In my experience, the most frequent types of planned gifts an organization should market are bequests, charitable gift annuities, stocks and charitable IRA rollovers. I also suggest that you investigate life insurance, as many individuals have existing insurance policies with cash value that you can immediately use..
We have been saying it all along, and now others are saying it: things are not right in the development function of many non-profits. In a recent article in Education Dive , Autumn Arnett writes: “… a recent survey of university gift officers, conducted by Ruffalo Noel Levitz found a majority of gift officers feel they are not efficiently using their time to get the maximum impact and more dollars to campus.”
Spotlight: The best major gift officers
Tuesday, November 14th | 3pm ET
Colleges and universities are relying on their gift officer teams more than ever to fund their institution’s operation and growth. What are the best ways to navigate a more challenging fundraising environment to build relationships with major donors and planned giving prospects to book more big gifts?
The experts from Advancement Resources share the secrets of the most successful major gift officers and which skills they have in common in this upcoming webinar. Register today >>