Family Guardian Insurance’s Post

It's #juneteenth and today we acknowledge the freeing of more than 250,000 remaining enslaved Black people in Texas on June 19, 1865. But there's still work to be done in the form of financial freedom and #reparations. If you want to truly acknowledge Juneteenth today - and moving forward -join The Reparations Race - led by Erin Corine Johnson. Learn how to participate as a: BENEFICIARY - Black/Black-Owned/Black Led Businesses, Projects, Communities and Causes; CONTRIBUTOR - Non-Black people making cash payments to participating beneficiaries (via CashApp, PayPal, Venmo, etc.); SUPPORTER/CONTRIBUTING SUPPORTER - Anyone that would like to sign up to actively spread the word -AND/OR- contribute products and services in lieu of cash donations to participating beneficiaries; SPONSOR - Any and all direct supporters of The Reparations Race Org, the seeding of the organization as a division of Hola Magnolia Identityworks, and this year's pledge: funding and organizing the return of the Juneteenth Global celebration on the ground in Barcelona and Madrid, Spain! See Erin's post below for all details. #juneteenth2024 | #equity | #buyblackjuneteenth June 19, 2024

DYK? Planned giving comes with quite a few benefits. ▶️ Sizeable tax breaks From a fiscal perspective, tax breaks are a huge advantage to making a planned giving arrangement. ▶️ Freedom to determine how your gift will be spent Detail exactly how your money should be spent within our organization. ▶️ Recognition Acknowledgement for your gift that will be a lasting testament to you and your legacy. If you’re interested in seeing how you can support St. Clair Child and Youth Services with planned giving, contact us at stclairchild.ca/contact. ➡️ May is Leave a Legacy month. It’s a national awareness campaign that encourages people to leave a gift through their will or another planned giving vehicle to a charity or cause that is meaningful to them.

New Blog! 🔔 Considering trusteeship, but not sure if it’s right for you? Let us explain the benefits; for your development, community and professional network. 🌱 "Becoming a trustee is daunting for the uninitiated. Simultaneously, new trustees must find time to fit their role around existing commitments, ensure they understand complex regulatory information from the Charity Commission, and get up to speed with the charity and their fellow board members… It’s undoubtedly overwhelming. Nonetheless, being a trustee can be hugely rewarding, with a whole host of benefits for your professional and personal life." ⭐️ ➡️ https://lnkd.in/eZY4BxPR 

On May 17, I'll be sharing the essential legacy marketing competencies every planned giving fundraiser must have in a rapidly-changing fundraising environment. Whether you manage legacy marketing in-house, use a marketing vendor, or work with an agency like MWD - and even if your role doesn't involved marketing - there are skills you need to have to manage an effective planned giving program. Drop me a message if there are particular marketing questions you'd like me to address, or skills you're looking to build!

"d. The Pension Bond Offering In September 1994, Orange County issued taxable Pension Obligation Bonds (the "Pension Bonds") for the purpose of financing the County's unfunded, but accrued, pension liability. The Pension Bonds were issued in two series. The fixed-rate Series A bonds in the amount of $209.84 million were dated as of September 1, 1994, and issued on September 28, 1994, and matured or mature in varying amounts in the years 1995 through 2004. The variable-rate Series B bonds in the amount of $110.2 million were dated and issued on September 28, 1994, and mature in 2008 (the "Series B Pension Bonds"). "Under the terms of the Series B Pension Bonds, the investors had the right to tender their bonds to a remarketing agent for repurchase. If the remarketing agent could not remarket the tendered Series B Pension Bonds within seven days, the County Pools, pursuant to a Purchase Agreement, entitled Standby Withdrawal Agreement, agreed to purchase the tendered securities in an amount up to the County's unrestricted funds in the County Pools, which included funds in the County's discretionary budget. According to the Official Statement, that amount was approximately $491.4 million as of June 30, 1994. After Orange County announced the County Pools' losses in early December 1994, the holders of the Series B Pension Bonds tendered the bonds to the County Pools for repurchase. Orange County and the County Pools declared bankruptcy and refused to purchase any of the Series B Pension Bonds. "The Official Statement for the Pension Bonds contained material misstatements and omissions regarding: 1) the County Pools, including the County Pools' investment strategy and investment results, and manipulation of the County Pools' yield, which matters affected the issuer's ability to repay the municipal securities and the County Pools' ability to perform under the Purchase Agreement; and 2) Orange County's financial condition, including its economic reliance on the investment results of the County Pools as a source of funds to repay its obligations on the securities." 10:21 am CST Sept. 28, 2024 Co-President Charity Colleen "Lovejoy" Crouse

It works every time! 💯 So what is Permission-Based Asking? PBA is our method that we encourage fundraisers to use when engaging with donors. Asking is a regular part of a Major Gift Fundraiser’s life - or at least it should be, and the truth is, many fundraisers struggle to understand how to honor their donor in the process of asking. Permission-Based Asking teaches you how to engage with your donors in a way that honors them and has... ❌ Zero manipulation and ❌ Zero arm-twisting It's all about honoring your donor, making them feel respected, and giving you the confidence you need to be able to ask boldly. Want to learn how you can use Permission-Based Asking in the conversations you have with your donors? Download our FREE guide, “How to Use Permission-Based Asking with Donors." https://lnkd.in/ec4Kk46C . . . . #veritusgroup #nonprofitleadership #nonprofitmanagement #nonprofitstartup #nonprofitorganisation #nonprofitfoundation #nonprofitleaders #nonprofitcommunity #nonprofitdevelopment #nonprofitfounder #nonprofitleader #nonprofitsector #501c3 #501c3nonprofit

Counting legacy gift pledges as revenue and asking donors to disclose if they have left a gift and the amount is stupid. Here's why: 1. It puts the emphasis on confirming gifts, rather than raising them and even receiving them! 2. Not only does it not benefit the donor, it is counter to how donors act. Malcolm Burrows tells us that only 1 in 10 donors inform charities that they have a gift in their will. (https://lnkd.in/gE4pyU7n) Donors want privacy, don't want to feel obligated to leave the gift, and don't want recognition. 𝗪𝗵𝘆 𝗶𝘀 𝗼𝘂𝗿 𝗳𝗶𝗿𝘀𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝘁𝗼 𝗮𝘀𝗸 𝘁𝗵𝗲𝗺 𝘁𝗼 𝘀𝗶𝗴𝗻 𝗮 𝗳𝗼𝗿𝗺 𝘄𝗶𝘁𝗵 𝗵𝗼𝘄 𝗺𝘂𝗰𝗵 𝘁𝗵𝗲 𝗴𝗶𝗳𝘁 𝗶𝘀 𝘀𝗼 𝘄𝗲 𝗰𝗮𝗻 𝗿𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲 𝘁𝗵𝗲𝗺 𝗳𝗼𝗿 𝗶𝘁? 3. It also encourages fundraisers (including me) to game the system. If I can count a gift at the institutional average, it's not in the interest of my performance metrics to ask or confirm what the value of the gift is if I suspect it is below that average. It also encourages me to focus on finding donors who already have a gift in their will instead of encouraging donors to consider it. 4. It doesn't matter because it's not accurate. As Marina Jones notes many donors don't know and usually underestimate the value of their gift. 5. We waste all kinds of administrative time and resources on counting the gifts instead of raising them. 6. Richard Radcliffe says its dumb, what more do we need? I understand that organizations and leaders want to see a return on investment but we can create better metrics to display that return. Startups go years before the see a profit, why can't we do the same in fundraising? (spoiler alert - because we are antiquated and uncreative) Instead, we should be focussing on the reach of our marketing efforts and the quantity and 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 of meaningful conversations with prospects. Why else is it stupid and what other metrics should we be using for legacy giving programs and gifts?

🌟 Exciting Update from The Black Flag! 🌟 We are proud to share that we are now an IRS-recognized 501(c)(3) public charity! This means everything we do is open to public scrutiny, and we welcome your inquiries and involvement as we grow transparently and ethically. 🙌 🔑 As we embark on this new chapter, our immediate goal is to open our doors to the community in a physical space that we can call our own. We are currently in search of a commercial property that will allow us to fully implement our programs and activities. This space will not just be a location, but a beacon for change and a hub for creativity and technology. 💡 Here’s the catch: we’re operating on a shoestring budget, and it’s challenging to qualify for many grants without a physical location. We really need a space to make the most of these opportunities! 🏠 Finding the right property is crucial, and we need your help! If you have leads, ideas, or resources that could assist us in acquiring a commercial space, please reach out. Every bit of support and information can make a big difference. 🚀 We're ready to get this show on the road and create a vibrant, inclusive environment where everyone can learn, share, and grow together. Let's make it happen! #TheBlackFlag #Nonprofit #CommunitySupport #PublicCharity #NewBeginnings

Understanding and maintaining your public support status is crucial to enjoying the tax benefits of a public charity. In their upcoming UST Education webinar, J. Calvin Marks and Andrew Hassler, CPA will discuss ways organizations may “pass” the public support test and preserve their public support status. #NonProfitTax #PublicSupport #Charity

I had the pleasure of mingling, albeit briefly, with this inspiring group of people this morning, before they embarked upon an important discussion on the topic of 'Navigating the Minefield: have we become scared of EDI'. Some key learnings include the need to move away from expecting employees or colleagues with lived experience to drive diversity initiatives and instead ensure that diversity initiatives are embedded in all levels of an organisation. #societyglobalexecutivesearch #diversity #edi #breakfast #letskeeptalking