Planned giving is an invaluable tool for growing your annual and major giving programs, but have you avoided implementing it because you doubt you have the time or the resources to do it well?
CCS experts Anne Thomas and Christopher Dake help remove the fear and uncertainty of engaging in planned giving, provide best practices for what you can do with limited time and resources, and share tips on how to determine your real planned giving potential, including:
How to address the most common concerns for investing in planned giving
How a growing planned giving program can help you meet your short and longer-term revenue goals
Initial steps to set your organization on a path to short- and long-term financial growth
Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.
This report is a collaboration between CCS Fundraising and Koda Capital and explores endowment fundraising best practices for Australian educational institutions.
In the ever-changing charitable landscape, it can feel challenging to make strategic decisions that favorably impact your nonprofit’s mission. In this informative and interactive webinar, CCS Fundraising’s Greg Hagin, and the University of Pennsylvania’s Katherina Rosqueta, reveal the key insights you need to inform your fundraising strategy for the new year.
Covered topics include:
Expectations for 2023 fundraising strategies
Skills, services, and technology used by successful fundraising teams
Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.
Planned giving fundraisers across all sectors and organizations of all sizes have one common challenge: increasing investment in their organization’s planned giving program.
We know that the wealth transfer in the U.S. is gaining momentum. We also know that gifts of noncash assets are THE driver of sustainable revenue growth and powerful donor cultivation tech tools can boost traditional fundraising methods. Yet, we often hear from our nonprofit partners that they can’t invest in planned giving, “right now.”
But, if not now, when?
Explore the recording and slides of this CCS webinar to learn:
How to convince your leadership of their role in instilling gift planning culture within your organization
Key data points from our recent Philanthropic Landscape report to drive home the importance of investing in your planned giving program today
How to respond to common questions and concerns about the ROI of your planned giving program
Initial steps to set your organization on a path to short- and long-term financial growth
CCS’s Gift Planning Practice Group discusses the charitable giving potential from retirement assets and how nonprofits can promote giving from retirement and other noncash assets.
A lead gift can be the single most impactful tool to help advance your institutional goals. Securing a lead gift might not be easy, but there is a clear path to success if you lock in your strategy, have the right support, and follow your plan. Tune in to this webinar to follow the story of how a Catholic parish, diocese, and school identified the right gift amount, donor engagement, and case language to transform their vision into reality with a lead gift.
How are religious institutions approaching fundraising this year? And how does it differ from years past? View this webinar recording to discover key findings from a recent survey of nearly 100 religious organizations.
Tune in to CCS Fundraising and #iGiveCatholic’s three-part video series featuring engaging conversations with dioceses, parishes, and schools to hear firsthand how these organizations have navigated stewardship in a digital world.
As Human Rights Watch continues to raise funds to defend the rights of people across the world, Laura Boardman, Managing Director of Development & Outreach at Human Rights Watch, discusses how they ensure confidence and offer practical advice for donor engagement.
The session is designed to be helpful to all nonprofit professionals regardless of sector, location, or scale of your fundraising operations.
Discover what key lessons Central European University (CEU) has learned about fundraising during challenging times, from legislative changes that directly impacted their nonprofit to the COVID-19 pandemic.
It’s important to remember that campaign success is not only about funds raised, but also about the ongoing accomplishments that keep a development team feeling positive about the direction forward.
In this session, we hear from Dr. Una Osili, Associate Dean for Research and International Programs at the IU Lilly Family School of Philanthropy, who leads the research and production of Giving USA, a publication of the Giving USA Foundation. Dr. Osili presents trends from the latest report, which features a look back at charitable giving in 2021.
Following the presentation, panelists dive into a discussion on the significance and implications of this year’s numbers.
Featuring essential philanthropic research from all major sources in the industry, this exclusive report examines key themes in American philanthropy and the latest data on giving by US individuals, foundations, and corporations.
Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.
This video, presented by CCS Fundraising’s Gift Planning Practice Group, will help you learn how you can make significant advances with planned giving — in just 1-3 hours a week!
Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.
This video, presented by CCS Fundraising’s Gift Planning Practice Group, will help you learn how you can make significant advances with planned giving — in just 1-3 hours a week!
Help shape the future of gift planning by participating in our short survey! The survey is currently OPEN and will close on Friday, April 14, 2023. It will inform our new, specialized report on planned giving.
This video, presented by CCS Fundraising’s Gift Planning Practice Group, will help you learn how you can make significant advances with planned giving — in just 1-3 hours a week!
Amid pandemic challenges, nearly 90 percent of affluent households gave to charities in 2020, comparable to past years. At the same time, the study found notable shifts in the way donors give across different generations. This represents significant implications for philanthropists and the nonprofit sector going forward.
During this virtual panel discussion, we examine the study’s key findings on the giving patterns and priorities of High Net Worth Individuals (HNWIs) and what this means for nonprofits. Learn practical insights on major gift fundraising, how to accelerate a relationship with a HNWI, and the keys to positioning an extraordinary gift.
How are religious institutions approaching fundraising this year? And how does it differ from years past? View this webinar recording to discover key findings from a recent survey of nearly 100 religious organizations.
Tune in to CCS Fundraising and #iGiveCatholic’s three-part video series featuring engaging conversations with dioceses, parishes, and schools to hear firsthand how these organizations have navigated stewardship in a digital world.
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