Estate planning is often framed in terms of taxes, legal documents, and financial strategies. Those mechanics matter, of course, but they’re not what truly…
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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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The One Big Beautiful Bill Act (OBBBA) redefines the tax landscape around charitable giving, creating both expanded opportunities and subtle new limits. As donors…
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Giving USA Foundation’s annual report provides valuable insights into the state of charitable giving in the United States. Researched and written by the Indiana…
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Welcome to National Make-a-Will Month! We know that adding a charitable gift to a new or existing will is easy, straightforward, and meaningful. Better…
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The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings long-awaited clarity to tax and estate planning. It also…
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When the weather heats up, nonprofits often experience a cooldown in giving and donor engagement. This “summer slump” is well documented: • An analysis…
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In today’s uncertain economy, many donors are looking for ways to support the causes they care about without putting a strain on their day-to-day…
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Your donors have an amazing capacity for generosity. The current economic fears and fluctuations will not put a halt to philanthropy, but they are…
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…
Why are qualified charitable distributions popular? Qualified charitable distributions (QCDs) are a valuable giving tool for IRA owners age 70½ or older who do…