So, You’re Almost at Year’s End and Your Appeal is Out. Now What?

by Melissa Irish, PRG Managing Associate

A few tips on making your year-end appeal even more successful!

  • Make sure you inform your donors that they can make gifts of appreciated stock. (And make sure you have a broker that can receive such gifts!). With so much growth in the markets, there are huge advantages to the donor. Bottom line- you can save on taxes! When you donate your appreciated assets, you avoid paying capital gains tax. If you itemize deductions, you can also take a charitable deduction for the entire donation amount.
  • Required Minimum Distributions (RMD’s) from IRAs are great ways to give. Donors 70 ½ and over are required to take an RMD. Using one’s RMD as the source of the gift has a triple advantage – it reduces the donor’s taxable income, the donor reaps the full charitable deduction, and for some not taking their RMD reduces their Medicare income. Make sure your donors know that this tax provision is back in 2021!
  • The Subject Line in email appeals and reminders is critical. Research shows the open rate of emails is tied directly to what appears in the subject line. “Help Us” isn’t nearly as effective and “You Can Make a Difference.” Put “you” in every subject line!
  • With fewer donors itemizing their tax returns, giving AFTER December 31 is alive and well. Don’t assume that everyone will rush to give before 2022. January & February giving is up so keep going into early 2022. Plus, January and February are ideal times to gather your Board and volunteers to personally acknowledge your donors. Thank you phone calls still work magic!
Photo Cred: Hasan Albari from Pexels

We Are Seeing Higher Numbers than Two Months Ago…

Jewish Family & Community Services East Bay (JFCS East Bay), a treasured client of PRG, is at the forefront of one of the largest resettlement efforts in US history. Through the support of hundreds of donors, staff, and volunteers, we are proud to say that the agency is doing an exceptional job.

When Afghanistan fell in August, leaving thousands of Afghans in danger from the Taliban, JFCS East Bay went into hyperdrive to prepare to offer safety and refuge to new arrivals in the East Bay. As a longstanding resettlement agency, JFCS East Bay was able to immediately step up to provide housing, case management, food, furniture, household goods, and legal assistance to hundreds of refugees. In just the last three and half months, JFCS East Bay has welcomed 215 Afghan refugees to the community. To put this into perspective, in a typical year, the agency may resettle about 120 refugees.

And more people are coming every day.

We applaud our cherished partner, JFCS East Bay, and the hundreds of supporters who have contributed the time and money to support these efforts and sustain them for the foreseeable future.

Please read JFCS East Bay’s blog here, which chronicles in more detail the process they have taken to be “heroes,” including media coverage they have received from the New York Times and others.  To support their efforts, you can make a financial donation or check out their wish list!

Jewish Family & Community Services East Bay Mission

Rooted in Jewish values and historical experiences and inspired by the strengths of the diverse communities we serve, JFCS East Bay promotes the well-being of individuals and families by providing essential mental health and social services through every stage of life.