by William J. Moran, J.D., M.S.Ed. Prospect identification is the first step in the actual solicitation process. You are looking for two types of prospects who may or may not…
by William J. Moran, J.D., M.S.Ed. Planned giving and estate planning seminars can be an effective tool to raise awareness of planned giving and estate planning vehicles. In addition, they…
by William J. Moran, J.D., M.S.Ed. Establishing an honor society (i.e. “Heritage Society” ) for planned gift donors is the foundation of many planned giving programs. This honor society recognizes…
by William J. Moran, J.D., M.S.Ed. This is a form used to report specific details of a contact with a donor. View or Download Donor Contact Form for Planned Giving: …
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. 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…
by William J. Moran, J.D., M.S.Ed. Published in Fund Raising Management/May 1998 Campaigns are “A Changing” The traditional capital campaign is not what is used to be. Once, these campaigns were…
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…
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. 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…
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