Tag Archives: charity

Social Media & Planned Giving

Portrait of a senior woman holding a mobile phone and smiling Model Release: Yes Property Release: NA

NPR reports that penetration of social media among those 50 and over nearly doubled in just the past year. It’s still only at 42%, but it’s rising very steeply. That has implications for Planned Giving.

To be sure, you need to know your constituency. If it does not reflect the national trend, you don’t want to allocate time to an initiative that can be very time consuming. Your Facebook page and Twitter stream need constant attention–if you’re going to do them right–and proper social media practice goes well beyond those best-known sites. I leave the details of inaugurating a nonprofit social media presence to more august thinkers.

If social media has deeply penetrated your 50-and-over constituents, your Planned Giving program can ride that wave. There’s potential for sharing testimonials that will engage others; hosting webinars on financial and estate planning; reconnecting classmates at all education levels; virtual donor recognition; coordinating direct mail with web content; and lots of other creativity. Much of your pre-existing online presence may be appropriate for your PG constituency, and you can make them aware of what you offer in ways you might not have in the past.

I’m really interested in ideas you have, or things you’re already doing, with social media for your Planned Giving prospects.

European Reaction to the Buffett/Gates Challenge

Microsoft chairman Bill Gates gestures during a news conference at the 18th World Aids Conference in Vienna July 19, 2010.  REUTERS/Herwig Prammer (AUSTRIA - Tags: BUSINESS)

We all know Europe has a wide publicly-provided social and cultural net delivering much of what U.S. nonprofits offer. For that reason, charitable giving is regarded differently there.

A Der Spiegel interview with German multimillionaire Peter Krämer sums up the European sentiment pretty nicely, in a response to the Buffett/Gates $600 billion challenge.

Here’s an excerpt from the short interview:

Krämer: It is all just a bad transfer of power from the state to billionaires. So it’s not the state that determines what is good for the people, but rather the rich want to decide. That’s a development that I find really bad. What legitimacy do these people have to decide where massive sums of money will flow?

Taxes Don’t Motivate

Deductions, Taxes and Tax Day


Donors are not primarily motivated by taxes when they make their giving decisions. Rich, middle, or poor, we all have other considerations and motivations that trump the tax code’s financial incentives. This New York Times piece by Judith Warner, “The Charitable-Giving Divide” explores those greater influences.

I have always believed the Obama proposal to limit charitable deductions for high earners will not have the devastating impact on charitable giving that many predict. The decrease will be small and temporary.

History has shown that giving rebounds within a few years of depression, recession and tax code changes, then continues its gradual rise.

Your Charity as Creditor: Red Flags Rule

The Federal Trade Commission has a delightful new rule, the Red Flags Rule (link is to a 17 page .pdf from the FTC), which may draw your nonprofit into its regulatory web.

Your involuntary participation hinges on the law’s definition of “creditor” and the Red Flags Rule clearly announces that charities can fall within the law’s reach. This has me thinking about red flag football as a kid, when I was routinely forced into involuntary non-participation, after neither team picked me as a player. In an especially low point in my childhood, I was the football.

The Red Flags Rule compels organizations of all types to identify those business processes (red flags) that make them vulnerable to identity theft. Enforcement begins in December of this year.

Nonprofit Radio for September 3, 2010: Talking About Your People

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guest:

Karen Bradunas, Human Resources consultant.

Talking about your people.

They are your most important asset: attracting, hiring, retaining, motivating, managing and removing.

Here is the link to the podcast: 008: People: Your Most Precious Asset

This Friday from 1-2pm this week and every week!

Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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