Planned Giving

MAY 12, 2025

” Life Insurance Gifts : “Making our organization the beneficiary of a policy you no longer need.” 6 Establish Gift Acceptance Policies ADVANCED (IMPORTANT, BUT NOT URGENT) Start simple. Your policies protect your nonprofit legally and set internal expectations. Later, you can expand.

Policy

Get Fully Funded

FEBRUARY 10, 2025

However, you can strategically cut other administrative costs by: Evaluating your organizations insurance plan to ensure youre getting the right amount of coverage for the best price. if you pay for a separate donation processor when your CRM has one built in).

Management

The Fundraising Coach

MAY 30, 2025

Life insurance: Donors can name a nonprofit as the beneficiary of a life insurance policy. Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Is your board on board? Measure and refine the program.

CRM

Blackbaud

JULY 10, 2025

Consider another example: A life insurance policy payout as part of a planned legacy gift. If your fundraising CRM and fund accounting system are integrated, this can be done automatically to streamline the entire process.

Finance

Blackbaud

OCTOBER 18, 2024

Add them, if they are willing, to your affiliated volunteer roster and to your constituent relationship management (CRM) platform so you can keep them apprised of opportunities to support your mission in the future. Mitigate Risks Before deploying spontaneous volunteers to a disaster zone, check your insurance policy.

Management

Get Fully Funded

DECEMBER 7, 2021

Here’s where a Gift Acceptance Policy can help (more on that in a moment). You might say to that donor “That’s a generous offer, but our policy says I need to take this sort of donation to my Board for approval.” Either way, your Investment Policy will outline how donated stocks and bonds are handled. Now you’re off the hook.

Donation