Even well-intentioned planned gifts can go off course because of small oversights, outdated documents, or improper execution.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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What to Listen for After Tax Season:
Five Donor Comments That May Reveal Giving Opportunitiesby Amy Rectorby Amy RectorIn the weeks after tax season, donors tend to talk more openly about their finances. They might make passing comments about what they owed,…
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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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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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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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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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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…
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Planned giving is rarely a solitary endeavor. It’s a collaborative effort between your organization, your donor, and the donor’s advisor, attorney, accountant, or trust…
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The One Big Beautiful Bill Act (OBBBA) redefines the tax landscape around charitable giving, creating both expanded opportunities and subtle new limits. As donors…
In the reality TV show The Bachelor, the rose ceremony at the end of most episodes marks a clear moment of decision. A rose…
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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