Planned Giving Best Practices

This webinar will provide participants with an overview of key state and local tax considerations for nonprofit organizations. Topics covered will include establishing a state nexus, state reporting of unrelated business income, and understanding how sales and use taxes apply to nonprofit organizations.

More and more grantmakers we're talking to are rounding out their years by creating annual reports. Whether it's to summarize, level-set, or tell their stories! But how do you get started? What should you include? And why? A thoughtfully-crafted annual report can do more than communicate financial data and program statistics. It can bring awareness to your work, garner support for your mission, and build trust with your stakeholders. Our own Alexis Fish interviews Tere Segarra of Pacific Life and Susan Merfeld of Pebble Beach Company Foundation to discuss the hows, the whys and the whats of their annual reports. Join us as they share their best practices and suggestions.

You’ve probably heard how important individual donors are for the financial success of your nonprofit. For an early-stage organization, knowing how to get started can be difficult and feel overwhelming. In this webinar, Janet Cobb will help you better understand why individual donors are important to your mission, where to find prospects, how to get your first donations, and what to do once you receive donations to retain a strong donor base.

Nearly half of all donations are made in the last four months of the year, also known as the giving season. It's the perfect time for nonprofits to engage with their donors, create unique experiences and raise funds for their causes with online campaigns. Whether it is for a local “giving day,” a national event like #GivingTuesday, a year-end appeal or a giving month, when your supporters are engaged through a limited, time-bound campaign — it creates a sense of urgency that inspires more awareness and increases donations. ​