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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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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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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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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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…
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Year-end donors are more than seasonal givers—they’re potential legacy builders. Their loyalty, paired with the season’s spirit of generosity, makes this the perfect time…
Artificial intelligence offers exciting opportunities to make planned giving teams faster and more efficient, so you can spend more time building donor relationships. But…
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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