Donor-advised funds (DAFs) have become one of the fastest-growing forces in philanthropy, quietly reshaping how billions of charitable dollars move each year. Yet even…
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For many people, making or updating a will sits somewhere between cleaning out the garage and finally organizing the family photos. They know they…
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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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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…
Even well-intentioned planned gifts can go off course because of small oversights, outdated documents, or improper execution.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…
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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