Newsletters

Here are the most recent issues in reverse order:

01/09/25

IN THIS ISSUE: It’s Electric! Estate planning with remote online notarization featuring The Best Notary Founder and CEO Eli Angote; Nonprofit tip: Using AI to create dialogue and free up bandwidth; Donor tip: How does a giving account work? Professional Advisor tip: What’s the difference between a Nonprofit Corporation and a Public Benefit Corporation?

12/21/24

IN THIS ISSUE: Lend me a gift! How LENDonate helps nonprofits access reasonably priced loans featuring Founder and CEO Vivienne Hsu; Nonprofit tip: Launching a Capital Campaign; Donor tip: Supporting survivors of human trafficking; Professional Advisor tip: Starting a podcast for your firm

11/26/24

IN THIS ISSUE: What’s your motivation? Using Giving Multiplier to split your donation featuring Executive Director Matt Coleman; Nonprofit tip: Giving Tuesday; Donor tip: Overcoming psychological barriers to giving; Professional Advisor tip: Helping your clients give non-cash assets

11/06/24

IN THIS ISSUE: The importance of estate planning, featuring Senior Planned Giving Specialist Jordan Cassidy; Nonprofit tip: Accessibility for your donors; Donor tip: Making DAF payments easy; Professional Advisor tip: Advising ultra-high-net-worth clients

10/10/24

IN THIS ISSUE: Connecting funders and nonprofits, featuring prospecting researcher Laura O’Rourke; Nonprofit tip: What is recurring giving?; Donor tip: Higher expenses, greater impact?; Professional Advisor tip: Engaging clients’ children in family philanthropy

09/25/24

IN THIS ISSUE: Expiring tax cuts of 2025—what to expect featuring federal policy consultant Sara Barbra; Nonprofit tip: Utilizing the Association of Fundraising Professionals; Donor tip: Using GuideStar to identify nonprofits of interest; Professional Advisor tip: Having the philanthropic conversation with clients

09/04/24

IN THIS ISSUE: Making it EASY for donors to give, featuring Dr. Robert Levey, PhD; Nonprofit tip: Using mapping software to illustrate regional services; Donor tip: Organizing important documents; Professional Advisor tip: Three drivers leading advisors to provide charitable services

06/28/24

IN THIS ISSUE: How ideas42 is helping people give more effectively to make an impact, Nonprofit tip: Enhancing your fundraising program; Donor tip: The latest Fiving USA report findings; Professional Advisor tip: This week in Crypto Philanthropy

06/14/24

IN THIS ISSUE: To bequeath or not to bequeath?, Nonprofit tip: Grant application for promotional products; Donor tip: Do you know what a Retained Life Estate is?; Professional Advisor tip: Interview with financial planner Nick Palahnuk

05/31/24:

IN THIS ISSUE: A better approach for asking for the right amount of money from a donor or potential donor (with expert Larry Raff), Nonprofit tip: Accepting gifts of royalties; Donor tip: GuideStar by Candid offers a snapshot of nonprofits; Professional Advisor tip: AiP/Stanford PACS training is coming up soon

05/17/24:

IN THIS ISSUE: Making gifts of non-cash assets (with expert Brad Caswell), Nonprofit tip: Writing more compelling fundraising job descriptions; Donor tip: Listening to the beneficiaries of the nonprofit’s work; Professional Advisor tip: The launch of the Impact Philanthropy Advisor (IPA) certificate

04/30/24:

IN THIS ISSUE: The importance of charitable lead trusts (with expert Brad Gornto), Nonprofit tip: Capacity building at your nonprofit; Donor tip: the U.N.’s 17 Sustainable Development Goals; Professional Advisor tip: Learnings from research study focusing on 200 high-net-worth investors and charitable giving

04/16/24:

IN THIS ISSUE: Giving to what matters most to donors (with expert Erinn Andrews), Nonprofit tip: LYBUNTs and SYBUNTs; Donor tip: Community Foundation Awareness Initiative (CFAI); Professional Advisor tip: Private Foundations (PFs) vs. Donor-Advised Funds (DAFs)

04/01/24:

IN THIS ISSUE: Reflecting back over the past six months (with me), Nonprofit tip: KPIs vs. Metrics; Donor tip: How much do people of certain religions give?; Professional Advisor tip: Proposed regulations and donor-advised funds (DAFs)

03/15/24:

IN THIS ISSUE: Fundraising and Artificial Intelligence/AI (with expert Josh Birkholz), Nonprofit tip: Charitable Gaming (in NH); Donor tip: What different generations care about giving to; Professional Advisor tip: Philanthropy Advisor survey from Dien Yuen and Daylight Advisors

03/08/24:

IN THIS ISSUE: Giving Circles (with expert Emily Rasmussen), Nonprofit tip: How to cope with “Nonprofit Founder’s Syndrome”; Donor tip: Giving Gap---the "largest free searchable database of Black-founded nonprofits in the U.S.; Professional Advisor tip: Top charitable causes in each state

03/01/24:

IN THIS ISSUE: Gifts-in-kind: Donating Computers (with expert Loren Williams), Nonprofit tip: Eight challenges and problems facing nonprofit organizations; Donor tip: Top 15 reasons why people give to nonprofits; Professional Advisor tip: Which are the most generous state as measured by donations by percentage of income?

02/23/24:

IN THIS ISSUE: A tool to financially plan for philanthropy (with expert Nick Palahnuk), Nonprofit tip: “Supercharging” board fundraising; Donor tip: Faith-based advisory experts; Professional Advisor tip: Learning to have the philanthropic conversation: training

02/17/24:

IN THIS ISSUE: Building brand loyalty through digital marketing (with expert Lew Sabbag), Nonprofit tip: The psychology and IRS tax reasons for asking for $19 per month from donors; Donor tip: Learn about bold ideas for donors from The Audacious Project; Professional Advisor tip: New type of 403(b) pooled employer plan helps reduce costs and offers other benefits to nonprofits

02/09/24:

IN THIS ISSUE: How to make a big gift to charity RIGHT NOW with no strings attached (with expert Chip Minto), Nonprofit tip: How Volunteer Match helps you find people quickly who are well-matched to your institution; Donor tip: ProPublica gifts you the nonprofit financials you are looking for: quickly and at no cost; Professional Advisor tip: Fractionals United is where you can offer part-time services to those who want what you offer, but they can’t pay for a full-timer

02/01/24:

IN THIS ISSUE: Get to know prospects and donors better through research (with expert Pauline Palkovic), Nonprofit tip: 25,000 companies listed through Double the Donation who match donor gifts; Donor tip: Charitable giving decisions and volunteerism dominated by women; Professional Advisor tip: Overhaul your client intake form to prompt charitable giving questions

01/25/24:

IN THIS ISSUE: Social media, e-mail marketing, display advertising, website design and development, and video production (with expert Marc Mustachio), Nonprofit tip: Reveal future bequest intentions using current matching gift money; Donor tip: Those who make less than $50K annually are the second-highest givers in terms of percentage of income and other fun facts; Professional Advisor tip: Impact investing for first-timers

01/18/24:

IN THIS ISSUE: Fiscal Sponsorship (with expert Braden Fineberg), Nonprofit tip: Wealth screening vs. prospect research; Donor tip: Site Visits as a powerful engagement tool; Professional Advisor tip: Supporting organizations and how they work

01/11/24:

IN THIS ISSUE: Listening to your Nonprofit Clients (with expert Valerie Threlfall), Nonprofit tip: Attracting donations with the DAFwidget; Donor tip: Family Meetings and Retreats; Professional Advisor tip: Charitable Giving Knowledge

January 04, 2024:

IN THIS ISSUE: Where nonprofits and for-profits meet in the marketplace (with expert Danette O’Connell), Nonprofit tip: Sample bequest intention language; Donor tip: Giving Circles; Professional Advisor tip: Why to include an EIN in bequest language

December 28, 2023:

IN THIS ISSUE: Using software to ease the logistical burden of giving (with expert Paul Lussow), Nonprofit tip: How to diversify your board; Donor tip: Using Collective Action Funds to support giving as a group; Professional Advisor tip: Women and Giving resource

December 20, 2023:

IN THIS ISSUE: Wire fraud bad guys love December (with expert Ryan Castle), Nonprofit tip: Donors and trust; Donor tip: Non-cash asset donations and form 8283; Professional Advisor tip: Driving up one’s Net Promoter Score (NPS)

December 13, 2023:

IN THIS ISSUE: Life insurance donation strategies (with expert Steven Bowles), Nonprofit tip: Sample online donation pages (best practices); Donor tip: Using your Required Minimum Distribution (RMD) as a Qualified Charitable Distribution (QCD); Professional Advisor tip: Uncharitable as a recommended film

November 29, 2023: 

IN THIS ISSUE: Grant writers (with 15 grant writing experts named), Nonprofit tip: Donation receipts; Donor tip: Dollar Donation Club; Professional Advisor tip: 21/64 50% sale on tools

November 22, 2023: 

IN THIS ISSUE: GiveCredit/nonprofit donations from purchases (with expert Peter Ciaccia); Nonprofit tip: Volunteer management; Donor tip: Private foundation strategic tips; Professional Advisor tip: Mutual fund donations

November 15, 2023: 

IN THIS ISSUE: Intellectual Property protection for nonprofits (with expert Jamie Sternberg); Nonprofit tip: Silent auctions; Donor tip: Private foundation giving trends; Professional Advisor tip: End-of-year appreciated securities and QCD tips with Chris Gullotti

November 10, 23: 

IN THIS ISSUE: Direct Mail for nonprofits (with expert Phil Goodhart); Nonprofit tip: Live auctions; Donor tip: Time/Talent/Treasure/Ties; Professional Advisor tip: Client retention

November 1, 2023: 

IN THIS ISSUE: Database management for nonprofits (with expert Jenny Kleintop); Nonprofit tip: Raffles; Donor tip: Tangible personal property; Professional Advisor tip: Charitable giving classes for CE credit

October 25, 2023: 

IN THIS ISSUE: Real estate donations (with experts Jay Grab and Bruce Geiss); Nonprofit tip: Search Engine Optimization (SEO); Donor tip: Donating to a private foundation vs. a donor-advised fund; Professional Advisor tip: Ten mistakes advisors make related to charitable giving

October 18, 2023: 

IN THIS ISSUE: Information technology for nonprofits (with expert Michael Halperin); Nonprofit tip: Mission/Vision/Values; Donor tip: What is your “why”?; Professional Advisor tip: 21/64 tools

October 11, 2023:

IN THIS ISSUE: Planned giving for nonprofits (with expert Joe Tumolo); Nonprofit tip: “SWOT” analyses; Donor tip: Qualified Charitable Distributions (QCDs); Professional Advisor tip: Privately held stock donations

September 27, 2023:

IN THIS ISSUE: Executive Searches for nonprofits (with expert Barbara Gebhardt); Nonprofit tip: “Big Hairy Audacious Goal;” Donor tip: Publicly traded securities donations; Professional Advisor tip: Bringing up the philanthropic conversation

September 20, 2023: 

IN THIS ISSUE: Expense reduction for nonprofits (with experts Rod Ganis, T.D. Thompson, and Jon Horn); Nonprofit tip: What is a Values Statement?; Donor tip: Non-cash asset donation choices, Professional Advisor tip: Community foundations

September 13, 2023: 

IN THIS ISSUE: Videography for donors, nonprofits, and professional advisors (with experts Jason Ellinger, Ben Golding, and Kerri Feazell); Nonprofit tip: What is a Vision Statement?; Donor tip: Qualified Charitable Distributions (QCDs); Professional Advisor tip: Growing your business by having the philanthropic conversation with clients

September 6, 2023: 

IN THIS ISSUE: CCS Fundraising’s Philanthropic Landscape report 2023; Nonprofit tip: What is a Mission Statement?; Donor tip: Donating anonymously; Professional Advisor tip: AiP/Stanford workshops on having the philanthropic conversation