Long before a gift is realized, considerable time and care go into cultivating relationships and helping donors explore their giving intentions. That work happens…
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A creaking door. Footsteps in an empty hallway. A child’s voice whispering “Redrum” or announcing “They’re here.” Whether it’s Halloween or a night spent…
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A donor may leave a conversation with you ready to include your organization in their estate plans. Another may make that decision without ever…
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A charitable bequest can represent years of generosity and a donor’s desire to continue supporting an important mission. Yet unclear language, family disagreements, questions…
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A donor notices a planned giving message in the mail, scans a QR code to learn more, later opens an email on the same…
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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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Even well-intentioned planned gifts can go off course because of small oversights, outdated documents, or improper execution.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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