Jeanne C. Tedrow, President & CEO, North Carolina Center for Nonprofits
retirement
Jeanne C. Tedrow, President & CEO, North Carolina Center for Nonprofits
How the Board Can Support Legacy Giving is a free, one-hour webinar from January 2021 by the software company Boardable. It covers why legacy giving can be important to an organization, why board members are key to the program's sustainability, and how to engage your board in establishing a legacy giving program.
Planned giving programs can be a sustainable long-term component of your nonprofit's fundraising strategy. But with a confusing array of jargon – charitable gift annuities (CGAs), charitable remainder annuity trusts (CRATs), actuarial determination, and so on – knowing where to start is daunting. Below are resources explaining the types of planned giving programs, how to market planned giving, and sample appeal letters to get your organization on the path to fundraising for the long-term.
Start a Planned Giving Program
"It is always possible to donate retirement assets, including IRAs, 401(k)s and 403(b)s, by cashing them out, paying the income tax attributable to the distribution and then contributing the proceeds to charity. In many cases, though, there is little to no tax benefit associated with this type of donation. However, a direct contribution of retirement assets to charity as part of an estate planning strategy can be very tax efficient.
Sabbaticals can be a win-win for your organization and everyone in it. Sabbaticals Help Keep Good Executives offers lessons and advice from nonprofit leaders who have taken sabbaticals. (North Carolina Center for Nonprofits)
Nonprofit executive directors often wonder if it's the right time to leave. Maybe the demands of the job seem ever more burdensome, or the board seems increasingly dissatisfied, or the ticking of the retirement clock is getting louder.
Ready to Lead? Next Generation Leaders Speak Out
This report combines perspectives and data from about 6,000 emerging nonprofit leaders from throughout the country on the advantages and drawbacks of leading a nonprofit organization. There are also recommended action plans for nonprofits to engage with immediately in order to bring about real change and develop great leaders for tomorrow.