Planned Gifts: A Quick Guide To Help Nonprofits Raise More
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. After the donor passes away, the nonprofit retains the remaining value.
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