KentWeimer ✭✭✭

And the credit for this wonderful award really goes to @KaraAdams, who runs this great community!

Amazing recognition!

I'm proud to serve on the Leadership Institute of the National Association of Charitable Gift Planners. At a recent meeting there was extensive discussion about the hundreds of small colleges and thousands of nonprofits that will go out of business in the current environment. It then turned around to a robust discussion…

@ColbyFetterhoff , you picked a great organization! Welcome.

Glad to see so much involvement!

Fact. An organization will be more successful in securing substantial support if it moves beyond checkbook philanthropy and educates donors about giving from their appreciated assets. Gifts of assets come from their wealth while checkbook philanthropy comes from their discretionary income. This is especially important…

Door openers can be your best friend. Board members, current donors, advocates can be extremely helpful by introducing you to potential prospects. They don't even have to ask for anything, they just make the introduction for you. A similar strategy is to get board members, current donors, advocates to host a coffee, wine…

From a fellow Midwesterner (at least in a previous life) welcome @GrettaKraus!

From a past Floridian and now a current Texan, welcome @ShaheerSiddi!

Welcome @HaileyWirtalla !

I work for a hospital foundation and am specialized in charitable gift planning. I rely on a software package that allows me to do calculations and donor presentations for various gift vehicles, charitable trusts, life estates, charitable gift annuities, etc. This is invaluable for my work. Mastering our CRM is also…

Welcome @JeanUrena. Travel and my Porsche 987 are two of my past times!

Welcome @CharlotteKelliher !

We have not yet had a gift of crypto, but are prepared to do so through Dechomai Foundation. This was started by a trusted colleague Bryan Clontz, the president and founder of Charitable Solutions, LLC. He is one of the thought leaders in the realm of noncash gifts. In fact, he was one of the first people to become a…

@SidAnderson I'm a fan of a good DOCG Barolo. I also like a Tempranillo blended with some other grapes to make it more full bodied. I'm also a fan of Penfolds Shiraz. Wine makes life better 😊

Welcome @SidAnderson. You bring a lot to the table, including your affection for Barolo! Kent

Welcome @Lyndsey_Thompson. It sounds like you have a lot to offer! Kent

Welcome @FaithMcDaniel Kent

That is indeed a lot to think about @kathleensayce . Perhaps we should all be thinking along those lines.

Wow, what in interesting scenario you present. Let's hope you never have to face that @kathleensayce , but better to be prepared for the what if. I'll be intrigued to follow this to see what suggestions pop up. If your town and board are all gone, the legal entity of your organization still exists. it strikes me that your…

@MargaretOwenSpiak We have an active and engaged council of professional advisors at Parkland Foundation. We meet quarterly at 8 am. Our goal is to have them become educated advocates. At the meetings they hear from some content expert on a program our foundation is funding. Most of our advisors are generous supporters of…

@JenniferCogley have you gotten any feedback on this? I'd be curios as well to find out what works well.

Welcome @MelanieRuiz !

Welcome @RioWofford !

Thanks @MeliaSwirsky !!!!! If it rhymes with caramel, I will be doubly ecstatic!!!!

Welcome @EverettQuissek. What town in Wisconsin? I used to live in East Troy, WI, a small town in south east Wisconsin and I grew up in Winona, Minnesota.

@SharonTillman a national board I served on used OnBoard. it was a great portal to share information, documents, calendars, etc. There was lots of built in security. For example, only some people were given permission to see certain things,. There were folders set up for each committee. It made our board meetings much…

Salted caramel and lavender honey from Creole Creamery in New Orleans.

We have a mission moment at the beginning of each board meeting. A content expert will talk about a specific program our foundation is funding. This has been well received.

I agree with @AndreaFilz, being able to accurately reflect anticipated income and cash flow.