As technology continues to advance, some charities are questioning the effectiveness of sending direct mail to their donors. The traditional planned giving newsletter, in…
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When donors choose to give to your organization, they want to make a positive difference and feel part of something bigger than themselves. They…
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As the weather warms and we move from spring into summer, several special occasions dot the calendar. In the coming days and weeks, Americans…
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As far back as Ancient Rome, philosophers have praised anonymous giving as a sign of humility and high moral stature—it keeps attention on the…
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Baby boomers are poised to set off the largest generational wealth transfer in history, with a combined estimated value of over $70 trillion. This…
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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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When couples make joint philanthropy an integral part of their love story, they enrich not just their own lives but the lives of generations…
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Charitable gift annuities (CGAs) have a long history, but they are certainly not an outdated option. On the contrary, recent legislative and market forces…
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…
Chances are you’ve seen a video or two of someone strolling along a busy sidewalk, so engrossed by whatever is on their phone—a work…