Stories

Providing guidance to loved ones about your charitable giving

Whatever your age or health status, you're probably aware that you should document important financial and personal information for loved ones, just in case the unexpected occurs. We've all heard stories about someone's family member who passed away and left...

Planned giving pointers

You've likely seen articles on your favorite nonprofits' websites about "planned giving," but what does the term really mean? Our staff has put together some pointers to help simplify the concept of planned giving, along with ways the community foundation can...

Back to basics: An endowment refresher course

More often than not, boards of directors of nonprofit organizations are made up of business and community leaders who are not typically embedded in the day-to-day operations of charitable organizations. That's why it's important to focus on continuous...

It's never too early to plant seeds for planned giving

Millennials and Generation Z are already focused on retirement, and 30% of them are setting their sights on becoming millionaires to achieve their goals. What this means for you and other charitable organizations is that it's likely a smart move to expand...

Three common client scenarios where philanthropy can be a solution

If you're not talking about charitable giving with your high-net-worth clients, 2024 is the year to start doing it! Recent studies show that 85.1% of affluent households give to charity. Certainly many of your clients are among them. Take a few minutes...

Four tips for setting charitable giving goals in the new year

The start of a new year is a great time to plan and reboot. Cliche as it may be to talk about resolutions this time of year, it's tough to deny that January represents a clean slate for "to do" lists, goals, and your overall mindset. As you consider your 2024...

Nonprofit Spotlight: Grace House Akron

Grace House Akron, located in the city's North Hill neighborhood, follows a simple tenet: "No one should die alone." The organization helps people who are enrolled in a hospice program, without an able caregiver, or alone or unable to afford a private...

How business owner donors can help build your endowment

If you've not reviewed your donor lists recently to identify which donors own their own businesses, now may be a good time to do just that. Business owners make great donors, not only because they understand how hard it is to build and grow an organization,...

Looks good on paper: Direct mail to grow your endowment

As a nonprofit, two constants you likely face are (1) more demand for your services and (2) rising operating costs. Fundraising can help satisfy the "more demand" part of this equation, but that typically requires more budget, which means more marketing...

Philanthropy: The Key to Cultivating Next-Generation Clients

Regardless of your business or industry, retaining your clients or customers is a key to success. And as the saying goes, it's easier and less costly to retain or get more work from a current client than it is to find a new client. As an attorney,...

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