As long as technology has existed, there’s been a perception that seniors are not just slow to adopt it, but resistant to use it. The advent of the computer age in the 20th Century thrust that perception into the spotlight as younger generations raced toward the digital age and older generations held back. Now, in the 21st Century, computers, tablets, and smartphones are ubiquitous. Even our TVs are “smart.” Still, there are fundraisers who say things like, “Our donors are all elderly, so they aren’t online.” That’s why, in 2002 and again in 2017, we dove into research on the role that technology plays in the lives of senior citizens. Both times we surprised the skeptics.

As you are likely aware, you can avoid long-term capital gains tax while maximizing tax deductions through charitable stock gifting. Read this article to see how the tax savings can stack up.

To fully empower our donors, fundraisers must consider the long-term within the major giving sphere. Think about it – You cultivate, you discover. You steward, you engage. You ask … and you receive!  You thank … and then what? You drop and move on to the next prospect, the next check?

A donor makes a verbal promise to include a planned gift for your organization in their will, but they never send you a signed intention form. Then the donor dies. How do you ask the family if the gift was included in the donor’s estate plan? This type of situation happens frequently.