IRA Qualified Charitable Distributions

Greg Pierce  

Understand the benefits and increase your value to donors. 

First let’s clarify any confusion in nomenclature. Sometimes the IRA Qualified Charitable Distribution is referred to as an IRA Rollover gift. This is a sloppy and misleading term, because an IRA Rollover is another distinct process. Better to use the term IRA Qualified Charitable Distribution (QCD).  Continue reading

Rebecca Langley

Add Hours Back Into Your Week

Rebecca Langley  

A technology round-up to help you increase productivity.

If your idea of increasing productivity is petitioning the universe to add a few hours to the day, take heart. There are less cosmically improbable ways. Let’s glance at how technology can work in your favor and add hours back into your week.   Continue reading

Viken Mikaelian

Marketing Planned Giving to Advisors

Viken Mikaelian  

In a perfect world, all of your benefactors who receive your planned giving mailing will immediately decide it’s a good idea, call their advisor for the go ahead, and then make your institution a gift that changes no only the trajectory of your long-term revenue goals, but your career as well.

Unfortunately, it’s not a perfect world. Of course it’s not. Continue reading

Karen Martin

Get Un-Stuck and Get Moving

Karen Martin  

This is inspired by:

It recently occurred to me that there are many smart people walking around with brilliant ideas in their heads, but just a small few of them can manage to take action and make something happen. Why is action so elusive?  What can be done about it?  How can you move toward productivity and create change? After all, if you don’t do anything different today, tomorrow will be just like today.

So why not do something? Anything? What’s holding you back?  Continue reading

Prepare and Achieve


Recently I have come across several articles addressing the idea known as “motion vs action”.  According to James Clear, who credits Steve Blank with first writing about the concept, “Motion is when you’re busy doing something, but that task will never produce an outcome by itself. Action, on the other hand, is the type of behavior that will get you a result.“  Continue reading

Jim Friedman

Raise Your Hand If You Like Leftovers

Jim Friedman  

For the really big gifts, ask for the residue.

It was the kind of gift we all dream about. Our organization received notification from an attorney that we were to be the recipient of a $100,000 bequest from a woman whose name we did not recognize.   Continue reading

Better than Average


Go ahead, be average.

Or is that not good enough for you?

Do you wish to be better than average in your career and in your life? If you do, then you need to behave in a better than average fashion.

The way you live and conduct yourself on a daily basis is directly related to the life you end up with. It is easy to get sucked into a life less productive and less fulfilling and more average. It is easy to give in to the noises around you and thus be distracted endlessly from the current task at hand. It takes purposeful effort to be better. Continue reading

Viken Mikaelian

Workus Interruptus

Viken Mikaelian  

This article is not for the faint of heart.

Endless texts, tweets, emails, calls, chats, IMs, Facebook updates… What do all these things have in common? They’re all uncontrolled by you and letting others control your time. All buzzing and vibrating and stealing your attention from what you should be doing. Not to mention co-workers at your door. “Got a minute?” “What are you doing for lunch?” “You did hear about Nancy and Bob…?”

This article is about peak productivity. Turn off your smartphone, ignore email, dive in. There’s good stuff here.

But caution: this article is not for the faint of heart or politically correct. Continue reading

Viken Mikaelian

Does Your Career Need An Energy Shot?

Viken Mikaelian  

Welcome to the proactive field of planned giving.

Two informal surveys of ours indicate that those who even dabble in planned giving do significantly better in their careers than those who do not. Don’t trust our surveys? Just think about it logically. Planned giving is a proactive field. It involves foresight and thoughtful long-term planning for the future. This is different from annual giving, which is more about addressing urgency. And in almost any field, those in charge of long-term planning are compensated far better than those serving immediate needs.

Here are some tips to energize your career. Don’t just read them. Pick at least two to put into action straight away. Continue reading