Planned Giving

12 Attributes of Successful Fundraising Staff

June 3, 2018

by William J. Moran, J.D., M.S.Ed. President,  The Moran Company “We Find Great Nonprofit Leaders”   One of the most important elements for successful fundraising is the caliber of the…

How to Put On Successful Planned Giving Seminars

September 8, 2011

by William J. Moran, J.D., M.S.Ed. Planned giving and estate planning seminars can be an effective tool to raise awareness of planned giving and estate planning vehicles.  In addition, they…

Codicil to Will Form

September 5, 2011

by William J. Moran, J.D., M.S.Ed. A codicil is an amendment to one’s original will. It can be used to make simple additions or amendments, such as adding or removing an…

Donor Contact Form for Planned Giving

September 5, 2011

by William J. Moran, J.D., M.S.Ed. This is a form used to report specific details of a contact with a donor. View or Download Donor Contact Form for Planned Giving: …

Benchmarks for a Successful Planned Giving Program

September 5, 2011

by William J. Moran, J.D., M.S.Ed. Whether you have an established program or are interested in starting one, you will find these benchmarks useful as you focus on planned giving…

Planned Giving: Do Not Forget To Ask

September 5, 2011

by William J. Moran, J.D., M.S.Ed. Published in Fund Raising Management/May 1990 Planned giving is a special form of fund raising. It is different from capital campaigns and other such…

Planned Giving: Not Just For The Wealthy

September 5, 2011

by William J. Moran, J.D., M.S.Ed. Published in Funding Connection/November 1996 Wealth is not a prerequisite to be a planned giver.  Assets are. There is a difference, you know.  I am…