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Even well-intentioned planned gifts can go off course because of small oversights, outdated documents, or improper execution.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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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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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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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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