Blog & Case Studies
Our Blog Posts
We feel strongly about philanthropy, and we share our thoughts and experiences here in our blog posts and elsewhere to provoke thinking and action.
I feel very fortunate to have had a long relationship with philanthropy. The last 20 years, in particular, have been full of reflections on the industry and my role in it. Working in this field is uplifting and instructive, and my day-to-day encounters have only added...
The beneficiary/succession plans for DAF accounts have great potential for long term fund raising.
We know DAF growth has been strong, and DAFs are here to stay, but there are issues. However, some can be addressed quickly by the DAF industry itself.
Bigger donations require thinking about bigger gift types. Knowing how to access assets held in donor-advised funds and illiquid assets can provide a big boost to giving.
Getting your share of grants from donor advised funds requires the same donor relationship management efforts you use everyday. Just don’t call the DAF.
Donor advised funds are getting a lot of press. We think there is a strong future for them.
Case Studies and Success Stories
An effective way of explaining how our ideas and solutions work in real life is through stories of successful gift situations. These can be shared with peers and colleagues, and many have found them to be a good way to illustrate gift possibilities to donors as well.
(click a box below to read the full story)
Real Estate Gift
This real estate gift netted almost $6 million to fund a donor-advised account to further benefit charities of the donor family’s choosing.
Business Interest Gift
A partial interest in a web-based business made charitable gifts possible of over $10 million to each of 4 charities.
Retained Life Estate Annuity
The structure of this donation provides a triple benefit: it allows the property owner to remain in their house until they pass AND pay them $65,000/year AND is still expected to have funds to issue significant grants to charities upon the owner’s death.
Unsure of how to talk to donors about illiquid asset gifts? These discussions can be involved and can take a few conversations – but don’t say “no” too fast. These inquiries can build and expand your relationships with your donors that can lead to lifelong support of your work, and can bring large dollar gifts to support your mission.