IRAs may not be the very first thing that comes to mind when you and your colleagues implement fundraising strategies. But they probably rank in the top three! That’s because Americans who have spent decades in the workforce have watched their 401(k)s, IRAs, and other...
It’s October! You are well aware of the calendar, of course, and so are your clients. You’ve also likely already begun reminding clients about year-end tax deadlines and important loose ends to tie up before 2027 hits. Remember, though, that memories are short, and...
If your email inbox—and even your actual mailbox—is any indication, year-end must be right around the corner! You’ve likely already started to get reminders, tax tips, charitable giving strategies, and appeals from organizations you care about. It can be a lot! The...
You’re making a list! Maybe even more than one! The final months of the year are critical for fundraising, but year-end success involves more than sending an appeal in December and crossing your fingers that donors respond. Now is the time to engage the full spectrum...
