Estate Pledges

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Lessons from Three Legends

Capital Campaign, Estate Pledges, Fundraising In A Tough Economy, Fundraising Professionals, Major Gifts, UncategorizedBy hartsookweb December 6, 2011

Holidays give me time to ponder. I’m sure some of the Kinetic staff wish I wouldn’t think so much because I have a reputation of making more work for everyone. But this Thanksgiving, I didn’t think of more we needed to do to grow philanthropy. Instead, I was in a very reflective frame of mind. …

Yes, No or Maybe . . . What an Idea!

Estate Pledges, Fundraising Professionals, Major GiftsBy hartsookweb October 5, 2010

After all the “Leave a Legacy” promotion in the past 20 years—the focus on planned gifts, and research on who gives them—the needle on realized gifts has barely budged. Perhaps it’s too early to judge this, but many of you know I have long been a critic of the planned giving profession’s focus on “gizmos”…

Read This Before You Ask for Estate Pledges

Estate Pledges, UncategorizedBy hartsookweb May 3, 2009

For the past several weeks I have been taking in Adrian Sargeant and Jen Shang’s Associated Fundraising Professionals’ research on bequest giving. If you have not seen this research, you must read it (you can find this study at www.legacyleaders.com). I think it is a road map to many changes in how we handle what…