Artificial intelligence offers exciting opportunities to make planned giving teams faster and more efficient, so you can spend more time building donor relationships. But…
Rebecca Wood, J.D.
Rebecca Wood, J.D.
Rebecca is a member of the Indiana Bar Association, a Legal Writer at EDS with decades of varied writing experience, and a dedicated marathon runner. See her full bio on the Meet the Team page at endowdevelop.com.
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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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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…
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Why are qualified charitable distributions popular? Qualified charitable distributions (QCDs) are a valuable giving tool for IRA owners age 70½ or older who do…
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When the weather heats up, nonprofits often experience a cooldown in giving and donor engagement. This “summer slump” is well documented: • An analysis…
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Your donors have an amazing capacity for generosity. The current economic fears and fluctuations will not put a halt to philanthropy, but they are…
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Two of the most common giving options for wealthy families are donor-advised funds (DAFs) and private foundations. Both involve an initial contribution of assets…
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April is National Financial Literacy Month, which promotes financial education and empowerment. As Americans finish and file their taxes, it’s a good time for…
