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    THREE LESSONS FROM THE DEATH OF AN ICON

    Posted by Lora Dow on May. 11, 2016

    I was as shocked as anyone at the death of Prince, and deeply saddened at the news that he may have died without a will. The fact that his estate will now become part of the public record – and that any potential fight over it will be national news – is causing many people, not just in the nonprofit world, to have conversations about estate planning and protecting the assets they’ve built over the years.

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    Topics: Endowment, Estate Planning, Planned Giving, Wills

    WHO ARE YOUR BEST FRIENDS?

    Posted by Mike Bussey on Mar. 24, 2016
    Thank you for asking, but we’ve already made an endowment commitment to your organization.

    If you’re visiting with your best endowment prospects, invitations to become members of your legacy society quite often produce this response. And it is gratifying to hear! The challenge is to identify your best endowment prospects – your organization’s “best friends.”

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    Topics: Endowment, Donor Prospect, Planned Giving

    SOWING SEEDS, PART II

    Posted by Lora Dow on Jul. 6, 2015

    Conversations around giving can feel tricky for anyone, but I find that the people who struggle with it most are church leaders. Many pastors and lay staff are reluctant to talk about money at all. Those that do tend to focus on immediate operational needs of the church or mission-based outreach.

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    Topics: Endowment, Church Fundraising, Church Stewardship, Planned Giving, Legacy

    MESSAGE IN A BOTTLE

    Posted by Mike Bussey on Jun. 3, 2015

    Many nonprofit leaders want to begin an endowment development program, but are unsure of where to start. They don’t know who might be a good prospect in their community or among their past donors. How can you tell if someone has the resources and the desire to leave a legacy gift to your organization?

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    Topics: Nonprofit Management, Endowment, Planned Giving, Search Letter

    5 MYTHS ABOUT ENDOWMENT

    Posted by Mike Bussey on Mar. 3, 2015

    Recently, we were asked to share a presentation on endowment for NAYDO – the North American YMCA Development Organization. We published this blog on their site as a companion to that presentation, and are sharing it here with our readers. Even if you’re not a YMCA, we think you might benefit from dispelling a few of these myths in your nonprofit, school or church.

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    Topics: Endowment, Planned Giving

    THE FIRST STEP

    Posted by Mike Bussey on Dec. 18, 2014

    It’s nearing the end of the year and something is unfinished on your to-do list. It’s something you’ve been thinking about all year, perhaps even for the past several years, and yet you haven’t quite gotten to it.

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    Topics: Endowment, Planned Giving

    SUPRISE PARTIES VS CELEBRATIONS

    Posted by Mike Bussey on May. 8, 2014

    At a recent conference, we had the privilege of presenting the advanced session on endowment development. The session was for staff and volunteers with 15+ years of financial development experience and for those who knew the basics of endowment development.

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    Topics: Endowment, Planned Giving

    RESOLUTIONS: TAKING THE FIRST STEP

    Posted by Mike Bussey on Jan. 29, 2014

    I was delighted to receive calls from two nonprofit executives during the final days of 2013. Both calls were to pass along some great news regarding year-end endowment commitments. As I rejoiced with them, a Chinese proverb that came to mind: ‘A journey of a thousand miles begins with a single step.’

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    Topics: Fundraising, Resolutions, Endowment, Planned Giving, Legacy

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