful as you focus on planned giving…
by William J. Moran, J.D., M.S.Ed. Successful fundraising campaigns capitalize on a sense of urgency, a sense that new programs are needed now! Often there is a timely issue or…
by William J. Moran, J.D., M.S.Ed. A case statement speaks to the vision and need for a fundraising campaign. Why is your nonprofit important? Why is it that the funds…
by William J. Moran, J.D., M.S.Ed. An endowment is a fund established by a donor (or donors) for a specified purpose. Endowment assets are invested. Every year the income (or a…
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…
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…
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…
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…
by William J. Moran, J.D., M.S.Ed. Sample Language for Encouraging Gifts of Stock How to Give Stock Gifts of appreciated stock have significant tax advantages to the donor and…
by William J. Moran, J.D., M.S.Ed. Here are 9 ways to reduce taxes and make a gift. This language is great for planned giving brochures. 1. GIFTS OF CASH: If…
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