@GenerosityProf

Professor, Charitable Financial Planning, Texas Tech University: I make and share words, pictures, and discoveries that help others encourage generosity.

 Lubbock, Texas
EncourageGenerosity.com
Joined August 2009
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  • Followers492
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Check out my latest article: How the 2025 Charitable Tax Law Changes Boost the Value of Bunching and DAFs linkedin.com/pulse/how-2025-… via @LinkedIn

How the 2025 Charitable Tax Law Changes Boost the Value of Bunching and DAFs

Now more than ever, tax smart giving means bunching. And bunching usually means using Donor Advised Funds (DAFs).

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The magic fundraising words to say when the donor says "no" linkedin.com/pulse/socratic-… via @LinkedIn

Socratic fundraising after the ask: Congratulations! You got a “no.”

Disaster! We put in the work. We put in the planning.

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Want to raise the biggest gift ever? It starts by uncovering the donor's ideal philanthropic "victory". linkedin.com/pulse/socratic-… via @LinkedIn

Socratic fundraising foreshadowing: Questions that uncover a meaningful victory

A compelling fundraising challenge will connect with the donor’s identity. This begins with backstory.

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Need to get a donor meeting? Here's how. Want to start real donor engagement? It starts with permission for "Socratic fundraising." Here's how to get that, too. linkedin.com/pulse/socratic-… via @LinkedIn
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Check out the latest article in my newsletter: Confirming donor heroism with gratitude: The return of the hero linkedin.com/pulse/confirmin… via @LinkedIn

Confirming donor heroism with gratitude: The return of the hero

“In myths the hero is the one who conquers the dragon, not the one who is devoured by it.” – Carl Jung[1] Monomyth resolution In the universal hero story, the hero wins.

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Check out the latest article in my newsletter: The epic fundraiser as translator: Selling to the internal organization linkedin.com/pulse/epic-fund… via @LinkedIn
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Are you making an EPIC fundraising ask? This starts by understanding the archetypal story role of the fundraiser character in the universal hero’s journey. #fundraising #herosjourney #storytelling #monomyth linkedin.com/pulse/fundraise… via @LinkedIn
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Check out the latest article in my newsletter: The Psychology of the Massive Donation: Foundations, Funds, Trusts, and Endowments linkedin.com/pulse/psycholog… via @LinkedIn

The Psychology of the Massive Donation: Foundations, Funds, Trusts, and Endowments

Many fundraisers don’t understand the world of big philanthropy. Why not? Because they don’t understand wealth.

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Check out the latest article in my newsletter: The Secret to Fundraising Math: Gifts of Wealth Not Disposable Income linkedin.com/pulse/secret-fu… via @LinkedIn

The Secret to Fundraising Math: Gifts of Wealth Not Disposable Income

Gifts of wealth A donation comes from the intersection of motivation and cost. Most of this series focuses on the motivation side.

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Check out the latest article in my newsletter: Math Problems in Fundraising Story: Motivations and Barriers linkedin.com/pulse/math-prob… via @LinkedIn

Math Problems in Fundraising Story: Motivations and Barriers

Numbers For nonprofit managers, numbers are important. Numbers define success or failure.

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Check out the latest article in my newsletter: When fundraising story is in the details: Can I see your character? linkedin.com/pulse/when-fund… via @LinkedIn

When fundraising story is in the details: Can I see your character?

Story character A story needs character and plot. But it starts with character.

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Check out the latest article in my newsletter: Understanding fundraising story with a brain scanner linkedin.com/pulse/understan… via @LinkedIn

Understanding fundraising story with a brain scanner

Philanthropy originates in story. In the earliest foundations of human social cooperation, story is at the center.

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Free copy of my new book, “The Socratic Fundraiser: Using Questions to Advance the Donor’s Story” at bit.ly/3mDa5oA audiobook at bit.ly/3Dpm13a Please pass along to anyone who might find it useful. Thanks!
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New study shows wide variation in legacy donor stewardship success. The loss rate (no actual post-mortem gift) from decedents who had confirmed a planned gift during life among ten leading charities varied widely, from 17% to 60%. dx.doi.org/10.1002/nvsm.1703
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Legacy giving from those with estates over $2M averages 20, 50, or 100 years of annual giving. bit.ly/2ZABPOF Table 4: urbn.is/32f5JKi Page 271: bit.ly/2DT0ghZ
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Replying to @ClaireyJaneR @GiveGreenCanada
The difference is still statistically significant after controlling for changes in SES like wealth. Didn't see any race effect mediators in the data.
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Current giving increases dramatically following addition of charity to an estate plan. These are the same donors before and after. They just behave differently after changing their estate plans. Details in my new law review article at bit.ly/3dD1F8u #fundraising
Average annual charitable donations increase more than 75% after adding charity to an estate plan

ALT Average annual charitable donations increase more than 75% after adding charity to an estate plan

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The $300 above-the-line charitable deduction is NOT $600 for married couples according to The Joint Committee on Taxation from Congress. See footnote 76 in the new report here: jct.gov/publications.html?fu…
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My YouTube channel on gift planning crossed 1k subs! #1kcreator bit.ly/TexasTechProfessor
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Check out my latest article: Deduct 100% of income with a 2020 Charitable Gift Annuity? Yes. (But likely not with a CRT) linkedin.com/pulse/deduct-10… via @LinkedIn
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