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The Human Side of Estate...
Guiding Donors Through DAF Succession...
Nonprofits and Allied Professionals: A...
Donor Outreach Topics for This...
Converting Year-End Donors into Legacy...
Planning ahead: Insights from Giving...
How to Inspire Legacy Gifts
Gift Planning After the OBBBA
Frequently Asked Questions About the...
Five Ways to Soar During...
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The Edge from EDS
Where the technical, the tactical, and the timely meet

    Strategic Giving Options: Helping Donors Choose Between a Donor-Advised Fund and a Private Foundation

    by Rebecca Wood, J.D. April 30, 2025
    by Rebecca Wood, J.D. April 30, 2025

    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…

  • Extra Income, Extra Taxes.
    Charitable Giving Can Offer Solutions.

    by Connor Jett, J.D. April 15, 2025
    by Connor Jett, J.D. April 15, 2025

    Most taxpayers are thrilled to receive unexpected income—until they calculate the impact it will have on their tax bill. Over 3 million Americans will…

  • Overcoming Estate Planning Hesitations During Financial Literacy Month

    by Rebecca Wood, J.D. March 27, 2025
    by Rebecca Wood, J.D. March 27, 2025

    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…

  • Why Wait?
    Encourage Donors to Give Earlier in the Year.

    by Connor Jett, J.D. March 13, 2025
    by Connor Jett, J.D. March 13, 2025

    Tax Day is right around the corner, meaning many of your donors are thinking about ways to reduce next year’s tax bill. While the…

  • 5 Common Mistakes with Charitable Beneficiary Designations

    by Rebecca Wood, J.D. February 26, 2025
    by Rebecca Wood, J.D. February 26, 2025

    Many donors find charitable beneficiary designations to be a simple way to make a significant legacy gift—one that bypasses probate, costs nothing now, and…

  • Showing Donors Love: Four Ways to Express Appreciation

    by Marina Cooper February 14, 2025
    by Marina Cooper February 14, 2025

    On Valentine’s Day, as you celebrate those you love, take a moment to think of those who make your work possible—your donors. While donors…

  • How to Engage Female Donors in a Changing World

    by Rebecca Wood, J.D. January 31, 2025
    by Rebecca Wood, J.D. January 31, 2025

    “Women’s growing leadership in households, the workforce, and society more broadly is influencing patterns of generosity.” This is a quote from Women Give 2024:…

  • How to Talk to Donors About Giving from an IRA

    by Rebecca Wood, J.D. January 15, 2025
    by Rebecca Wood, J.D. January 15, 2025

    A record number of Americans are reaching retirement—more specifically, age 70½. This important age marks the time when an IRA owner can make a…

  • Top Posts and Staff Favorites: 2024 in Review

    by Rebecca Wood, J.D. December 30, 2024
    by Rebecca Wood, J.D. December 30, 2024

    The Edge from EDS aims to provide content that is educational, engaging, and inspiring. We want to equip you with the tools and knowledge…

  • Four Ways to Refresh Your Planned Giving Program in 2025

    by Rebecca Wood, J.D. December 19, 2024
    by Rebecca Wood, J.D. December 19, 2024

    We’ve reached the point where the rest of the year can be measured in days. Once we ring in the new year, that flip…

  • From Gratitude to Giving: The Highlights of the CLT

    by Connor Jett, J.D. November 27, 2024
    by Connor Jett, J.D. November 27, 2024

    Tomorrow, your current and future donors will gather with loved ones to give thanks for all the good in their lives. Charitable giving is…

  • How Planned Giving Professionals Can Leverage Giving Tuesday

    by Amy Rector November 12, 2024
    by Amy Rector November 12, 2024

    Ah, Giving Tuesday! A day when generosity is in the air (and all over social media). A day when people around the world come…

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