• 80/20 rule, 83

A

• Access Initiative, 157
• Acknowledgment letters, manual creation, 9
• After-tax cash, donation, 68
• Alternative investing
  • growth, impact, 41–42
  • trends, high-level view, 36–40
• American Heart Association, Instagram post (overflow example), 112f
• Amplitude, conference leverage, 163–164
• Angel investing, usage (reasons), 21
• AngelList
  • creation, 21
  • funds, 40
  • startup company democratization/investment, 39–40
• Annual recurring revenue (subscriptions), 90
• Appreciated stock donation, example, 69f
• Artwork, securitization/holding, 36
• Asset classes, millennial preferences, 19
• Automatic clearing house (ACH), 8, 173
  • merchant credit ACH, reductions, 83, 84–88
  • payments, acceptance, 88

B

• Benevity, 93
• Bethel Church, 156
• Binance Coin, 46
• Bitcoin, 19–20, 45–46
  • value (change), 19f
• Brand, clarity/intentionality (donor experience principles component), 107, 118–120
• Brokerage firms
  • accounts, number (ranking), 66, 67
  • calls, 9
  • donor, secure connection, 74

C

• Capital asset, investment holding, 68
• Cash donation (size), stock donation size (contrast), 70–71
• Cash processing fees, collection (explanation), 84–85
• Celcius (crypto), 34
• Charities, giving (facilitation), 6–8
• Charity Global, water donation page, 110f
• Charity:Water, impact, 24, 110, 119, 155
• Charles Schwab, 9, 10
• Churches, giving (facilitation), 6–8
• Communication, 170
  • cadence, donor experience principles component, 107, 116–118
  • consistency, 25
  • follow-up communication, usage, 123
  • investment measures, 117
  • plan, presence, 117
  • strategy, creation, 175
• Community
  • entrepreneurs, business value alignment, 27
  • generosity, unlocking, 161–163
  • tiers, 172–173
• Content pieces
  • cryptocurrency donation awareness, 57–58
  • stock donation awareness, 80
• Corporate matching benefits, exploitation, 83, 93–96
  • process, 95–96
• COVID-19 pandemic
  • health/human service nonprofits donations, 48
  • impact, 7
• Creatives, royalties distribution (desire), 27
• Cross-generation giving preferences, 8f
• Cryptocurrencies (crypto)
  • acceptance, ease, 51
  • bull run, 33–35
  • direct acceptance, 53
  • donate-transfer-receive, donation process explanation, 52
  • donors
    • awareness/education, 52, 58–59
    • enthusiasm, generation, 52, 59–61
    • pool, creation, 49–50
  • educate-engage-repeat process, 58–59
  • gift size, increase, 50
  • giving
    • flow, education/awareness, 55
    • increase, 50
    • options, placement, 52, 55
    • trends, 47–48
  • inclusion, 13–14
  • investments, capital appreciation, 48
  • investors
    • donation, reasons, 48–49
    • identification, 46–47
    • persona, 46
  • liquidation, 53
  • millennial ownership, 20
  • millennial preferences, 19
  • placement/donation flow, focus, 55
  • platforms (consistency), awareness (increase), 52, 55–58
  • self-service crypto donation
    • channel, 51, 53–54
    • flow, appearance, 54
  • value, gaining (process), 45–46
• Cryptocurrencies (crypto) donations, 46
  • acceptance, 53
  • awareness, methods, 56–58
  • benefits, 49–51
  • nonprofit acceptance, 47–51
  • receiving, internal education, 51, 52–53
  • tax efficiencies, 50, 58
  • usage, 51–61
• Customer relationship management (CRM)
  • data, usage, 95
  • platforms, examples, 92
  • provider, 97

D

• Davidson, Hillary, 28
• Davies, Drew/Emma, 158–160
• Debit processing fees, reduction, 83, 84–88
• Dogecoin, speculation, 21, 34
• Donations
  • channel, usage, 65–66, 74–75
  • electronic processing, cash/check processing (contrast), 85–87
  • flow, support, 74–75
• Donor-advised funds (DAFs), 11, 168
  • definition, 12–14
  • increase, 12f
• Donors
  • experience
    • crafting, principles, 107–123
  • experience, importance, 103–107
  • honoring, 132
  • noncash assets (donation channel), 65–66
  • shares selection/gift initiation, 75
  • stock donation education/awareness, 71
  • stock holdings, presentation (clarity), 74
  • wealth, liquid noncash asset holdings, 65
  • win-win proposition, 76
• Double the Donation, unmatched giving estimation, 94f
• Dunn, Liz, 29

E

• E-commerce platforms, usage, 20
• El-Ansary, Tarik, 155
• Electronic fund transfers, 86
• Electronic processing, cash/check processing (contrast), 85–87
• Emails
  • cryptocurrency donation awareness, 57
  • stock donation awareness, 79
• Empathy, happiness (relationship), 29–30
• End-of-year giving strategy, 127
• Entrepreneurs, business value alignment, 27
• Eradicating Medical Debt, 5
• Ethereum (cryptocurrency), growth, 19, 46
• Events
  • cryptocurrency donation awareness, 57
  • sponsorship revenue line, creation, 84, 99–100
  • stock donation awareness, 80
• Exchange-traded funds (ETFs), giving (difficulties), 8–9
• Execution, excellence (donor experience principles component), 107, 112–114

F

• Fear of missing out (FOMO), 33
• Federal income tax deduction, 49
• Feeling good, 28–29
• Fidelity, 9
• Fidelity Charitable, millennial survey, 22
• Five-by-five vision, usage, 113
• Five-by-one vision, usage, 113
• Follow-up communication, usage, 123
• Ford Mustang, value, 38f
• Francey, Mark, 150–152
• Fundraising, crypto donations (usage), 51–61
• Fundrise (real estate investing platform), 40
• Funds, raising (components), 25

G

• Generation Z, investment holdings, 67f
• Generosity
  • culture, donor experience principles component, 107, 120–121
  • identity, 23–27
  • opportunity, 30
  • science, 27–28
  • unlocking, 11
• Gifts
  • manual reconciliation, 9
  • receiving, 27
• Givers, volunteer opportunities, 25
• Giving
  • campaigns, timing/scheduling, 25
  • changes, 11
  • core identity (millennials), 22
  • crypto giving, trends, 47–48
  • culture, 120
  • delivery/presentation, impact, 24–25
  • difficulties, 8–9
  • donor trust, 25
  • experience, 11
  • flow, donor education/awareness, 76
  • gratitude, connection, 91
  • recurrence, donor experience principles component, 107, 114–116
  • relationships, health (improvement), 29
  • tactics, 83–84
  • vision, importance, 24
• Grant, Adam, 28
• Guests, selection, 128, 130–133, 175

H

• Harrison, Scott, 155
• Health/human service nonprofits (donations), COVID-19 (impact), 48
• High-capacity givers, identification, 83, 91–93
• Hope Village Church, donations success, 149, 158–160
• Hospitality (practice), health (improvement), 29
• Household financial assets (breakdown), 66f
• House Party (app), 137

I

• Impact, clarity (donor experience principles component), 107, 110–112
• Income, donation portion, 28
• Indiegogo, platform/processing fee (reduction), 87
• Individual Retirement Accounts (IRAs)
  • giving, donation difficulties, 8–9
  • required minimum distributions, explanation, 84, 96–97
• Instagram posts, overflow examples, 111f, 112f
• Interchange fees, 86
• Intergenerational wealth transfer (Morgan Stanley report), 17
• Investing trends, capitalization, 168
• Investment
  • increase, millennials, 20
  • trends, high-level view, 36–40

J

• James, Russell, 69–70, 106–107
• JustGiving, platform/processing fees, 87

K

• Kingdom builders, 26, 151

L

• Launching
  • crypto donations, usage, 51–61
  • stock donations, usage, 71–80
• Legacy giving, exploitation, 84, 97–99

M

• Marketing, usage, 141–142
• Masterworks, art democratization, 36
• Merchant credit ACH, reductions, 83, 84–88
• Messaging, alignment, 30
• Messenger Cup, 135
• Millennial Impact Report, the, 47
• Millennials
  • communication, 30
  • crypto owners, donations (reasons), 48
  • Fidelity Charitable survey, 22
  • generosity, reasons, 20–22
  • gifts, identification, 30
  • giving, core identity, 22
  • investment
    • actions, 20
    • holdings, 67f
  • major gifts, giving, 30
  • money management (SpendMeNot list), 17–18
  • negative stereotypes, attributions, 22
• Mobile alerts, cryptocurrency donation awareness, 56–57
• Mona Lisa (Banksy IPO), 36
• Multigenerational communities, creation, 171
• Mutual funds
  • giving, difficulties, 8–9
  • millennial preferences, 19

N

• Neece, Derek, 85
• Network effect, 132–133
• New Story, impact, 24, 116, 172
• Noncash asset-giving strategy, 173–174
• Noncash assets donation
  • channel, 65–66
  • options, selection, 162
• Nonfungible tokens (NFTs), 37
• Nonprofits
  • crypto donations
    • acceptance, 47–51
    • benefits, 49–51
  • fundraiser, alternative investing growth (meaning), 41–42
  • fundraising (increase), stock donations (impact), 69–70
  • gift receipt, information capture, 75
  • impact, scaling, 172–173
  • information, capture/usage, 75
  • overflow, example, 169–176
  • start-up costs, underwriting, 172
  • stock donation acceptance, growth, 70f

O

• Oceans Church, donations success, 149, 150–152
  • logistics, 150
• OnDeck, donations success, 149, 156–158
• Overflow (platform), 97–98, 103
  • color palette, 144f
  • creation, 6
  • frontend/back-office tooling, 54
  • origin story, 8–10
  • photo direction, 145f
• Overflow for Corporations, 149, 160–164

P

• Paradox of Generosity, The (Smith/Davidson), 28
• Patton, Scott, 153–154
• Philanthropy, future, 65
• Platforms, consistency (impact), 79–80
• Ponzi scheme, 34
• Portfolio assets, types, 41f
• Pre-commitments, determination, 137
• Processing fee rates, location, 87–88
• Project VIVE, 5
• Pushpay, card processing fees, 87

Q

• QR code, usage, 54, 57–58, 80, 163–164

R

• Rally, ownership fractionalization, 36–38
• Real estate
  • investment opportunity, 40
  • investors, equity appreciation donation, 27
• Reality SF, donations success, 149, 154–156
• Recurring giving, donor experience principles component, 107, 114–116
• Required minimum distributions (RMD), 96
• Return on investment (ROI), 99–100
• RIP Medical Debt, donations success, 149, 152–154
• Robb Elementary School (Uvalde shooting), 163
• Run sheet, creation, 138, 175

S

• Sageant, Adrian, 73
• Scaling
  • crypto donations, usage, 51–61
  • stock donations, usage, 71–80
• Self-service crypto donation
  • channel, 51, 53–54
  • flow, appearance, 54
• Short Message Service (SMS)
  • marketing, usage, 56
  • organization presence, 117
• Signed basketball, value, 37f
• Smallcombe, Adam/Keira, 3–4
• Smith, Christian, 28, 29
• Social media
  • cryptocurrency donation awareness, 56
  • organization presence, 117
  • stock donation awareness, 79–80
• SpendMeNot, millennial money management list, 17–18
• Sponsorship revenue line, creation, 84, 99–100
• Star wars action figure, value, 37f
• Stock donations
  • awareness (increase), platform consistency (impact), 79
  • factors, 65–66
  • impact, 69–70
  • launching/scaling, 71–80
  • processing, internal processes, 71
  • receiving, internal processes, 71, 72–74
  • size, cash donation size (contrast), 70–71
• Stocks
  • appreciated stock donation, example, 69f
  • fair market value, increase, 68
  • gifts, size, 69
  • millennial preferences, 19
  • nonprofit donation acceptance, growth, 70f
• Stocks, giving
  • donation difficulties, 8–9
  • ease, 78
  • engagement, copy appearance (survey results), 77f
  • impact, maximization, 78, 79
  • options, placement, 75–76
  • tax efficiency, 68–69, 78
• Storytelling, usage, 139
• Story/testimony, donor experience principles component, 107, 118
• Streetcode, Instagram post (overflow example), 111f

T

• Tax forms, usage/IRS compliance, 9
• Team intentionality/alignment, donor experience principles component, 107, 121–123
• Technology, impact, 74
• Terra Luna (crypto), 34
• Time lines, donor experience principles component, 107, 109
• Tithe, principles (usage), 83, 88–91
• Transformation, stories, 118
• Trusts, exploitation, 84, 97–99
• Twilio, generosity (unlocking), 161–163

U

• UNICEF, give page/footer/ways to give, 105f–106f

V

• Venue, organization, 128, 133–137, 175
• Vinovest, wine investments, 38–39
• Vision
  • carrier, 167
  • communication, 23
  • detailing, 129
  • donor experience principles component, 107–109
  • importance, 24, 114
  • inspiration, 24
  • introduction/plan, 113
  • statement, 129–130
  • steps, 109
  • weakness/strength, signs, 108
• VIVE at Home, 4–5
• VIVE Church, 112
  • generosity culture, 121
  • tithe, teaching, 88–89
  • Vision Gala, 3, 130
• VIVE University, 4
• VIVE Vision Gala, 10, 133–134
• Volunteering, happiness, 28

W

• Wealth distribution, portfolio asset types, 41f
• Website, characteristics, 104
• Wills, exploitation, 84, 97–99
• Wine investing, benefits, 38
• Wine value, factors, 39

Y

• Year-end giving event
  • anticipation, building, 128, 141–146
  • content/agenda, 128, 138–141
  • guests
    • online breakout sessions, 136
    • selection, 128, 130–133
  • leader alignment, 128–130
  • maximization process, 128–146
  • one-on-one/small-group meetups, 136
  • venue, organization, 128, 133–137
• Year-end giving, maximization, 175

Z

• Zhang, Anthony, 38