Posts tagged planned giving
298. Giving USA 2022: Breaking Down the Philanthropy Trends - Elizabeth Abel

Meet Elizabeth. She's baaaccckkk! The queen of interpreting philanthropic data reports is back in our house, and today we're breaking down Giving USA's 2002 Report. CCS's brilliant thought leader is explaining why dollars are up and donors are down, and how we can maximize that potential (and turn the tide of donor retention!). CCS is even giving away it's FREE breakdown of the report here (👈 waiting list, report dropping soon!) 🧐

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141. Back to the Basics: Boards - Jonathan McCoy, CFRE and Becky Endicott, CFRE

We all love our boards. But are we really leveraging them to their full potential? They just might be the volunteers closest to your mission, and knowing how to engage them (rather than simply talk at them) possesses the key to unpacking next level connections but also cultivating them toward their gift in the process. Join Jon + Becky as dive into Back to Basics: Boards. We're talking through basic board responsibilities, board mapping and common governance mistakes. Tune in 🎧

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138. Back to the Basics: Corporate Giving - Jonathan McCoy, CFRE and Becky Endicott, CFRE

Just when we thought we had Corporate American figured out, the world went and threw a global pandemic at us, and everything flowing from that experience has reshaped what we all know about corporate giving. Join us as Jon + Becky walk us through Back to Basics: Corporate Giving. We're talking through types of corporate philanthropy, CSR, reimagining corporate engagement and trends we see looming post-pandemic for employee-driven, socially-minded businesses. Spoiler: How you meaningfully partner with companies matters now more than ever.

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132. Back to the Basics: Donor Relations - Jonathan McCoy, CFRE and Becky Endicott, CFRE

Back-to-Basics this week is diving into one of the brightest spots in our sector: donor relations. We're talking all things stewardship, acknowledgment, recognition and engagement, but naturally we're putting that WAFG spin on them to ensure you're not diluting the experience for those who are not in your top 1%. In short, we're talking about how to love on your people while also showing impact. It's one of those awesome feel-good conversations - where you can also learn!

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129. Back to the Basics: Planned Giving - Jonathan McCoy, CFRE and Becky Endicott, CFRE

Back-to-Basics continues this week with the topic with diving into the ultimate realization of playing the long game: Planned Giving. Planned giving is the convergence of some of our favorite topics - value alignment, having meaningful conversations and telling incredible stories of quite possibly our most rabid fans. We discuss a starting point, Pro Tips and even provide a glossary of terms for those words you've never been brave enough to ask about in a staff meeting. If we can do it, so can you.

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