Charitable giving increases with a donor’s financial confidence and stability. Right? While this commonly held notion seems intuitive, it isn’t always the case. In…
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Charitable giving continues to be important to affluent households. These individuals are looking to their financial planners for guidance on using their resources well…
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The last days of December lend themselves to reflection on the year that is almost over and consideration of what we expect from the…
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In the philanthropy world, Giving Tuesday ranks as one of the most important days of the year. In fact, it is the third biggest…
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Planned gifts are among the most important ways charitable organizations raise funds. These gifts can comprise up to 30-50% of a nonprofit’s annual revenue…
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Donor surveys can be an effective, powerful addition to your established marketing and outreach program. If you haven’t yet conducted a donor survey, consider…
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Donor trust is paramount to long-term success. Unfortunately, many Americans are struggling to maintain trust in society’s institutions—including nonprofits. A study conducted by the…
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Retirees face planning pressure from many factors, including inflation, higher interest rates, market uncertainty, and longevity risk. Charitable gift annuities (CGAs) have always been…
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The traditional perception of what a donor looks like has been changing for some time as women comprise an ever-growing segment of givers. With…
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