Giving USA Foundation’s annual report provides valuable insights into the state of charitable giving in the United States. Researched and written by the Indiana…
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One donor mentions selling a vacation property. Another is preparing for retirement and restructuring investments. Someone else is considering the sale of a family…
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Even well-intentioned planned gifts can go off course because of small oversights, outdated documents, or improper execution. Fortunately, many of the most common issues…
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Shifts in tax legislation often spark concern about the future of charitable giving. But recent analysis from the Indiana University Lilly Family School of…
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Far from an optional addition, a planned giving website is an essential, invaluable tool for any planned giving program. When thoughtfully constructed and regularly…
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In the reality TV show The Bachelor, the rose ceremony at the end of most episodes marks a clear moment of decision. A rose…
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Artificial intelligence offers exciting opportunities to make planned giving teams faster and more efficient, so you can spend more time building donor relationships. But…
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A family legacy of giving rarely begins in a lawyer’s office. It starts at the dinner table, during volunteer experiences, and through countless small…
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Estate planning is often framed in terms of taxes, legal documents, and financial strategies. Those mechanics matter, of course, but they’re not what truly…
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Happy DAF Day! Donor-advised funds are best known for making it easy to set aside money for charitable giving and recommend grants that have…
What to Listen for After Tax Season:
Five Donor Comments That May Reveal Giving Opportunities
by Amy Rector
by Amy Rector
In the weeks after tax season, donors tend to talk more openly about their finances. They might make passing comments about what they owed,…
Giving Tuesday is often described as a global celebration of generosity—a day when people come together to support causes they care about and participate…
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