Blackbaud News : Planned Giving

Blackbaud in the News: Discovering Hidden Potential

Melanie Mathos — Tue, 27 Jan 2009 16:11:00 GMT

Lawrence Henze, managing director of Target Analytics shares his thoughts on planned giving trends in the January/February issue of Advancing Philanthropy, the member publication of AFP:

If you have ever heard the industry axiom that planned-giving prospects are both older and wealthy, you undoubtedly have realized that this most accurately describes only the tip of the planned-giving prospect iceberg.

Of course, it certainly is worth exploring the tip of that iceberg and the approximately 10 percent of the prospects who exist there, as these prospects are readily identifiable and capable of significant additional giving through planned gifts. Using today’s fundraising lexicon, these prospects are “low-hanging fruit.” You likely have established relationships with these donors, so it should be a natural extension of these relationships to include a planned-giving request since most major-gift donors are also valid planned-gift prospects.

However, most planned-giving prospects are submerged and have different characteristics, making it more difficult to identify them. Also, if these prospects are ever to consider a significant gift, most likely it will be through a planned-giving vehicle. This is a significant distinction, and it is important for fundraising staff to be aware that these individuals are first and foremost excellent planned-giving prospects.

To read the full article, check out the January/February issue of Advancing Philanthropy.

New Target Analytics White Paper: 23 Planned Giving Terms You Should Know

Melanie Mathos — Tue, 01 Jul 2008 19:02:00 GMT

Do the terms CRAT and CRUT leave you bewildered? In her latest white paper, Katherine Swank provides a glossary of planned giving terms, using practical examples, that will give you a basic working knowledge of key words common in ongoing planned gift conversations.

With more than 20 years of legal and nonprofit management experience, Katherine has raised approximately $215 million for national healthcare and public broadcasting organizations, as well as an independent law school. Prior to joining Target Analytics in May 2007, Swank was the national director of gift planning at the National Multiple Sclerosis Society, where she provided fundraising consulting services to the Society’s chapter leadership and development staff for six years.

Read her newest white papers here:

23 Planned Giving Terms You Should Know

View additional whitepapers at http://www.blackbaud.com/resources/resources.aspx.

Target Analytics White Papers: Simplifying Planned Giving

Melanie Mathos — Mon, 21 Apr 2008 17:18:00 GMT

With terms like “present value methodology,” “four-tier system of taxation,” and “current IRS-mandated discount rate,” it’s no wonder that many nonprofits hesitate to enter into discussions about planned gifts. In two new white papers, Target Analytics consultant Katherine Swank explores the ideas that successful planned giving programs build relationships with constituents that rarely center on charitable tax benefits, and strong planned giving programs build over time, but if your organization is ready, there’s no time like the present to begin.

With more than 20 years of legal and nonprofit management experience, Katherine Swank has raised approximately $215 million for national healthcare and public broadcasting organizations, as well as an independent law school. Prior to joining Target Analytics in May 2007, Swank was the national director of gift planning at the National Multiple Sclerosis Society, where she provided fundraising consulting services to the Society’s chapter leadership and development staff for six years.

Read her newest white papers here:

View additional whitepapers at http://www.blackbaud.com/resources/resources.aspx.